The Canadian Money Roadmap Evan Neufeld, CFP®

Submit your comments or questions via text message (Evan CANNOT reply to your text but your question could be featured in a future episode)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 that will r...

Submit your comments or questions via text message (Evan CANNOT reply to your text but your question could be featured in a future episode)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....

Submit your comments or questions via text message (Evan CANNOT reply to your text but your question could be featured in a future episode)Can You Retire at 55 in Canada with $500,000? Watch this episode on YouTubeIn 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 needs, savi...

Submit your comments or questions via text message (Evan CANNOT reply to your text but your question could be featured in a future episode)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. Invest With Evan - Join The Waitlist

Submit your comments or questions via text message (Evan CANNOT reply to your text but your question could be featured in a future episode)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 ful...

Submit your comments or questions via text message (Evan CANNOT reply to your text but your question could be featured in a future episode)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're consi...