Expectations, Upsets, and Investing: Lessons from Baseball and the Market
In this episode of the Canadian Money Roadmap Podcast, Evan records from his mobile studio (aka his truck) and reflects on the parallels between the Toronto Blue Jays’ unexpected playoff run and the world of investing. He discusses how both sports and markets can defy expectations, the importance of managing your emotions during winning streaks, and why it’s crucial to remember that “this too shall pass”—whether times are good or bad. Evan also touches on the value of risk management, the role of cash in your portfolio, and why speculative assets like Bitcoin and gold differ from stocks and bonds. Tune in for practical advice on keeping your investment expectations realistic and building a system you can stick with through market ups and downs.Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money organized - Your Full Financial Picture Spreadsheet
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13:10
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13:10
Tips for smart spending
In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld shares practical strategies for making smarter spending decisions during Amazon Prime Day and other major sales events. Learn how to spot real deals, avoid marketing tricks, and use tools like CamelCamelCamel to check price histories. Evan also discusses the value of spending money on meaningful experiences rather than just accumulating more stuff, and introduces a simple rule of thumb for deciding when to make a purchase. Tune in for actionable tips to help you get the most value from your money—on Prime Day and beyond.Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money organized - Your Full Financial Picture Spreadsheet
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15:42
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15:42
Unpacking The $660,000 Tax Nightmare
In this episode, Evan discusses a recent news story about a family facing a $660,000 tax bill after both parents passed away in the same year. He explains the tax rules around RRSPs, capital gains, and estate planning in Canada, and clarifies common misconceptions presented in the media. The episode covers the importance of understanding tax implications, planning ahead, and communicating with family about estate matters. Evan also shares practical advice on strategies like life insurance and early RRSP withdrawals.Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money organized - Your Full Financial Picture Spreadsheet
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24:14
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24:14
RESP Strategy to Maximize Grants
In this episode, learn a practical strategy for families with multiple children to get the most out of their Registered Education Savings Plan, especially when kids are different ages. Perfect for parents navigating tuition and RESP withdrawals this school year.Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money organized - Your Full Financial Picture Spreadsheet
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10:53
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10:53
Don't take medical advice from your barber
This episode covers the pitfalls of bad financial advice and how to avoid it.Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money organized - Your Full Financial Picture Spreadsheet
Canada - english