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Content provided by Evan Neufeld, CFP® and Evan Neufeld. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan Neufeld, CFP® and Evan Neufeld or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Financial Checklist To Set You Up For 2025

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Manage episode 452171416 series 2851814
Content provided by Evan Neufeld, CFP® and Evan Neufeld. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan Neufeld, CFP® and Evan Neufeld or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 opening a first home savings account (FHSA), tax loss/gain harvesting, timing TFSA redemptions, charitable giving, RRSP and RESP contributions, RRIF conversions, and the benefits of a registered disability savings plan (RDSP). Tune in to ensure you're on the right financial track as we approach 2025!

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

  continue reading

168 episodes

Artwork
iconShare
 
Manage episode 452171416 series 2851814
Content provided by Evan Neufeld, CFP® and Evan Neufeld. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan Neufeld, CFP® and Evan Neufeld or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 opening a first home savings account (FHSA), tax loss/gain harvesting, timing TFSA redemptions, charitable giving, RRSP and RESP contributions, RRIF conversions, and the benefits of a registered disability savings plan (RDSP). Tune in to ensure you're on the right financial track as we approach 2025!

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

  continue reading

168 episodes

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