Retirement is a time to enjoy the fruits of your labor, whether it's traveling, spending time with family, or fulfilling your bucket list. In this episode of the Canadian Money Roadmap Podcast, we present 15 critical questions to gauge if you'r...

In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, ...

Become a client in 2025In this episode of the Canadian Money Roadmap Podcast, we explore financial and retirement planning tailored for single individuals in Canada. With...

Watch this episode on YouTubeIn this episode, we explore the benefits and strategies behind using a spousal RRSP to optimize retirement savings, drawing from a real-life scenario with clients C...

In this episode, Evan Neufeld delves into how retirement income can fluctuate for Canadian retirees in 2025. Learn about the implications of converting RRSPs to RRIFs, including changes in minimum withdrawal amounts, portfolio balance changes, ...

Book an intro call with Evan Neufeld, CFP®Watch this episode on YouTubeCredit for the idea for this video goes to Aaron Hector ...

In this episode of the Canadian Money Roadmap Podcast, we explore practical strategies to save more money and improve your finances for 2025. Learn about the importance of reassessing your regular expenses, finding cheaper alternatives for nece...

Watch this episode on YouTubeAs the year draws to a close,  Evan shares nine powerful strategies to enhance your financial health, decrease your tax liabilities, and se...

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...

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 f...

Watch this episode on YouTubeIn this episode, Evan outlines three key decisions to set up your retirement on autopilot: asset allocati...

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 de...

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...

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...

Invest With EvanWatch this episode on YouTubeIn today's epis...

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 organizatio...

Watch this episode on YouTubeIn this episode of the Canadian Money Roadmap podcast, host Evan Neufeld chats with Jason Yee, the dynamic co-founder and CEO of

Join me as I revisit one of my most popular episodes ever on the Canadian Money Roadmap Podcast. In this special summer highlight, I delve into 'The Laws of Wealth' with Dr. Daniel Crosby. Dr. Crosby, a psychologist and behavioural finance expe...

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 entrepr...

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.

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 di...

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 s...

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, offerin...

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 ...

Gain a clear understanding of trusts and how they can be leveraged for estate planning with tax expert Amanda Doucette, my insightful guest and fellow podcaster from The Tax Chick. We take the mystery out of trusts, explaining the three certain...