The Canadian Money Roadmap

Evan Neufeld, CFP®

0.0(0개의 평가)
투자
매주 업데이트

Invest smarter, master your money, live & give more

1일 전

How to use a TFSA for retirement

Watch this episode on YouTubeIn 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, and simplify your estate planning. Don't miss this eye-opening discussion that could change how you think about your retirement strategy.00:00 Introd...

20분
11월 6일

7 Tips for a Fulfilling and Purposeful Retirement

Watch this episode on YouTubeIn 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, focusing on health and wellness, giving back through service, engaging in creative pursuits, and thinking about your legacy. Through real-life examples a...

24분
10월 23일

Retire on Autopilot

Watch this episode on YouTubeIn 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.Financial Foundations CourseInvest With EvanFinancial Foundations Course - Save 25% with code PODCAST25Full Financial Picture Spreadsheet

27분
10월 9일

How to calculate your retirement number

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 spending needs, and investment strategies, illustrating how these components can drastically alter retirement savings goals. The episode aims to in...

26분
9월 25일

Retirement Roadmap: Mapping Out Your Income Sources

Watch this episode on YouTubeJoin 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 integrate additional income sources like pensions, savings, and other assets. We also share tips on planning for fixed and variable income streams, empha...

26분
9월 18일

Building Your Dream Retirement: Setting Targets and Goals

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 traditional retirement, this episode is packed with valuable insights to help you plan effectively. Tune in to discover how to align your retirement go...

21분
9월 11일

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

Invest With EvanWatch this episode on YouTubeIn 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 eliminating high-interest debt. We also feature a real-world analogy of the Millennium Tower in San Francisco to underline the importance of a strong f...

30분
9월 4일

The Most Overlooked Step in Retirement Planning

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 of having a proper plan. Plus, don't miss the introduction of a fantastic tool to help you stay organized, covering everything from listing your i...

28분

모두 보기(154개)

예고편

Trailer

Financial Foundations CourseInvest With EvanFinancial Foundations Course - Save 25% with code PODCAST25Full Financial Picture Spreadsheet

2020. 06. 26.

•

1분

Invest smarter, master your money, live & give more

제작진

Evan Neufeld, CFP®
방송 연도

2020년 - 2024년
에피소드

154
등급

전체 연령 사용가
웹사이트 보기

The Canadian Money Roadmap

투자

투자

매월 업데이트
투자

투자

매주 업데이트
투자

투자

주 2회 업데이트
교육

교육

매주 업데이트
투자

투자

매주 업데이트
투자

투자

주 2회 업데이트
투자

투자

매주 업데이트

The Canadian Money Roadmap

How to use a TFSA for retirement

7 Tips for a Fulfilling and Purposeful Retirement

Retire on Autopilot

How to calculate your retirement number

Retirement Roadmap: Mapping Out Your Income Sources

Building Your Dream Retirement: Setting Targets and Goals

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

The Most Overlooked Step in Retirement Planning

예고편

Trailer

소개

정보

좋아할 만한 다른 항목

The Canadian Money Roadmap

에피소드

How to use a TFSA for retirement

7 Tips for a Fulfilling and Purposeful Retirement

Retire on Autopilot

How to calculate your retirement number

Retirement Roadmap: Mapping Out Your Income Sources

Building Your Dream Retirement: Setting Targets and Goals

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

The Most Overlooked Step in Retirement Planning

예고편

Trailer

소개

정보

좋아할 만한 다른 항목