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
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14:51
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14:51
The best thing you can do with your money in the next 3 months
Are you wondering what the best thing you can do with your money is right now? In this episode, you’ll discover the simple step that can put you miles ahead on your financial journey: tracking your spending for the next three months.You’ll hear real-life stories that show how easy it is to underestimate your expenses—and why knowing where your money goes is the foundation for confident retirement planning. You’ll get practical tips on how you can track your spending (with tools or a simple spreadsheet), and why this one habit can unlock clarity for your future.If you want to take control of your finances, start with this three-month challenge. You don’t need to sign up—just start today, and see how much more confident you feel about your money.Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money organized - Your Full Financial Picture Spreadsheet
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10:18
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10:18
Who can afford all this stuff??
Explore the real reasons behind overspending, debt, and financial comparison in this episode of the Canadian Money Roadmap Podcast. Discover how social pressure, priorities, and personal finance habits shape what we buy—and what we can truly afford.Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money organized - Your Full Financial Picture Spreadsheet
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14:27
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14:27
Five reasons your investment advisor isn't up to the job
In this episode of the Canadian Money Roadmap Podcast, Evan introduces a new segment called 'Hot Takes On Hot Days,' where he critiques an article from BNN Bloomberg titled 'Five Warning Signs Your Investment Advisor is Not Up to the Job.' Evan discusses the misunderstandings and incomplete information commonly found in such articles, covering topics like portfolio performance, fees, advisor communication, and tax considerations. He emphasizes the importance of understanding risk-reward relationships, the various structures of mutual funds and ETFs, and the necessity of having an advisor who comprehends the nuances of financial planning.Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money organized - Your Full Financial Picture Spreadsheet
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19:34
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19:34
Estate Planning Essentials with Aaron Hector
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.Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money organized - Your Full Financial Picture Spreadsheet
Canada - english