The Canadian Money Roadmap

By Evan Neufeld, CFP®

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Category: Investing

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Subscribers: 13
Reviews: 0
Episodes: 153

Description

Invest smarter, master your money, live & give more


Episode Date
7 Tips for a Fulfilling and Purposeful Retirement
Nov 06, 2024
Retire on Autopilot
Oct 23, 2024
How to calculate your retirement number
Oct 09, 2024
Retirement Roadmap: Mapping Out Your Income Sources
Sep 25, 2024
Building Your Dream Retirement: Setting Targets and Goals
Sep 18, 2024
Don’t even THINK about retirement before doing these 5 things
Sep 11, 2024
The Most Overlooked Step in Retirement Planning
Sep 04, 2024
Your kids can graduate university debt-free | Feat. Jason Yee, CEO of GrantMe
Aug 28, 2024
The Laws of Wealth with Dr. Daniel Crosby - Greatest Hits
Aug 15, 2024
My career path as an independent CFP® Professional
Jun 12, 2024
Retirement Reality Check: Know Your Income Needs
Jun 05, 2024
Ask Evan: Your Financial Questions on Taxes, Investing, and Retirement
May 29, 2024
Can you retire at 55 with $500,000 in Canada?
May 28, 2024
Investment Fund Performance: Costs, Turnover, and Long-Term Success
May 22, 2024
I want to answer your questions! Here's the first one...
May 15, 2024
Understanding Trusts for Effective Financial and Estate Planning
May 08, 2024
TFSAs 101: My guest appearance on The Tax Chick Podcast with Amanda Doucette
May 01, 2024
Inefficiency is your friend...sometimes.
Apr 24, 2024
Understanding Segregated Funds with Mark McGrath
Apr 17, 2024
Time to sell? What you should expect after a good run for stocks
Apr 10, 2024
3-7% Returns, TFSA Multi-Millionaires and What To Do Beyond $100,000
Apr 03, 2024
What happens to your RRSP after retirement?
Mar 27, 2024
Income Splitting Strategies in Retirement
Mar 20, 2024
Avoid These 6 TFSA Mistakes
Mar 13, 2024
The Secret Ingredients of Stock Market Success
Mar 06, 2024
Are ETF's safe?
Feb 28, 2024
The FIRE Movement with Sam Lichtman
Feb 21, 2024
Maximizing Retirement Savings and Tax Benefits with Spousal RRSP Strategies
Feb 14, 2024
Mastering Tax Season: A Guide to Navigating the CRA My Account
Feb 07, 2024
Building Stability With Variable Income | With Aravind Sithamparapillai
Jan 31, 2024
Are stocks expensive? What should you do about it?
Jan 24, 2024
Should you invest when stocks are at all time highs?
Jan 17, 2024
My Financial Areas of Focus For 2024
Jan 10, 2024
Tax-Free Income for Families: Maximizing Your Canada Child Benefit
Jan 03, 2024
Dividend Investing: Busting Myths and Understanding Risks with Mark McGrath (Replay)
Dec 27, 2023
Becoming a TFSA Millionaire: Creating Generational Wealth with a Small Monthly Investment (Replay)
Dec 27, 2023
Get on the same page: Communication, Collaboration, and Future Planning with your partner
Dec 20, 2023
Inconvenient Truths about Investing
Dec 13, 2023
Financial Strategies for the End of 2023
Dec 06, 2023
Quit Making These Investing Mistakes
Nov 29, 2023
A gift for the person who has everything
Nov 22, 2023
Understanding Your Money: Why Financial Literacy Is Actually Important
Nov 15, 2023
The Money Topics You Need To Know
Nov 08, 2023
Making a $187,000 TFSA Contribution
Nov 01, 2023
Maximizing Your Canada Pension Plan (CPP) Benefits with Jason Yee
