The Canadian Money Roadmap

My Money Philosophy

September 20, 2023 Evan Neufeld, CFP® Episode 99

In this episode, I review a few of the core ideas I share on this podcast about money.  Many of you are new listeners so I want to give you an overview of some themes that you'll continue to hear from me going forward.  I also realized that there are many more things I could have included here but I'll go over the following items this week:

1. Simple > Complicated

2. Systems are better than you at picking investments

3. "Always on" diversification

4. You control the factors that have the greatest effect on outcomes

5. Financial planning is more important than portfolio optimization


Invest With Evan

Become more confident with your money - Financial Foundations Course





People on this episode

Podcasts we love

Check out these other fine podcasts recommended by us, not an algorithm.

The Rational Reminder Podcast

Benjamin Felix & Cameron Passmore

Trillions

Bloomberg

The Journal.

The Wall Street Journal & Gimlet

The Pitch

Josh Muccio