The Canadian Money Roadmap

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 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!Invest With EvanFinancial Foundations Course - Save 25% with code PODCAST25Full Financial Picture Spreadsheet

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 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 Retirement00:41 TFSA vs. RRSP: Understanding the Differences01:50 Using TFSA for Regular Monthly Income03:40 Withholding Taxes: A Deep Dive06:23 Systematic Withdrawal Plans (SWPs)08:02 Covering One-Time Expenses with TFSA12:34 TFSA for Estate Planning and Legacy16:45 Conclusion and RecapInvest With EvanFinancial Foundations Course - Save 25% with code PODCAST25Full Financial Picture Spreadsheet

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 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 Retirement00:30 The Importance of Planning Beyond Finances02:58 Creating a Retirement Vision Statement03:50 Adding Structure to Your Retirement07:13 Lifelong Learning and New Skills09:29 Building Intentional Relationships11:52 Prioritizing Health and Wellness14:12 Service and Giving Back15:54 Cultivating Creativity18:12 Leaving a Legacy20:24 Conclusion and Final ThoughtsInvest With EvanFinancial Foundations Course - Save 25% with code PODCAST25Full Financial Picture Spreadsheet

Watch this episode on YouTubeIn 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.Invest With EvanFinancial Foundations Course - Save 25% with code PODCAST25Full Financial Picture Spreadsheet