Podcast The Canadian Money Roadmap by Evan Neufeld, CFP® Episodes

Explore every episode of the podcast The Canadian Money Roadmap

Dive into the complete episode list for The Canadian Money Roadmap. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

	Title	Pub. Date	Duration
	I want you to be on The Canadian Money Roadmap!	11 Nov 2025	00:02:46
Send us Fan Mail Record your money question here - No account or email required. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Why Simple Investing Beats Complicated Portfolios (The Smash Burger Strategy)	29 Oct 2025	00:13:54
Send us Fan Mail 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 practical insights and a fresh perspective on financial success. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Five reasons your investment advisor isn't up to the job	30 Jul 2025	00:20:19
Send us Fan Mail 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. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Trust The Process	26 Apr 2023	00:18:12
Send us Fan Mail To be a successful investor, you need to have a process for making investment decisions. To be more specific, you need to have a good process. In this episode, I talk about some of the things you need to consider to make sure you have a good investment process that can be repeated over and over again. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Estate Planning Isn't Scary with Lauren Scharfstein	19 Apr 2023	00:44:25
Send us Fan Mail The legal side of money is one most people don't spend much time on but it can have a massive impact on your loved ones. Lauren Scharfstein is an estate lawyer at Scharfstein LLP here in Saskatoon and she walks us through how we can be proactive with estate planning (yes, even us "young" people) so we can feel empowered and confident with our money. You can connect with Lauren by email at lscharfstein@scharfsteinlaw.com. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Maximizing the First Home Savings Account: A Complete Guide with Aaron Hector CFP®, R.F.P., TEP	12 Apr 2023	00:47:14
Send us Fan Mail Hot off the presses, the First Home Savings Account is a new account type that will help Canadians build a tax free down payment on their first home. However, it is much more valuable than that and Aaron Hector walks us through all of the details and how to maximize the value of this new account. Follow Aaron Hector on Twitter to keep up with more of his expert insight on finances for Canadians. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Government Spending, Higher Oil Prices and a $1 Billion Lawsuit	05 Apr 2023	00:16:21
Send us Fan Mail A roundup of some recent news items including the federal budget, oil price increases, minimum wage increases and a lawsuit against YouTubers promoting FTX. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Dumb Money Mistakes I've Made	29 Mar 2023	00:22:26
Send us Fan Mail An honest discussion of some things I've done that are "dumb" on paper but made sense for my own situation. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Understanding Your Workplace Benefits with Andrea Hansen CFP®	22 Mar 2023	00:44:17
Send us Fan Mail Andrea Hansen is the president of Sutton Benefits and Pension and is an expert in all aspects of workplace benefits plans. She joins me on this episode to help us all understand what to be looking for if you're considering a new job or what questions to ask to better understand your benefits at your current employer. If you are a business owner in SK or AB and would like to get in touch with Andrea regarding your total rewards, please reach out to her by email at ahansen@suttonplanning.ca or connect with her on LinkedIn. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	What happened to Silicon Valley Bank??	17 Mar 2023	00:15:41
Send us Fan Mail A bonus episode for all of you who aren't quite sure what has been going on with the banking sector in the US and specifically with Silicon Valley Bank. For an "in the weeds" look at the situation, check out The Demise of Silicon Valley Bank by Marc Rubinstein. Let me know what you think at hello@evanneufeld.com 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	How To Maximize The Value of Your RRSP	15 Mar 2023	00:16:29
Send us Fan Mail Some easy and some not so easy things you can do to maximize the value of your RRSP and to help you decide whether you should be using an RRSP in the first place. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Your Money Lifeforce	08 Mar 2023	00:11:44
Send us Fan Mail Short episode here about things you can do to start taking action on your finances to feel less overwhelm. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	$1.7 Million & 1.7%: Retirement Needs and Returns Missed	01 Mar 2023	00:21:35
Send us Fan Mail First episode of the month means another batch of New and Noteworthy. I take a look at a survey from BMO that found Canadians feel like they need $1.7 million to retire and give some reasons why that may or may not be the "right" number. Secondly, I review some research from Morningstar that looks at why investors' returns have been consistently lower (1.7% on average) than the funds and ETFs they invest in. Canadians now expect to need $1.7M in order to retire: BMO survey Mind the Gap 2022: A report on investor returns in the United States. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Estate Planning Essentials with Aaron Hector	23 Jul 2025	00:46:08
