The Canadian Money Roadmap

Evan Neufeld, CFP®
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The Canadian Money Roadmap

Invest smarter, master your money, live & give more

  1. 1 DAY AGO

    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...

    20 min

  2. NOV 6

    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...

    24 min

  3. OCT 23

    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

    27 min
  4. How to calculate your retirement number

    OCT 9

    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...

    26 min
  5. Retirement Roadmap: Mapping Out Your Income Sources

    SEP 25

    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...

    26 min

  6. SEP 18

    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...

    21 min

  7. SEP 11

    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...

    30 min

  8. SEP 4

    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...

    28 min
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About

Invest smarter, master your money, live & give more

Information

  • Creator
    Evan Neufeld, CFP®
  • Years Active
    2020 - 2024
  • Episodes
    154
  • Rating
    Clean
  • Copyright
    © 2024 The Canadian Money Roadmap
  • Show Website
    The Canadian Money Roadmap

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