The Canadian Money Roadmap Evan Neufeld, CFP®
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- Economía y empresa
Invest smarter, master your money, live & give more
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My career path as an independent CFP® Professional
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, 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 experience tran...
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Retirement Reality Check: Know Your Income Needs
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...
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Ask Evan: Your Financial Questions on Taxes, Investing, and Retirement
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....
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Can you retire at 55 with $500,000 in Canada?
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...
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Investment Fund Performance: Costs, Turnover, and Long-Term Success
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.
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I want to answer your questions! Here's the first one...
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...