Send us Fan Mail 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. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Corporations: Benefits, Taxes and Investing Considerations with Mark McGrath CFP®, CIM®, CLU®.	22 Feb 2023	00:42:58
Send us Fan Mail In this episode, I'm joined by Mark McGrath CFP®, CIM®, CLU® who provides a masterclass on all things corporations. If you're a small business owner, medical professional, engineer or on your way to becoming any of these, this episode will be a great resource for you. If you'd like to connect with Mark, you can find him on Twitter, LinkedIn or by email at mark@sweeneybride.com. Mark McGrath is a Wealth Advisor with Wellington-Altus Private Wealth. The information contained in this podcast is the opinion of the author. This content is for informational purposes only and is not intended as investment, tax or legal advice. Please contact your financial advisor for advice with respect to your personal financial situation and objectives. Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Your Investment Approach: Small Cap and Value Stocks	15 Feb 2023	00:25:28
Send us Fan Mail This is the last instalment in my series on building your own investment approach and I highlight how you can adjust your portfolio to increase your expected returns over time; investing in small cap and value stocks. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Your Investment Approach: Diversification	08 Feb 2023	00:22:25
Send us Fan Mail Some very influential people think that "diversification is for idiots". In this episode I cover why I think diversification is actually critical to your investment approach. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	4.5% Interest Rates, Grocery Prices and Tech Layoffs	01 Feb 2023	00:21:50
Send us Fan Mail A quick look at a few news items that caught my attention recently about the latest Bank of Canada rate increase, grocery price increases coming and layoffs in the tech industry. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Your Investment Approach: Active vs Passive	25 Jan 2023	00:24:28
Send us Fan Mail This is probably the factor that will have the most impact over how you see investing and how you construct your portfolio. However, listen through to the end as I explain how Passive and Active shouldn't necessarily be seen as "one or the other" and more as a grid for how you see the investing world and how you implement it for yourself. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Your Investment Approach: Strategic or Tactical	18 Jan 2023	00:21:04
Send us Fan Mail The next step in building your own investment approach is deciding when you want to make changes to your asset allocation. Do you want to change when the market changes hoping to time the market (tactical) or do you want to maintain a steady allocation changing when your situation changes (strategic)? 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Your Investment Approach: Stocks and Bonds	11 Jan 2023	00:26:04
Send us Fan Mail The basic mix of stocks and bonds in your portfolio is often called your asset allocation. In this episode, I'll explain why it is valuable to understand the benefits of establishing your asset allocation and how you can determine a mix that works best for you. There isn't a right or wrong mix! The best portfolio is the one that you can stick with the longest. This series will take you beyond the simplistic advice you've likely seen on the internet. It's not about making things more complicated, it's about giving you the full story so you can make the decisions that are appropriate for you. Vanguard Asset Allocation Questionnaire 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Building Your Investment Approach	04 Jan 2023	00:17:48
Send us Fan Mail In this episode, I introduce my upcoming series on developing your own investment approach. Much like the weight loss advice of "eat better and exercise", I think we can get a bit more specific on understanding an investment approach beyond "just buy an index fund". I have no problem with index funds whatsoever but this series will dig below the surface to help you understand what investment approach makes sense for you whether you work with an advisor or go with a DIY approach. ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	What you need to know going into 2023	28 Dec 2022	00:15:02
Send us Fan Mail Thanks to all of you for listening in 2022! This year end episode covers a few things you need to know going into the new year related to TFSAs, CPP, tax bracket changes and the upcoming First Home Savings Account. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	6 Benefits of professional financial advice with Steven Guenther, CFP®	14 Dec 2022	00:34:45
Send us Fan Mail Working with a financial planner can add significant value to your financial life. However, it might not always be as cut and dry as certain commercials or media members will have you believe! Steven Guenther joins me today for an open conversation of some of the benefits of professional financial advice. Contact Steven Guenther 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	It’s Not Too Early: Planning Now for a Stress-Free Holiday	17 Jul 2025	00:07:59
