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 outcomesRetirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)?
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I answer 37 of your TFSA questions
Enjoy this bonus episode coming from my YouTube channel which you can also watch here: https://youtu.be/AY6Pa-o25uY?si=O4ilORbUtz6OpC1mRetirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)?
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Cross-border money mistakes (and how to avoid them!)
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 PlanningRetirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)?
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How to build a $500,000 portfolio
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 startAutomate the boring stuffKnow when to outsourceHear 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+)?
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Should You Invest or Pay Off Your Mortgage?
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+)?
Canada - english