Best Evan Neufeld Podcasts (2025)

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Your Questions Answered | Evaluating ETFs & Withdrawal Order 19:47

Play Pause

4h ago19:47

19:47

In this Q&A episode of the Canadian Money Roadmap Podcast, Evan answers two listener questions: How do TD ETFs compare to other providers like Vanguard and BlackRock? Evan breaks down the differences, explains why TD funds may get less attention, and shares what to look for when evaluating ETFs for your portfolio. What’s the best order to withdraw …

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I want you to be on The Canadian Money Roadmap! 2:01

3h ago2:01

2:01

Record your money question here - No account or email required. 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture SpreadsheetBy Evan Neufeld, CFP®

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Invest like a smash burger 13:09

21d ago13:09

13:09

In this episode, we explore how the art of making the perfect smash burger—mastered by burger expert George Motz—parallels the principles of smart investing. Discover why simplicity, quality ingredients, and avoiding unnecessary complexity lead to better results, whether you’re building a great burger or a strong investment portfolio. Tune in for p…

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Your investing strategy is late to the party 15:40

29d ago15:40

15:40

In this episode of the Canadian Money Roadmap, we explore why chasing last year’s top-performing stocks or sectors can leave your investment strategy “late to the party.” Evan breaks down the pitfalls of following market hype—like AI, tech chips, utilities, and even nuclear power—and explains how much of the expected growth is already priced in by …

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Expectations, Upsets, and Investing: Lessons from Baseball and the Market 12:53

1M ago12:53

12:53

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, an…

1
Tips for smart spending 15:26

1M ago15:26

15:26

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…

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Unpacking The $660,000 Tax Nightmare 23:57

2M ago23:57

23:57

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 implic…

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RESP Strategy to Maximize Grants 10:36

2M ago10:36

10:36

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. 🗣️ I want to hear from you! Record your question here and you could be featured on an u…

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Don't take medical advice from your barber 14:51

2M ago14:51

14:51

This episode covers the pitfalls of bad financial advice and how to avoid it. 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture SpreadsheetBy Evan Neufeld, CFP®

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The best thing you can do with your money in the next 3 months 10:18

3M ago10:18

10:18

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 mon…

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Who can afford all this stuff?? 14:27

3M ago14:27

14:27

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. 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episo…

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Five reasons your investment advisor isn't up to the job 19:34

4M ago19:34

19:34

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 topi…

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Estate Planning Essentials with Aaron Hector 45:23

4M ago45:23

45:23

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 w…

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It’s Not Too Early: Planning Now for a Stress-Free Holiday 7:14

4M ago7:14

7:14

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 …

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The bank is ruining their chances at retirement! 17:03

4M ago17:03

17:03

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 ho…

1
I answer 37 of your TFSA questions 25:30

5M ago25:30

25:30

Enjoy this bonus episode coming from my YouTube channel which you can also watch here: https://youtu.be/AY6Pa-o25uY?si=O4ilORbUtz6OpC1m 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture Spreadsheet…

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Cross-border money mistakes (and how to avoid them!) 42:28

5M ago42:28

42:28

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…

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How to build a $500,000 portfolio 19:28

5M ago19:28

19:28

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 start Automate the boring stuff Know when to outsource Hear real‑life client stories, quick wins you can steal today, …

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Should You Invest or Pay Off Your Mortgage? 19:40

6M ago19:40

19:40

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. 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of t…

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How are Canadian portfolios holding up in 2025? 14:27

7M ago14:27

14:27

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. 🗣️ I want to hear from you! Record your question he…

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What's next for Evan and this podcast 5:55

8M ago5:55

5:55

Build your Retirement Plan With Evan This 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 Saskatoon 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your m…

1
TFSA to RRSP: Maximizing Tax Savings 13:46

9M ago13:46

13:46

🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture SpreadsheetBy Evan Neufeld, CFP®

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Are you going to be ready to retire? 17:19

9M ago17:19

17:19

Retirement is a time to enjoy the fruits of your labor, whether it's traveling, spending time with family, or fulfilling your bucket list. In this episode of the Canadian Money Roadmap Podcast, we present 15 critical questions to gauge if you're truly ready for retirement. From understanding your vision for retirement and calculating expenses to pl…

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How to not run out of money in retirement 14:35

10M ago14:35

14:35

In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with c…

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Financial and Retirement Planning for Singles in Canada 21:45