Send us Fan Mail 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. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Financial Mistakes To Avoid In Your 30's	30 Nov 2022	00:22:59
Send us Fan Mail There are plenty of landmines to avoid when it comes to your money but in this episode I talk about 7 critical mistakes you'll want to be aware of in your 30's. If you're in your 20's, 40's, 50's or older, these are all relevant for you as well! But the decade of your 30's comes with unique challenges and opportunities that I wanted to focus on specifically. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Are you financially literate?	16 Nov 2022	00:23:30
Send us Fan Mail November is Financial Literacy Month in Canada and this week's episode is dedicated to that! We talk about the importance and benefits of financial literacy and then walk you through a quiz to see where you'd land on the literacy scale. Of course, to help improve your financial literacy, please go back and listen to previous episodes of the podcast to learn more about the topics we discussed on this episode. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Your Questions Answered - November 2022	02 Nov 2022	00:18:43
Send us Fan Mail Thank you for all of your questions! In this podcast I cover off a few recent ones: 1. Is now a good time to buy GICs? 2. Did I buy the wrong investments? 3. Should I sell and wait for the dust to settle? 4. What's happening with credit card fees? 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Using Factors to Invest Smarter	19 Oct 2022	00:22:49
Send us Fan Mail You've likely heard of active and passive investing but factor investing is somewhere in the middle. Sometimes called "smart beta", the idea behind factor investing is isolating the specific characteristics of an investment that can lead to outperformance, lower volatility or specific outcomes compared to the market as a whole. Build your financial plan with Evan OTHER EPISODES Dividend Investing 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Understanding the Stock Market and Indexes	05 Oct 2022	00:22:18
Send us Fan Mail This is a foundational episode on the topic of investing. If you've ever wondered what "the market" really is or what an index is, this episode is for you. I've heard from so many people that they feel embarrassed to ask some of these questions but they want to start investing. This episode is a great place to start to build your understanding of the stock market. TOPICS IN THIS EPISODE 1. What is the stock market? 2. How does it work? 3. What is an index? 4. Which indexes are worth paying attention to? Planet Money podcast about why you can ignore the Dow Jones 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	The Wisest Investment with Robin Taub	21 Sep 2022	00:40:14
Send us Fan Mail Robin Taub joins us today to discuss her book The Wisest Investment and how we can raise money-smart kids. Jordan and I both have young kids so this topic has been on my mind recently. As financial planners, we generally focus on retirees and business owner money issues instead of teaching the next generation about money so Robin's expertise was a great resource for us. To purchase a copy of her book and to find access to all the other resources she mentions in the episode, please go to https://robintaub.com or https://www.thewisestinvestment.com to download a free excerpt from the book. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	How to reduce points of failure in your portfolio	07 Sep 2022	00:26:53
Send us Fan Mail There are a number of ways that an investor can get in their own way and fail to reach their goals. Today, we discuss how to reduce these single points of failure to increase your chance of investment success. Build your financial plan with Evan TOPICS IN THIS EPISODE 1. Too much in any one country, sector or individual holding 2. Not enough upside potential 3. Speculation 4. Insurance 5. Spending habits 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Investing for Good: Understanding ESG Investing	24 Aug 2022	00:21:10
Send us Fan Mail More people are making a point of being intentional with how their money is invested. Focusing on environmental, social and governance (ESG) factors is one way that you can align your values with your investment strategy. In this episode we discuss all things ESG including some concerns and whether we think ESG is just another gimmick. Build your financial plan with Evan TOPICS IN THIS EPISODE 1. What is ESG? 2. Benefits of an ESG investing strategy 3. Issues with ESG and whether it's just another gimmick 4. Where do you find ESG investments? OTHER EPISODES Dividend Investing If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts or Spotify 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Dividend Investing	10 Aug 2022	00:21:20
