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Evan Neufeld, CFP® and Evan Neufeld에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Evan Neufeld, CFP® and Evan Neufeld 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/techsurge-deep-tech-vc-podcast">TechSurge: Deep Tech VC Podcast</a></span>
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The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, venture capital, and business. For entrepreneurs, investors, tech professionals, or anyone interested in where technology is headed next. Presented by Celesta Capital, and hosted by Celesta Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Join us as we examine the next major tech cycle, uncover emerging global tech hubs, and analyze where VC investment dollars are headed. Tune in to hear directly from Silicon Valley leaders, daring new founders, and visionary thinkers. Past guests on the podcast and TechSurge Live summits include Kara Swisher, Vinod Khosla, former PepsiCo CEO Indra Nooyi, Micron CEO Sanjay Mehrotra, and others. Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offering insights into the vast opportunities and complex challenges ahead. Episode topics include AI, data center transformation, blockchain, cyber security, healthcare innovation, VC investment trends, tips for first-time founders, and more. New episodes release every two weeks. Visit techsurgepodcast.com for more details and to sign up for our newsletter and other content!
The Canadian Money Roadmap
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Evan Neufeld, CFP® and Evan Neufeld에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Evan Neufeld, CFP® and Evan Neufeld 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Invest smarter, master your money, live & give more
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Manage series 2851814
Evan Neufeld, CFP® and Evan Neufeld에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Evan Neufeld, CFP® and Evan Neufeld 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Invest smarter, master your money, live & give more
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The Canadian Money Roadmap
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Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan
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The Canadian Money Roadmap
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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're truly ready for retirement. From understanding your vision for retirement and calculating expenses to planning for healthcare costs and managing risk, these questions will help you plan a confident and fulfilling retirement. Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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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, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volatility and uncertainty of your investments. Remember to consult with a financial professional before making any changes to your portfolio. 00:00 Introduction: Politics and Your Portfolio 00:23 Seven Ways to Manage Investment Risk 00:53 Diversification: Don't Put All Your Eggs in One Basket 02:13 Rules-Based Portfolio Implementation 05:26 The Role of Bonds in Your Portfolio 06:09 Cash Wedge Strategy 08:11 Exploring Annuities 09:55 Deferring Your CPP for Better Returns 11:06 Using Options for Portfolio Insurance 12:17 Conclusion and Final Thoughts Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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Become a client in 2025 In this episode of the Canadian Money Roadmap Podcast, we explore financial and retirement planning tailored for single individuals in Canada. With nearly 30% of Canadian households being single-person households, it's vital to highlight the unique benefits and strategies available for singles. From decision-making ease to agility in financial planning, we discuss the advantages and key priorities for singles aiming to retire with confidence. Additionally, we cover high savings rates, pensions, insurance needs, and the importance of professional financial planning. Tune in to get practical tips and insights specifically for single Canadians. 00:00 Introduction: Financial Planning for Singles in Canada 00:39 Understanding Singleness: Different Scenarios 01:39 Advantages of Being Single in Financial Planning 06:30 Successful Financial Strategies for Singles 10:25 Priorities for Single Individuals 20:09 Conclusion and Final Thoughts Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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Watch this episode on YouTube In 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 Curtis and Cynthia. The video outlines how high-income earners can contribute to a spousal RRSP under their partner's name and eventually convert it to a spousal RRIF, enabling tax-free withdrawals. We also discuss the spousal attribution rules, the significance of minimum withdrawals, and how to use these funds for TFSA contributions, ensuring the money remains tax-free. Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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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, and withholding tax. Evan also explains the complexities of LIFs, inflation adjustments for CPP and OAS benefits, and offers practical advice to plan for these changes in your retirement income. Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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1 Income tax is changing in 2025. Here's what's new and what isn't... 12:18
