63 episodes

Learn how to invest smarter, reduce taxes and retire with confidence

The Canadian Money Roadmap Evan Neufeld, CFP®

    • Business

Learn how to invest smarter, reduce taxes and retire with confidence

    Financial Mistakes To Avoid In Your 30's

    Financial Mistakes To Avoid In Your 30's

    There are plenty of landmines to avoid when it comes to your money but in this episode I talk about 7 critical mistakes you'll want to be aware of in your 30's.

    If you're in your 20's, 40's, 50's or older, these are all relevant for you as well! But the decade of your 30's comes with unique challenges and opportunities that I wanted to focus on specifically.

    CONNECT WITH EVAN
    🖥 Website
    📧 hello@evanneufeld.com
    👥 LinkedIn
    ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST


    TFSA Maximizer Scorecard

    • 22 min
    Are you financially literate?

    Are you financially literate?

    November is Financial Literacy Month in Canada and this week's episode is dedicated to that! We talk about the importance and benefits of financial literacy and then walk you through a quiz to see where you'd land on the literacy scale.

    Of course, to help improve your financial literacy, please go back and listen to previous episodes of the podcast to learn more about the topics we discussed on this episode.

    CONNECT WITH EVAN
    🖥 Website
    📧 hello@evanneufeld.com
    👥 LinkedIn
    ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST
    TFSA Maximizer Scorecard

    • 23 min
    Your Questions Answered - November 2022

    Your Questions Answered - November 2022

    Thank you for all of your questions! In this podcast I cover off a few recent ones:

    1. Is now a good time to buy GICs?

    2. Did I buy the wrong investments?

    3. Should I sell and wait for the dust to settle?

    4. What's happening with  credit card fees?


    CONNECT WITH EVAN
    🖥 Website
    📧 hello@evanneufeld.com
    👥 LinkedIn
    ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST
    TFSA Maximizer Scorecard

    • 18 min
    Using Factors to Invest Smarter

    Using Factors to Invest Smarter

    You've likely heard of active and passive investing but factor investing is somewhere in the middle.  Sometimes called "smart beta", the idea behind factor investing is isolating the specific characteristics of an investment that can lead to outperformance, lower volatility or specific outcomes compared to the market as a whole. 


    Build your financial plan with Evan


    CONNECT WITH EVAN
    🖥 Website
    📧 hello@evanneufeld.com
    👥 LinkedIn
    ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST


    OTHER EPISODES

    Dividend Investing
    TFSA Maximizer Scorecard

    • 22 min
    Understanding the Stock Market and Indexes

    Understanding the Stock Market and Indexes

    This is a foundational episode on the topic of investing.  If you've ever wondered what "the market" really is or what an index is, this episode is for you.  I've heard from so many people that they feel embarrassed to ask some of these questions but they want to start investing. This episode is a great place to start to build your understanding of the stock market.

    TOPICS IN THIS EPISODE

    1. What is the stock market?

    2. How does it work?

    3. What is an index?

    4. Which indexes are worth paying attention to?

    Planet Money podcast about why you can ignore the Dow Jones

    CONNECT WITH EVAN
    🖥 Website
    📧 hello@evanneufeld.com
    👥 LinkedIn
    ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST
    TFSA Maximizer Scorecard

    • 22 min
    The Wisest Investment with Robin Taub

    The Wisest Investment with Robin Taub

    Robin Taub joins us today to discuss her book The Wisest Investment and how we can raise money-smart kids. 

    Jordan and I both have young kids so this topic has been on my mind recently.  As financial planners, we generally focus on retirees and business owner money issues instead of teaching the next generation about money so Robin's expertise was a great resource for us.

    To purchase a copy of her book and to find access to all the other resources she mentions in the episode, please go to https://robintaub.com or https://www.thewisestinvestment.com to download a free excerpt from the book.

    CONNECT WITH EVAN
    🖥 Website
    📧 hello@evanneufeld.com
    👥 LinkedIn
    ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST




    TFSA Maximizer Scorecard

    • 40 min

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