The Canadian Money Roadmap

Mar 28 2025 164 ep. 22 mins 84
The Canadian Money Roadmap Podcast artwork

Invest smarter, master your money, live & give more

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What's next for Evan and this podcast

Mar 28 2025 5 mins  
Build your Retirement Plan With Evan This episode is an update on where I've been and where I'm going next. I'll see you very soon with new episodes! Everything But Money - Live event with Jessica Moorhouse in Saskatoon Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan

TFSA to RRSP: Maximizing Tax Savings

Feb 25 2025 13 mins  
Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan

Are you going to be ready to retire?

Feb 11 2025 17 mins  
Retirement is a time to enjoy the fruits of your labor, whether it's traveling, spending time with family, or fulfilling your bucket list. In this episode of the Canadian Money Roadmap Podcast, we present 15 critical questions to gauge if you're truly ready for retirement. From understanding your vision for retirement and calculating expenses to planning for healthcare costs and ma

How to not run out of money in retirement

Jan 28 2025 14 mins  
In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volat

Financial and Retirement Planning for Singles in Canada

Jan 21 2025 21 mins  
Become a client in 2025 In this episode of the Canadian Money Roadmap Podcast, we explore financial and retirement planning tailored for single individuals in Canada. With nearly 30% of Canadian households being single-person households, it's vital to highlight the unique benefits and strategies available for singles. From decision-making ease to agility in financial planning, we d

Save thousands with a spousal RRSP

Jan 15 2025 8 mins  
Watch this episode on YouTube In this episode, we explore the benefits and strategies behind using a spousal RRSP to optimize retirement savings, drawing from a real-life scenario with clients Curtis and Cynthia. The video outlines how high-income earners can contribute to a spousal RRSP under their partner's name and eventually convert it to a spousal RRIF, enabling tax-free withd

Your retirement income just changed. Here's why

Jan 07 2025 13 mins  
In this episode, Evan Neufeld delves into how retirement income can fluctuate for Canadian retirees in 2025. Learn about the implications of converting RRSPs to RRIFs, including changes in minimum withdrawal amounts, portfolio balance changes, and withholding tax. Evan also explains the complexities of LIFs, inflation adjustments for CPP and OAS benefits, and offers practical advic

Income tax is changing in 2025. Here's what's new and what isn't...

Dec 23 2024 12 mins  
Book an intro call with Evan Neufeld, CFP® Watch this episode on YouTube Credit for the idea for this video goes to Aaron Hector from CWB Wealth. You can find more of his insights on X and LinkedIn: https://x.com/AaronHectorCFP https://www.linkedin.com/in/aaronhector/ In this video, we discuss the recent changes announced by the Canadian government to income tax brackets and vario

How to save more money in 2025

Dec 10 2024 23 mins  
In this episode of the Canadian Money Roadmap Podcast, we explore practical strategies to save more money and improve your finances for 2025. Learn about the importance of reassessing your regular expenses, finding cheaper alternatives for necessities, and cutting down on non-essential recurring costs. We also discuss ways to save on travel expenses and effectively allocate your sa

Financial Checklist To Set You Up For 2025

Nov 26 2024 20 mins  
Watch this episode on YouTube As the year draws to a close, Evan shares nine powerful strategies to enhance your financial health, decrease your tax liabilities, and set yourself up for future success. Whether you're retired, working, or just starting your financial journey, this episode offers valuable insights including a new update relevant for 2024. Topics covered include openi