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.Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? 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.Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet
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45:23
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45:23
It’s Not Too Early: Planning Now for a Stress-Free Holiday
In this episode, Evan provides timely financial advice on planning ahead for the upcoming Christmas and holiday season, even in the middle of summer. He suggests setting up a budget and a dedicated holiday savings account to avoid financial stress in January. Additionally, he discusses thorough vacation budgeting, sharing his own experience of how careful planning revealed a significant increase in expected costs. Evan offers practical tips, including using a vacation planner spreadsheet with currency conversion to ensure a smooth and enjoyable trip without unexpected expenses.Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet
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7:14
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7:14
The bank is ruining their chances at retirement!
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+)? Get your money organized - Your Full Financial Picture Spreadsheet
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17:03
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17:03
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+)? Get your money organized - Your Full Financial Picture Spreadsheet
Canada - english