10M ago21:45

21:45

Become a client in 2025 In this episode of the Canadian Money Roadmap Podcast, we explore financial and retirement planning tailored for single individuals in Canada. With nearly 30% of Canadian households being single-person households, it's vital to highlight the unique benefits and strategies available for singles. From decision-making ease to a…

1
Save thousands with a spousal RRSP 8:53

10M ago8:53

8:53

Watch this episode on YouTube In this episode, we explore the benefits and strategies behind using a spousal RRSP to optimize retirement savings, drawing from a real-life scenario with clients Curtis and Cynthia. The video outlines how high-income earners can contribute to a spousal RRSP under their partner's name and eventually convert it to a spo…

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Your retirement income just changed. Here's why 13:38

11M ago13:38

13:38

In this episode, Evan Neufeld delves into how retirement income can fluctuate for Canadian retirees in 2025. Learn about the implications of converting RRSPs to RRIFs, including changes in minimum withdrawal amounts, portfolio balance changes, and withholding tax. Evan also explains the complexities of LIFs, inflation adjustments for CPP and OAS be…

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Income tax is changing in 2025. Here's what's new and what isn't... 12:18

11M ago12:18

12:18

Book an intro call with Evan Neufeld, CFP® Watch this episode on YouTube Credit for the idea for this video goes to Aaron Hector from CWB Wealth. You can find more of his insights on X and LinkedIn: https://x.com/AaronHectorCFP https://www.linkedin.com/in/aaronhector/ In this video, we discuss the recent changes announced by the Canadian government…

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How to save more money in 2025 23:43

12M ago23:43

23:43

In this episode of the Canadian Money Roadmap Podcast, we explore practical strategies to save more money and improve your finances for 2025. Learn about the importance of reassessing your regular expenses, finding cheaper alternatives for necessities, and cutting down on non-essential recurring costs. We also discuss ways to save on travel expense…

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Financial Checklist To Set You Up For 2025 20:53

12M ago20:53

20:53

Watch this episode on YouTube As 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 …

1
How to use a TFSA for retirement 19:18

1y ago19:18

19:18

Watch this episode on YouTube In 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, a…

1
7 Tips for a Fulfilling and Purposeful Retirement 23:37

1y ago23:37

23:37

Watch this episode on YouTube In 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, focus…

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Retire on Autopilot 25:53

1y ago25:53

25:53

Watch this episode on YouTube In 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. 🗣️ I want to hear from you! Recor…

1
How to calculate your retirement number 25:18

1y ago25:18

25:18

In this episode of the Canadian Money Roadmap Podcast, Evan discusses the limitations of the '25x your expenses' rule for retirement savings. He delves into real-world considerations and personalized financial planning to realistically determine one's retirement number. Covered topics include tax implications, government benefits, retirement spendi…

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Retirement Roadmap: Mapping Out Your Income Sources 24:43

1y ago24:43

24:43

Watch this episode on YouTube Join us in Episode 4 of the Retirement Roadmap series on the Canadian Money Roadmap Podcast as we delve into the essential strategies and income sources to ensure a secure retirement. This episode focuses on practical steps to estimate your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits, and how to integ…

1
Building Your Dream Retirement: Setting Targets and Goals 20:39

1y ago20:39

20:39

In this episode of the Canadian Money Roadmap Podcast, join Evan as he discusses how to build your dream retirement on your terms. Learn about setting spending and time targets, the importance of early planning, and practical savings milestones you should aim for at different ages. Whether you're aiming for financial freedom, work optional, or trad…

1
Don’t even THINK about retirement before doing these 5 things 29:27

1y ago29:27

29:27

Invest With Evan Watch this episode on YouTube In today's episode of the Canadian Money Roadmap Podcast, we continue our Retirement Roadmap Series by focusing on the foundational elements necessary for a secure retirement. We discuss essential steps like ensuring consistent cash flow, getting disability and life insurance, setting up a will, and el…

1
The Most Overlooked Step in Retirement Planning 27:31

1y ago27:31

27:31

In today's episode of the Canadian Money Roadmap Podcast, we embark on the first step in building your retirement roadmap. I'll share insights into getting your finances ready for this major life event, emphasizing the importance of organization. I'll also recount some personal experiences from our summer camping trips to highlight the significance…

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Your kids can graduate university debt-free | Feat. Jason Yee, CEO of GrantMe 44:37

1y ago44:37

44:37

Watch this episode on YouTube In this episode of the Canadian Money Roadmap podcast, host Evan Neufeld chats with Jason Yee, the dynamic co-founder and CEO of GrantMe. Jason shares invaluable insights on how Canadian families can navigate their way to a debt-free university education for their children. From understanding the difference between gra…

