Evan Neufeld, CFP®
The Canadian Money RoadmapEpisodes
Episodes of The Canadian Money Roadmap
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Could the financial strategies that appear flawless on paper be leading us astray in the real world? We're peeling back the layers of investment principles to reveal why some inefficiencies might just be your portfolio's best friends. Taking a
This week I'm joined by Mark McGrath as we dig into segregated funds. These investment vehicles blend mutual funds with insurance and offer unique guarantees but….. the benefits to investors are less clear. We delve into fees, performance, guar
The stock market has looked great recently! Is it time to take some money off the table?In this episode, I walk you through the considerations you need to make to decide whether it is time to sell or stay the course.Start the Find Your Focus Qu
This week, I'm tackling a few topics that were popular on Reddit over the last month. 1. What should you use for return assumptions in your planning? 2. Becoming a TFSA multi-millionaire3. What should be your priority after building your first
In this week's episode we walk through the two phases of your RRSP: accumulation (RRSP) and spending (RRIF). Start the Find Your Focus Quiz to learn where you should be focusing your time and effort with your money.--TAX CHANGES: Budget 2024XEQ
If you could split your income with your spouse, there is a pretty good chance you could drastically reduce your tax bill. In this episode, I show you how that will be possible for you in your retirement years.Start the Find Your Focus Quiz to
This episode comes from The Canadian Money Roadmap YouTube channel from a video I posted on March 8 2024. If you want more content like what you find here on the podcast, the YouTube channel is the place for you! Thanks for listening and watch
**I usually keep my episode descriptions pretty minimal but this AI generated description was too flavourful to keep to myself. Enjoy.**Ever find yourself marveling at grandma's mouthwatering dishes, only to discover her "secret ingredient" wa
In this episode I will discuss the ideas of "safe" investments and how risk can be viewed differently depending on your perspective.Start the Find Your Focus Quiz to learn where you should be focusing your time and effort with your money.--TAX
In our conversation we discuss the concepts of the Financial Independence Retire Early (FIRE) movement. If you're wanting to pursue FIRE for yourself, we go over a few challenges you might run into and things to consider before committing your
Unlock the full potential of your retirement savings with our latest episode, where we unravel the power of spousal RRSPs. As the RRSP deadline looms, we delve into strategies that not only prepare you for a stable retirement but also smartly
In this episode I walk you through the benefits of registering for your CRA My Account. It is an incredibly useful tool for understanding your tax situation and finding tax slips all in one place. I would highly recommend that everyone registe
Today, I'm joined by Aravind Sithamparapillai to discuss financial planning for people with variable incomes including sales professionals.Aravind has a wealth of personal experience in this area as a former medical device salesperson so he bri
Welcome to Part 2 of my exploration of investing at "all time highs". This week, I'm looking into high valuations and what it means for investors nervous about investing when stocks are expensive.Start the Find Your Focus Quiz to learn where yo
Have you ever felt uneasy about investing when the market is nearing all time highs? What if a crash happens or it declines right away?In this episode we look to history to help inform what investors should do in this potentially tricky situati
I don't like goals... I like processes and systems and rituals that will eventually lead to accomplishing goals. I just call them, Areas of Focus. In this episode, I will go through my personal areas of focus for my financial life this year.St
In this episode, I explore the Canada Child Benefit (CCB), a tax-free financial support for families. l lead off discussing who qualifies and how much you can receive before going over how household income affects your CCB. Finally, I'll prov
Bonus
Becoming a TFSA Millionaire: Creating Generational Wealth with a Small Monthly Investment (Replay)
Finishing off the year with a few of my top episodes of 2023!Thanks to all of you for being loyal listeners of the podcast. See you with some new episodes in 2024Start the Find Your Focus Quiz to learn where you should be focusing your time and
Finishing off the year with a few of my top episodes of 2023!Thanks to all of you for being loyal listeners of the podcast. See you with some new episodes in 2024Start the Find Your Focus Quiz to learn where you should be focusing your time and
Dealing with money topics with a partner can be stressful and particularly stressful for the person who is not the "money person" in the relationship.In this episode, I help outline a way that you can very simply explain your entire money life
You might not want to hear it... but here are 7 inconvenient truths about investing: Low fees won't solve all your financial problemsAny long term investment worth owning will go down at some pointIf you're properly diversified, some part of yo
In this episode, I'll discuss the new TFSA contribution limit for 2024 and why it might be a good idea to withdraw funds now if you're planning to use them early next year. We'll also look at the First Home Savings Account (FHSA), and the impor
Are you well-armed against the 20 most common investing pitfalls? In this week's episode, I dive into the critical importance of setting reasonable expectations for returns, having clear investment goals, ensuring portfolio diversification, and
Have you ever struggled with finding the perfect gift for that person in your life who seems to have everything? This week, fellow financial planner Jordan Arndt joins me to propose a unique and meaningful solution: charitable gifts. Our conver
November is Financial Literacy Month in Canada and this week's episode is dedicated to that! We talk about the importance and benefits of financial literacy and then walk you through a quiz to see where you'd land on the literacy scale.If you n
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