Best Evan Neufeld Cfp Podcasts (2025)

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Cross-border money mistakes (and how to avoid them!) 42:28

Play Pause

8d ago42:28

42:28

If you’ve ever lived, worked, or held citizenship in both Canada and the U.S., your financial situation could be more complex than you realize. In this episode, Andrea Thompson explains what cross-border Canadians need to know about taxes, investments, retirement accounts, and common mistakes to avoid. Whether you’re planning a move or just want to…

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How to build a $500,000 portfolio 19:28

15d ago19:28

19:28

Evan marks 500,000 podcast downloads and shows how the same four habits that grew The Canadian Money Roadmap can grow a half‑million‑dollar investment portfolio: Stay consistent (not necessarily perfect) Lay a solid plan before you start Automate the boring stuff Know when to outsource Hear real‑life client stories, quick wins you can steal today, …

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Should You Invest or Pay Off Your Mortgage? 19:40

29d ago19:40

19:40

If you have some extra cash every month, should you invest more or pay down your mortgage? The answer that is best for you is going to consider more than just the interest rate of your mortgage and the most recent returns on your investments. Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Cont…

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How are Canadian portfolios holding up in 2025? 14:27

2M ago14:27

14:27

In this episode of the Canadian Money Roadmap Podcast, we'll analyze the volatile start to the 2025 stock market and explore how different types of investors—aggressive, conservative, and balanced—are faring. Note: This content is for informational purposes only and not specific investment advice. Thinking about retirement? Get your Retirement Read…

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What's next for Evan and this podcast 5:55

3M ago5:55

5:55

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 Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Contact Evan…

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TFSA to RRSP: Maximizing Tax Savings 13:46

4M ago13:46

13:46

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Contact EvanBy Evan Neufeld, CFP®

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Are you going to be ready to retire? 17:19

4M ago17:19

17:19

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 pl…

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How to not run out of money in retirement 14:35

5M ago14:35

14:35

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 c…

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Financial and Retirement Planning for Singles in Canada 21:45

5M ago21:45

21:45

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 a…

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Save thousands with a spousal RRSP 8:53

5M ago8:53

8:53

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 spo…

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Your retirement income just changed. Here's why 13:38

6M ago13:38

13:38

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 be…

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Income tax is changing in 2025. Here's what's new and what isn't... 12:18

6M ago12:18

12:18

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…

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How to save more money in 2025 23:43

7M ago23:43

23:43

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 expense…

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Financial Checklist To Set You Up For 2025 20:53

7M ago20:53

20:53

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 …

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How to use a TFSA for retirement 19:18

7M ago19:18

19:18

Watch this episode on YouTube In this episode of the Canadian Money Roadmap Podcast, we delve into the many benefits of Tax-Free Savings Accounts (TFSAs) for retirement income, covering one-time expenses, and leaving a tax-free legacy for your family. Discover how TFSAs can provide tax-free retirement income, offer flexibility for large expenses, a…

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7 Tips for a Fulfilling and Purposeful Retirement 23:37

8M ago23:37

23:37

Watch this episode on YouTube In this episode of the Canadian Money Roadmap Podcast, we explore seven actionable ideas to ensure a fun, fulfilling, and purposeful retirement. Moving beyond the financial aspects of retirement planning, Evan delves into the importance of creating structure, lifelong learning, building intentional relationships, focus…

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Retire on Autopilot 25:53

8M ago25:53

25:53

Watch this episode on YouTube In this episode, Evan outlines three key decisions to set up your retirement on autopilot: asset allocation, choosing the right plan type like RRSP or TFSA, and deciding how much to regularly invest. Learn how to simplify your retirement investing strategy with clear, actionable steps. Thinking about retirement? Get yo…

1
How to calculate your retirement number 25:18

9M ago25:18

25:18

In this episode of the Canadian Money Roadmap Podcast, Evan discusses the limitations of the '25x your expenses' rule for retirement savings. He delves into real-world considerations and personalized financial planning to realistically determine one's retirement number. Covered topics include tax implications, government benefits, retirement spendi…

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Retirement Roadmap: Mapping Out Your Income Sources 24:43

