The Canadian Money Roadmap podcast

Player FM - Internet Radio Done Right

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추가했습니다 five 년 전

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.

Netflix Sports Club Podcast

1
America’s Sweethearts: Dallas Cowboys Cheerleaders Season 2 - Tryouts, Tears, & Texas 32:48

5 weeks 전32:48

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32:48

America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…

The Canadian Money Roadmap

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Invest smarter, master your money, live & give more

172 에피소드

#Trading #Business #Self-Improvement #Podcasting Education #Evan Neufeld, CFP® #Evan Neufeld

The Canadian Money Roadmap

29 subscribers

updated 약 20시간 전

시리즈 홈•Feed

Invest smarter, master your money, live & give more

172 에피소드

#Trading #Business #Self-Improvement #Podcasting Education #Evan Neufeld, CFP® #Evan Neufeld

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The Canadian Money Roadmap

1
Estate Planning Essentials with Aaron Hector 46:13

20 hours 전46:13

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46:13

In this episode, Evan is joined by Aaron Hector to walk through the basics of estate planning. They cover what a will does, the role of an executor, and the importance of powers of attorney and health care directives. They also talk about probate, taxes at death, and why it’s important to keep your estate plan up to date. Aaron Hector is a senior wealth advisor, and founding partner of Calgary-based TIER Wealth, which is a partner of Q Wealth Partners. He is also the President of the Institute of Advanced Financial Planners. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
It’s Not Too Early: Planning Now for a Stress-Free Holiday 8:05

6일 전8:05

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8:05

In this episode, Evan provides timely financial advice on planning ahead for the upcoming Christmas and holiday season, even in the middle of summer. He suggests setting up a budget and a dedicated holiday savings account to avoid financial stress in January. Additionally, he discusses thorough vacation budgeting, sharing his own experience of how careful planning revealed a significant increase in expected costs. Evan offers practical tips, including using a vacation planner spreadsheet with currency conversion to ensure a smooth and enjoyable trip without unexpected expenses. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
The bank is ruining their chances at retirement! 17:53

15일 전17:53

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17:53

In this episode of the Canadian Money Roadmap, Evan Neufeld discusses a real-life case study of a couple, Cal and Steph (**not their real names...), who were frustrated with the advice they were getting from the bank. He identifies three main issues: poor use of RRSPs, overly conservative asset allocation, and high investment fees. Evan explains how simple adjustments in these areas can significantly improve retirement outcomes Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
I answer 37 of your TFSA questions 26:21

17일 전26:21

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26:21

Enjoy this bonus episode coming from my YouTube channel which you can also watch here: https://youtu.be/AY6Pa-o25uY?si=O4ilORbUtz6OpC1m Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

The Canadian Money Roadmap

1
Cross-border money mistakes (and how to avoid them!) 43:18

5 weeks 전43:18

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43:18

If you’ve ever lived, worked, or held citizenship in both Canada and the U.S., your financial situation could be more complex than you realize. In this episode, Andrea Thompson explains what cross-border Canadians need to know about taxes, investments, retirement accounts, and common mistakes to avoid. Whether you’re planning a move or just want to stay onside with the IRS, this is a conversation worth hearing. Andrea Thompson: Modern Cents - Advice Only Financial Planning Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
How to build a $500,000 portfolio 20:19

6 weeks 전20:19

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20:19

Evan marks 500,000 podcast downloads and shows how the same four habits that grew The Canadian Money Roadmap can grow a half‑million‑dollar investment portfolio: Stay consistent (not necessarily perfect) Lay a solid plan before you start Automate the boring stuff Know when to outsource Hear real‑life client stories, quick wins you can steal today, and why the right metrics matter more than having a big pile of cash. If you want a clear, doable path to your first $500k (and beyond), this episode is for you. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
Should You Invest or Pay Off Your Mortgage? 20:30

8 weeks 전20:30

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20:30

If you have some extra cash every month, should you invest more or pay down your mortgage? The answer that is best for you is going to consider more than just the interest rate of your mortgage and the most recent returns on your investments. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

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How are Canadian portfolios holding up in 2025? 15:17

12 weeks 전15:17

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15:17

In this episode of the Canadian Money Roadmap Podcast, we'll analyze the volatile start to the 2025 stock market and explore how different types of investors—aggressive, conservative, and balanced—are faring. Note: This content is for informational purposes only and not specific investment advice. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
What's next for Evan and this podcast 6:46

17 weeks 전6:46

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6:46

Build your Retirement Plan With Evan This episode is an update on where I've been and where I'm going next. I'll see you very soon with new episodes! Everything But Money - Live event with Jessica Moorhouse in Saskatoon Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
TFSA to RRSP: Maximizing Tax Savings 14:37

21 weeks 전14:37

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14:37

Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

The Canadian Money Roadmap

1
Are you going to be ready to retire? 18:09

23 weeks 전18:09

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18:09

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. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
How to not run out of money in retirement 15:25

25 weeks 전15:25

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15:25

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 Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

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Financial and Retirement Planning for Singles in Canada 22:35

26 weeks 전22:35

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22:35

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 Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
Save thousands with a spousal RRSP 9:43

27 weeks 전9:43

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9:43

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. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
Your retirement income just changed. Here's why 14:29

28 weeks 전14:29

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14:29

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. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…