128 episodes

Invest smarter, master your money, live & give more

The Canadian Money Roadmap Evan Neufeld, CFP®

    • Business

Invest smarter, master your money, live & give more

    Are ETF's safe?

    Are ETF's safe?

    In this episode I will discuss the ideas of "safe" investments and how risk can be viewed differently depending on your perspective.



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    Get Organized with my Full Financial Picture Spreadsheet ($5)

    Financial Foundations Course ($99)

    The Canadian Money Roadmap on YouTube

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    • 19 min
    The FIRE Movement with Sam Lichtman

    The FIRE Movement with Sam Lichtman

    In our conversation we discuss the concepts of the Financial Independence Retire Early (FIRE) movement. 

    If you're wanting to pursue FIRE for yourself, we go over a few challenges you might run into and things to consider before committing your lifestyle to this goal.

    Connect with Sam Lichtman, CFP®
    --
    Get Organized with my Full Financial Picture Spreadsheet ($5)

    Financial Foundations Course ($99)

    The Canadian Money Roadmap on YouTube

    Connect With Evan

    • 34 min
    Maximizing Retirement Savings and Tax Benefits with Spousal RRSP Strategies

    Maximizing Retirement Savings and Tax Benefits with Spousal RRSP Strategies

    Unlock the full potential of your retirement savings with our latest episode, where we unravel  the power of spousal RRSPs.  As the RRSP deadline looms, we delve into strategies that not only prepare you for a stable retirement but also smartly align your savings with your current income bracket to maximize tax benefits. With an eye on the future, we discuss how adjusting your contributions can significantly reduce your taxable income now and how a spousal RRSP can be a game-changer for couples, particularly where one spouse earns a higher income.

    Our conversation extends beyond just RRSPs, as we explore the clever use of spousal RSPs for income splitting, which can be especially advantageous in single-income, households. We dissect the three-year rule that prevents immediate withdrawal by the non-contributing spouse. This episode doesn't just throw numbers and rules at you; it integrates these strategies with other financial vehicles like TFSAs and FHSAs, painting a comprehensive picture of how to stretch every dollar for a financially secure horizon. Join us as we guide you through these pivotal strategies, ensuring you're equipped to make informed decisions that could pay dividends in your golden years.
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    Get Organized with my Full Financial Picture Spreadsheet ($5)

    Financial Foundations Course ($99)

    The Canadian Money Roadmap on YouTube

    Connect With Evan

    • 16 min
    Mastering Tax Season: A Guide to Navigating the CRA My Account

    Mastering Tax Season: A Guide to Navigating the CRA My Account

     In this episode I walk you through the benefits of registering for your CRA My Account. It is an incredibly useful tool for understanding your tax situation and finding tax slips all in one place. 

    I would highly recommend that everyone register for it before you file your taxes this year! 
    --
    Get Organized with my Full Financial Picture Spreadsheet ($5)

    Financial Foundations Course ($99)

    The Canadian Money Roadmap on YouTube

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    • 21 min
    Building Stability With Variable Income | With Aravind Sithamparapillai

    Building Stability With Variable Income | With Aravind Sithamparapillai

    Today, I'm joined by Aravind Sithamparapillai to discuss financial planning for people with variable incomes including sales professionals.

    Aravind has a wealth of personal experience in this area as a former medical device salesperson so he brings a unique perspective and very practical advice.

    Connect with Aravind

    **Aravind is an Associate at Ironwood Wealth Management however, he inadvertently used the formal title of "Advisor" later in the episode.
    --
    Get Organized with my Full Financial Picture Spreadsheet ($5)

    Financial Foundations Course ($99)

    The Canadian Money Roadmap on YouTube

    Connect With Evan

    • 39 min
    Are stocks expensive? What should you do about it?

    Are stocks expensive? What should you do about it?

    Welcome to Part 2 of my exploration of investing at "all time highs". This week, I'm looking into high valuations and what it means for investors nervous about investing when stocks are expensive.
    --
    Get Organized with my Full Financial Picture Spreadsheet ($5)

    Financial Foundations Course ($99)

    The Canadian Money Roadmap on YouTube

    Connect With Evan

    • 15 min

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