Oct 25, 2023
Dealing with Job Loss, The Cost of Homeownership, "Bad" Investments, and Intro To The Enhanced CPP
Oct 18, 2023
Managing and Transitioning Generational Wealth: Keys to Success with Steve Willems CFP®
Oct 11, 2023
Exploring Retirement: Perceptions, Priorities, and Planning with Michelle Munro
Oct 04, 2023
The Laws of Wealth with Dr. Daniel Crosby: Behavioural Finance and The Power of Rules-Based Investing
Sep 27, 2023
My Money Philosophy
Sep 20, 2023
Dividend Investing: Busting Myths and Understanding Risks with Mark McGrath
Sep 13, 2023
Strategies to Improve Your Finances Today
Sep 06, 2023
Tips For A Beginner Investor
Aug 30, 2023
The Three-Account Cash Flow System for Financial Stability
Aug 23, 2023
The Language of Money (For Canadians!)
Aug 15, 2023
Your TFSA Questions Answered
Aug 09, 2023
New and Noteworthy: YTD Stock Market Returns, Bad TikTok advice and Beyoncé causing inflation
Aug 02, 2023
Discovering the Truth behind Investment Returns
Jul 26, 2023
Becoming a TFSA Millionaire: Creating Generational Wealth with a Small Monthly Investment
Jul 19, 2023
What's your net worth?
Jul 12, 2023
Why you're trailing the market, credit card myths, comparing to others and lottery decisions
Jul 05, 2023
The Power of Single Fund Strategies
Jun 28, 2023
Expert Advice on Selecting the Best Financial Planner for Your Needs
Jun 21, 2023
New and Noteworthy: Wildfire Impact, Interest Rates, Building Wealth In Canada and VC's Abandoning Crypto
Jun 14, 2023
Unlock Your Financial Potential: Find Your Focus Scorecard
Jun 07, 2023
Baseball, Emotions, and the Expectations of Investing
May 31, 2023
Your Q's Answered: Portfolio Building, TFSAs, and Navigating Capital Gains Tax
May 24, 2023
How To Get Rich: Netflix Series Review
May 17, 2023
How to invest your first $100,000
May 10, 2023
$1M RRSPs, $90k Bill to CRA and Costco Savings
May 03, 2023
Trust The Process
Apr 26, 2023
Estate Planning Isn't Scary with Lauren Scharfstein
Apr 19, 2023
Maximizing the First Home Savings Account: A Complete Guide with Aaron Hector CFP®, R.F.P., TEP
Apr 12, 2023
Government Spending, Higher Oil Prices and a $1 Billion Lawsuit
Apr 05, 2023
Dumb Money Mistakes I've Made
Mar 29, 2023
Understanding Your Workplace Benefits with Andrea Hansen CFP®
Mar 22, 2023
What happened to Silicon Valley Bank??
Mar 17, 2023
How To Maximize The Value of Your RRSP
Mar 15, 2023
Your Money Lifeforce
Mar 08, 2023
$1.7 Million & 1.7%: Retirement Needs and Returns Missed
Mar 01, 2023
Corporations: Benefits, Taxes and Investing Considerations with Mark McGrath CFP®, CIM®, CLU®.
Feb 22, 2023
Your Investment Approach: Small Cap and Value Stocks
Feb 15, 2023
Your Investment Approach: Diversification
Feb 08, 2023
4.5% Interest Rates, Grocery Prices and Tech Layoffs
Feb 01, 2023
Your Investment Approach: Active vs Passive
Jan 25, 2023
Your Investment Approach: Strategic or Tactical
Jan 18, 2023
Your Investment Approach: Stocks and Bonds
Jan 11, 2023
Building Your Investment Approach
Jan 04, 2023
What you need to know going into 2023
Dec 28, 2022
6 Benefits of professional financial advice with Steven Guenther, CFP®
Dec 14, 2022
Financial Mistakes To Avoid In Your 30's
Nov 30, 2022
Are you financially literate?
Nov 16, 2022
Your Questions Answered - November 2022
Nov 02, 2022
Using Factors to Invest Smarter
