144 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

    My career path as an independent CFP® Professional

    My career path as an independent CFP® Professional

    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 transitioning his firm's dealer to Sterling Mutuals and explains what it means to work at an independent firm. Evan also shares insights into hi...

    • 27 min
    Retirement Reality Check: Know Your Income Needs

    Retirement Reality Check: Know Your Income Needs

    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 remain, those that will disappear, and new ones that might arise. Evan provides practical tips and a free downloadable spreadsheet to help yo...

    • 12 min
    Ask Evan: Your Financial Questions on Taxes, Investing, and Retirement

    Ask Evan: Your Financial Questions on Taxes, Investing, and Retirement

    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. Evan offers practical financial advice, discusses the importance of timeline-specific investment risk, and highlights the value of working ...

    • 24 min
    Can you retire at 55 with $500,000 in Canada?

    Can you retire at 55 with $500,000 in Canada?

    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, savings strategies, and the impact of deferring Canada Pension Plan (CPP) benefits to age 70. Using retirement planning software and Monte Carlo...

    • 13 min
    Investment Fund Performance: Costs, Turnover, and Long-Term Success

    Investment Fund Performance: Costs, Turnover, and Long-Term Success

    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.

    • 17 min
    I want to answer your questions! Here's the first one...

    I want to answer your questions! Here's the first one...

    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 full phone number, you will not receive any spam from me, and it doesn't give you my personal cell number either.At the end of the episode, I t...

    • 11 min

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