9M ago24:43

24:43

Watch this episode on YouTube Join us in Episode 4 of the Retirement Roadmap series on the Canadian Money Roadmap Podcast as we delve into the essential strategies and income sources to ensure a secure retirement. This episode focuses on practical steps to estimate your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits, and how to integ…

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Building Your Dream Retirement: Setting Targets and Goals 20:39

9M ago20:39

20:39

In this episode of the Canadian Money Roadmap Podcast, join Evan as he discusses how to build your dream retirement on your terms. Learn about setting spending and time targets, the importance of early planning, and practical savings milestones you should aim for at different ages. Whether you're aiming for financial freedom, work optional, or trad…

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Don’t even THINK about retirement before doing these 5 things 29:27

10M ago29:27

29:27

Invest With Evan Watch this episode on YouTube In today's episode of the Canadian Money Roadmap Podcast, we continue our Retirement Roadmap Series by focusing on the foundational elements necessary for a secure retirement. We discuss essential steps like ensuring consistent cash flow, getting disability and life insurance, setting up a will, and el…

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The Most Overlooked Step in Retirement Planning 27:31

10M ago27:31

27:31

In today's episode of the Canadian Money Roadmap Podcast, we embark on the first step in building your retirement roadmap. I'll share insights into getting your finances ready for this major life event, emphasizing the importance of organization. I'll also recount some personal experiences from our summer camping trips to highlight the significance…

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Your kids can graduate university debt-free | Feat. Jason Yee, CEO of GrantMe 44:37

10M ago44:37

44:37

Watch this episode on YouTube In this episode of the Canadian Money Roadmap podcast, host Evan Neufeld chats with Jason Yee, the dynamic co-founder and CEO of GrantMe. Jason shares invaluable insights on how Canadian families can navigate their way to a debt-free university education for their children. From understanding the difference between gra…

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The Laws of Wealth with Dr. Daniel Crosby - Greatest Hits 46:38

10M ago46:38

46:38

Join me as I revisit one of my most popular episodes ever on the Canadian Money Roadmap Podcast. In this special summer highlight, I delve into 'The Laws of Wealth' with Dr. Daniel Crosby. Dr. Crosby, a psychologist and behavioural finance expert, provides valuable insights into the psychology of money and how it shapes our financial decisions and …

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My career path as an independent CFP® Professional 27:53

1y ago27:53

27:53

In this episode of the Canadian Money Roadmap Podcast, host Evan Neufeld shares his personal journey to becoming a certified financial planner at an independent investment firm in Canada. Evan discusses his educational background, early entrepreneurial ventures, and the pivotal moments that led him to his current role. He elaborates on his experien…

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Retirement Reality Check: Know Your Income Needs 12:36

1y ago12:36

12:36

In today's episode, we're tackling one of the biggest challenges pre-retirees face: accurately calculating their retirement income needs. Many people underestimate their expenses, leading to potential shortfalls in their retirement planning. Join host Evan Neufeld as he breaks down the essential expenses you'll need to consider, including those tha…

1
Ask Evan: Your Financial Questions on Taxes, Investing, and Retirement 24:04

1y ago24:04

24:04

In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld addresses a wide range of listener questions. Topics covered include understanding capital gains on property sales, taxation of CPP payments, investment strategies for different time horizons, setting up custodial accounts for children, and managing pensions from previous employers…

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Can you retire at 55 with $500,000 in Canada? 13:45

1y ago13:45

13:45

Can You Retire at 55 in Canada with $500,000? Watch this episode on YouTube In this special Tuesday edition of the Canadian Money Roadmap Podcast, host Evan Neufeld shares the audio from his recent YouTube video discussing the feasibility of retiring with $500,000 in savings for a 55-year-old couple. He explores various factors such as spending nee…

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Investment Fund Performance: Costs, Turnover, and Long-Term Success 17:41

1y ago17:41

17:41

In this episode I explore why a significant number of investment funds fail to outperform their benchmarks (let alone survive for the long term). This episode breaks down the critical factors of high fees and high turnover, offering insights on how these elements negatively impact fund performance. Thinking about retirement? Get your Retirement Rea…

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I want to answer your questions! Here's the first one... 11:14

1y ago11:14

11:14

In this episode, I introduce my new Fan Mail feature where you can text me your questions. Depending on the questions I receive, I might be able to feature it in a future episode! Click on the link above the description to send me a text question. To clarify a few questions about this service: I cannot reply to the text, I don't receive your full p…