Oct 19, 2022
Understanding the Stock Market and Indexes
Oct 05, 2022
The Wisest Investment with Robin Taub
Sep 21, 2022
How to reduce points of failure in your portfolio
Sep 07, 2022
Investing for Good: Understanding ESG Investing
Aug 24, 2022
Dividend Investing
Aug 10, 2022
What happens to your pension when you leave your job?
Jul 27, 2022
Leverage: Should you borrow money to invest?
Jul 13, 2022
The Man In The Arena
Jun 29, 2022
Just Keep Buying by Nick Maggulli: Review, Thoughts and Key Takeaways
Jun 15, 2022
Guide to Recessions and Bear Markets
Jun 01, 2022
Tax-saving strategies for making the most of your charitable gifts
May 18, 2022
Why you should care about rising interest rates
May 04, 2022
How to help your kids buy a home
Apr 20, 2022
Should you rent or buy a home?
Apr 06, 2022
Start planning for your next vacation
Mar 23, 2022
Reduce your taxes with deductions and credits
Mar 09, 2022
How will the Russia-Ukraine conflict affect your strategy?
Feb 24, 2022
Why do prices keep going up?
Feb 23, 2022
The Perfect RRSP Strategy
Feb 09, 2022
Dips, Corrections and Crashes
Jan 26, 2022
5 Steps to set up your TFSA for 2022
Jan 12, 2022
How can money make you happier? A conversation with Andrew Hallam
Dec 29, 2021
Do you really need to have $1M to retire?
Dec 15, 2021
Are your investments appropriate for your retirement timeline?
Dec 01, 2021
Do you need an emergency fund in retirement?
Nov 17, 2021
That other government pension plan... OAS (Old Age Security)
Nov 03, 2021
How much will you get from the Canada Pension Plan?
Oct 20, 2021
RRSP, LIRA, TFSA.... Where do you withdraw from first?
Oct 06, 2021
Do you plan to work in retirement?
Sep 22, 2021
Will you have any guaranteed income in retirement?
Sep 08, 2021
Rebalance your investments
Aug 18, 2021
Reduce taxes with a spousal RRSP
Aug 11, 2021
TFSAs are great but watch out....
Aug 04, 2021
Investing vs Gambling
Jul 28, 2021
Optimize your investments by plan type
Jul 21, 2021
Stocks, Bonds or Cash? How do you decide?
Jul 14, 2021
Understanding Investment Risk
Jul 07, 2021
The Next Steps - Season 2 Recap
May 27, 2021
Investing Basics Part 3 - Mutual Funds and ETFs
May 14, 2021
Investing Basics Part 2 - Bonds
Apr 28, 2021
Investing Basics Part 1 - Stocks
Apr 14, 2021
Registered Education Savings Plans featuring Steven Guenther, CFP
Mar 31, 2021
Mortgage Masterclass with Bud Jorgenson
Mar 17, 2021
How to file your taxes in 2021 featuring Luke Hergott CPA
Mar 03, 2021
Is an RRSP the best choice for your retirement savings?
Feb 16, 2021
Buying a House featuring Kindra Sowden
Feb 03, 2021
Money & Marriage - From The Sask Wedding Podcast w/ Matt Ramage
Jan 20, 2021
Using a TFSA like a pro
Jan 06, 2021
Your Financial Foundations - Season 1 Recap
Nov 04, 2020
Do I really need a will? An interview with Elizabeth Williamson
Oct 21, 2020
Starting a Business: Interview with Alisha Esmail of Road Coffee Co.
Oct 07, 2020
Tax Basics and "The Next Bracket" Myth
Sep 23, 2020
Insuring Your Most Valuable Asset
Sep 09, 2020
Budgeting for people who hate budgeting
Aug 26, 2020
Student Loans, Lines of Credit and How to Get Through Postgrad Debt Free
Aug 12, 2020
Buying a Car
Jul 29, 2020
Credit Cards - Pros, Cons and Strategies
Jul 15, 2020
Should you have an emergency fund?
Jul 01, 2020
Trailer
Jun 26, 2020