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The Laws of Wealth with Dr. Daniel Crosby - Greatest Hits 46:38

1+ y ago46:38

46:38

Join me as I revisit one of my most popular episodes ever on the Canadian Money Roadmap Podcast. In this special summer highlight, I delve into 'The Laws of Wealth' with Dr. Daniel Crosby. Dr. Crosby, a psychologist and behavioural finance expert, provides valuable insights into the psychology of money and how it shapes our financial decisions and …

1
My career path as an independent CFP® Professional 27:53

1+ y ago27:53

27:53

In this episode of the Canadian Money Roadmap Podcast, host Evan Neufeld shares his personal journey to becoming a certified financial planner at an independent investment firm in Canada. Evan discusses his educational background, early entrepreneurial ventures, and the pivotal moments that led him to his current role. He elaborates on his experien…

1
Retirement Reality Check: Know Your Income Needs 12:36

1+ y ago12:36

12:36

In today's episode, we're tackling one of the biggest challenges pre-retirees face: accurately calculating their retirement income needs. Many people underestimate their expenses, leading to potential shortfalls in their retirement planning. Join host Evan Neufeld as he breaks down the essential expenses you'll need to consider, including those tha…

1
Ask Evan: Your Financial Questions on Taxes, Investing, and Retirement 24:04

1+ y ago24:04

24:04

In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld addresses a wide range of listener questions. Topics covered include understanding capital gains on property sales, taxation of CPP payments, investment strategies for different time horizons, setting up custodial accounts for children, and managing pensions from previous employers…

1
Can you retire at 55 with $500,000 in Canada? 13:45

1+ y ago13:45

13:45

Can You Retire at 55 in Canada with $500,000? Watch this episode on YouTube In this special Tuesday edition of the Canadian Money Roadmap Podcast, host Evan Neufeld shares the audio from his recent YouTube video discussing the feasibility of retiring with $500,000 in savings for a 55-year-old couple. He explores various factors such as spending nee…

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Investment Fund Performance: Costs, Turnover, and Long-Term Success 17:41

1+ y ago17:41

17:41

In this episode I explore why a significant number of investment funds fail to outperform their benchmarks (let alone survive for the long term). This episode breaks down the critical factors of high fees and high turnover, offering insights on how these elements negatively impact fund performance. 🗣️ I want to hear from you! Record your question h…

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I want to answer your questions! Here's the first one... 11:14

1+ y ago11:14

11:14

In this episode, I introduce my new Fan Mail feature where you can text me your questions. Depending on the questions I receive, I might be able to feature it in a future episode! Click on the link above the description to send me a text question. To clarify a few questions about this service: I cannot reply to the text, I don't receive your full p…

1
Understanding Trusts for Effective Financial and Estate Planning 52:47

1+ y ago52:47

52:47

Gain a clear understanding of trusts and how they can be leveraged for estate planning with tax expert Amanda Doucette, my insightful guest and fellow podcaster from The Tax Chick. We take the mystery out of trusts, explaining the three certainties - intention, subject matter, and beneficiaries - that are essential to their formation. Whether you'r…

1
TFSAs 101: My guest appearance on The Tax Chick Podcast with Amanda Doucette 32:06

1+ y ago32:06

32:06

On this week's episode, I was delighted to be a guest on Amanda Doucette's The Tax Chick Podcast to talk about all things Tax-Free Savings Accounts (TFSAs). As we delve into the nuanced world of TFSAs, you'll gain a clearer understanding of how these accounts can be much more than a place to stash your cash. Get the scoop on navigating over-contrib…

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Inefficiency is your friend...sometimes. 16:14

1+ y ago16:14

16:14

Could the financial strategies that appear flawless on paper be leading us astray in the real world? We're peeling back the layers of investment principles to reveal why some inefficiencies might just be your portfolio's best friends. Taking a page from Morgan Housel's "Same as Ever: A Guide to What Never Changes," we delve into the unexpected virt…

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Understanding Segregated Funds with Mark McGrath 1:02:31

1+ y ago1:02:31

1:02:31

This week I'm joined by Mark McGrath as we dig into segregated funds. These investment vehicles blend mutual funds with insurance and offer unique guarantees but….. the benefits to investors are less clear. We delve into fees, performance, guarantees and other pros and cons. We also examine the human side, critiquing sales practices and exploring s…