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Understanding Trusts for Effective Financial and Estate Planning 52:47

1y ago52:47

52:47

Gain a clear understanding of trusts and how they can be leveraged for estate planning with tax expert Amanda Doucette, my insightful guest and fellow podcaster from The Tax Chick. We take the mystery out of trusts, explaining the three certainties - intention, subject matter, and beneficiaries - that are essential to their formation. Whether you'r…

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TFSAs 101: My guest appearance on The Tax Chick Podcast with Amanda Doucette 32:06

1y ago32:06

32:06

On this week's episode, I was delighted to be a guest on Amanda Doucette's The Tax Chick Podcast to talk about all things Tax-Free Savings Accounts (TFSAs). As we delve into the nuanced world of TFSAs, you'll gain a clearer understanding of how these accounts can be much more than a place to stash your cash. Get the scoop on navigating over-contrib…

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Inefficiency is your friend...sometimes. 16:14

1y ago16:14

16:14

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 page from Morgan Housel's "Same as Ever: A Guide to What Never Changes," we delve into the unexpected virt…

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Understanding Segregated Funds with Mark McGrath 1:02:31

1y ago1:02:31

1:02:31

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, guarantees and other pros and cons. We also examine the human side, critiquing sales practices and exploring s…

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Time to sell? What you should expect after a good run for stocks 14:59

1y ago14:59

14:59

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. Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Contact Evan…

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3-7% Returns, TFSA Multi-Millionaires and What To Do Beyond $100,000 24:16

1y ago24:16

24:16

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-millionaire 3. What should be your priority after building your first $100,000 **For a more in-depth look at expected returns, check out the recent Rational Reminder Podcast e…

1
What happens to your RRSP after retirement? 17:20

1y ago17:20

17:20

In this week's episode we walk through the two phases of your RRSP: accumulation (RRSP) and spending (RRIF). Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Contact EvanBy Evan Neufeld, CFP®

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Income Splitting Strategies in Retirement 14:35

1+ y ago14:35

14:35

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. Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Contact Evan…

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Avoid These 6 TFSA Mistakes 12:14

1+ y ago12:14

12:14

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 watching as always. Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan…

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The Secret Ingredients of Stock Market Success 11:09

1+ y ago11:09

11:09

**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" was something quite unexpected? That's the essence of my snowy Saskatchewan weekend revelation: the culinary…

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Are ETF's safe? 19:04

1+ y ago19:04

19:04

In this episode I will discuss the ideas of "safe" investments and how risk can be viewed differently depending on your perspective. Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Contact EvanBy Evan Neufeld, CFP®

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The FIRE Movement with Sam Lichtman 34:46

1+ y ago34:46

34:46

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 lifestyle to this goal. Connect with Sam Lichtman, CFP® Thinking about retirement? Get your Retirement Rea…

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Maximizing Retirement Savings and Tax Benefits with Spousal RRSP Strategies 16:41

1+ y ago16:41

16:41

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 align your savings with your current income bracket to maximize tax benefits. With an eye on the future, we…

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Mastering Tax Season: A Guide to Navigating the CRA My Account 21:20

1+ y ago21:20

21:20

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 register for it before you file your taxes this year! Thinking about retirement? Get your Retirement Readiness Sco…

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Building Stability With Variable Income | With Aravind Sithamparapillai 39:38

1+ y ago39:38

39:38

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 brings a unique perspective and very practical advice. Connect with Aravind **Aravind is an Associate at Iro…

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Are stocks expensive? What should you do about it? 15:29

1+ y ago15:29

15:29

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. Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Contact Evan…

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Should you invest when stocks are at all time highs? 13:14

1+ y ago13:14

13:14

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 situation. Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Eva…

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My Financial Areas of Focus For 2024 20:46

1+ y ago20:46

20:46

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. Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Conta…

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Tax-Free Income for Families: Maximizing Your Canada Child Benefit 20:21

1+ y ago20:21

20:21

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 provide some strategies to increase your payments, including the impact of RRSP contributions. Thinking about re…

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Dividend Investing: Busting Myths and Understanding Risks with Mark McGrath (Replay) 41:15

1+ y ago41:15

41:15

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 2024 Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Contact EvanBy Evan Neufeld, CFP®