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Book an intro call with Evan Neufeld, CFP® Watch this episode on YouTube Credit for the idea for this video goes to Aaron Hector from CWB Wealth. You can find more of his insights on X and LinkedIn: https://x.com/AaronHectorCFP https://www.linkedin.com/in/aaronhector/ In this video, we discuss the recent changes announced by the Canadian government to income tax brackets and various benefits for 2025. These changes include a 2.7% increase to match inflation. While many benefits will see an increase, some elements such as the CPP death benefits and withholding tax system for RRIFs have remained unchanged for decades. Additionally, we examine other benefits like non-refundable tax credits, pension income amounts, and the Canada Education Savings Grant that have not kept up with inflation. Learn how these adjustments and untouched areas could affect your finances in the coming year. Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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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 necessities, and cutting down on non-essential recurring costs. We also discuss ways to save on travel expenses and effectively allocate your savings to ensure long-term financial benefits. Whether it’s lowering your phone bill or smart travel planning, these tips can help you get a head start on your New Year’s resolution to save more and spend less. 00:00 Introduction: New Year's Resolution for 2025 00:12 Practical Tips to Save Money Now 01:01 Reducing Regular Expenses: Phone Bills 07:32 Cutting Down on Non-Necessities 11:45 Saving on Travel Expenses 20:58 Maximizing Your Savings 22:51 Conclusion: Improving Your Finances for 2025 Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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Watch this episode on YouTube As the year draws to a close, Evan shares nine powerful strategies to enhance your financial health, decrease your tax liabilities, and set yourself up for future success. Whether you're retired, working, or just starting your financial journey, this episode offers valuable insights including a new update relevant for 2024. Topics covered include opening a first home savings account (FHSA), tax loss/gain harvesting, timing TFSA redemptions, charitable giving, RRSP and RESP contributions, RRIF conversions, and the benefits of a registered disability savings plan (RDSP). Tune in to ensure you're on the right financial track as we approach 2025! Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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Watch this episode on YouTube In 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 Introduction to TFSA for Retirement 00:41 TFSA vs. RRSP: Understanding the Differences 01:50 Using TFSA for Regular Monthly Income 03:40 Withholding Taxes: A Deep Dive 06:23 Systematic Withdrawal Plans (SWPs) 08:02 Covering One-Time Expenses with TFSA 12:34 TFSA for Estate Planning and Legacy 16:45 Conclusion and Recap Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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Watch this episode on YouTube In 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 and practical advice, this episode is designed to help you plan for a rewarding retirement experience. 00:00 Introduction: Purposeful Retirement 00:30 The Importance of Planning Beyond Finances 02:58 Creating a Retirement Vision Statement 03:50 Adding Structure to Your Retirement 07:13 Lifelong Learning and New Skills 09:29 Building Intentional Relationships 11:52 Prioritizing Health and Wellness 14:12 Service and Giving Back 15:54 Cultivating Creativity 18:12 Leaving a Legacy 20:24 Conclusion and Final Thoughts Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
Watch this episode on YouTube In 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. Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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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 inform listeners about personal finance beyond general guidelines, emphasizing the significance of tailored financial planning. 00:00 Introduction to Calculating Your Retirement Number 00:31 Welcome and Background Information 01:04 Overview of the Retirement Roadmap Series 01:43 Understanding the 25 Times Principle 02:57 Hypothetical Couple Case Study 04:02 Detailed Financial Breakdown 06:35 Retirement Spending and Timing 09:00 Government Benefits and Pensions 12:49 Impact of Assumptions on Retirement Number 17:47 Major Wrinkles Affecting Your Retirement Number 23:58 Conclusion and Final Thoughts Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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Watch this episode on YouTube Join 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, emphasizing the importance of a comprehensive retirement plan. Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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The Canadian Money Roadmap
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1 Building Your Dream Retirement: Setting Targets and Goals 20:39
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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 goals with your current lifestyle and income, and ensure you retire confidently. Don't forget to subscribe for more episodes on achieving your financial goals 00:00 Introduction to Building Your Dream Retirement 00:40 Setting Retirement Goals and Targets 03:24 Understanding Retirement Spending 08:34 Determining Your Retirement Timeline 14:52 Savings Milestones for Retirement 18:15 Recap and Next Steps Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan…
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