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 PlanningThinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With EvanContact Evan
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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.Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With EvanContact Evan
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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.Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With EvanContact Evan
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How are Canadian portfolios holding up in 2025?
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.Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With EvanContact Evan
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What's next for Evan and this podcast
Build your Retirement Plan With EvanThis 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 SaskatoonThinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With EvanContact Evan
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