Send us Fan Mail EPISODE SUMMARY In this episode, Evan and Jordan discuss dividend investing and some key items to keep in mind if this is a strategy you're wanting to consider. Build your financial plan with Evan TOPICS IN THIS EPISODE - What are dividends? - What types of companies typically pay dividends? - Key dates to keep in mind - Are dividends truly passive income? - Yield traps and understanding the risks of dividend investing. OTHER EPISODES RRSP, LIRA, TFSA.... Where do you withdraw from first? Stocks, Bonds or Cash? How do you decide? If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts or Spotify 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	What happens to your pension when you leave your job?	27 Jul 2022	00:27:37
Send us Fan Mail EPISODE SUMMARY Whether you find a new job, retire or are laid off, if you have a pension or savings plan at work, you'll have to make some decisions about what to do with it. You have to know what type of plan you have, what options are available for that plan and then what makes sense for you based on your financial goals and timeline. Build your financial plan with Evan OTHER EPISODES The Perfect RRSP Strategy If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts or Spotify 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	The bank is ruining their chances at retirement!	09 Jul 2025	00:17:48
Send us Fan Mail 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 outcomes 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Leverage: Should you borrow money to invest?	13 Jul 2022	00:24:48
Send us Fan Mail EPISODE SUMMARY More and more people are borrowing money to invest in stocks, crypto and real estate. Should you be using leverage to do the same? Build your financial plan with Evan ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST TOPICS IN THIS EPISODE - What is leverage? - How you might be using leverage already - Why is this relevant today? - The risk and opportunity with leverage - Practical considerations before you borrow to invest OTHER EPISODES Why you should care about rising interest rates Reduce your taxes with deductions and credits If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts or Spotify 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	The Man In The Arena	29 Jun 2022	00:12:18
Send us Fan Mail After two years, I think it is time to say hello and tell my story of why I started this podcast. I've always been inspired by Teddy Roosevelt's speech about the value of being the "man in the arena" which highlights the risk takers over the critics and the people who try to create something of value despite imperfection. So starting this podcast was my version of sticking my neck out to try to bring value to people despite being a young financial planner and having no experience in audio or content production of any kind. Podcasting is hard and kind of scary sometimes but it is also a lot of fun. Based on the feedback I've received about how the podcast has improved people's financial lives, it has totally been worth the effort and the risk. Mistakes, voice cracks, vision changes etc. have all been part of the process of building this podcast but I appreciate each and every one of you for listening and sharing with your friends. More to come! ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST Build your financial plan with Evan OTHER EPISODES If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Just Keep Buying by Nick Maggulli: Review, Thoughts and Key Takeaways	15 Jun 2022	00:24:56
Send us Fan Mail EPISODE SUMMARY In our first book review on the podcast, Jordan and Evan provide their thoughts and key takeaways from Nick Maggulli's book, Just Keep Buying. Build your financial plan with Evan ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST TOPICS IN THIS EPISODE What did we like about the book? When is saving more important that the specifics of your investments? How to spend without feeling guilty How much to invest How much of your raise should you be saving? Why you shouldn't be fearful of volatility Investing in bear markets and reframing the upside opportunity Why you'll never feel rich and why money isn't everything RESOURCES Nick Maggulli's blog Of Dollars and Data OTHER EPISODES Guide to Recessions and Bear Markets Dips, Corrections & Crashes How can money make you happier? A conversation with Andrew Hallam If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Guide to Recessions and Bear Markets	01 Jun 2022	00:32:41
Send us Fan Mail EPISODE SUMMARY You've likely seen headlines or articles talking about recessions or bear markets. While these things might make you nervous, I have you covered to make sure you can continue to invest smarter, reduce taxes and retire with confidence. Download the FREE PDF guide here: Guide to Recessions and Bear Markets Build your financial plan with Evan TOPICS IN THIS EPISODE 3:32 - What is a recession? 6:54 - What is a bear market? 8:53 - Are recessions and bear markets connected? 11:34 - Preparing for a recession 14:11 - Investing through a bear market 16:41 - Do More 21:28 - Do Less 25:23 - Do Nothing 28:42 - The Good News RESOURCES MENTIONED ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST OTHER EPISODES Dips, Corrections and Crashes Why you should care about rising interest rates If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Tax-saving strategies for making the most of your charitable gifts	18 May 2022	00:31:26
Send us Fan Mail EPISODE SUMMARY Jordan Arndt takes the lead in this episode to discuss some unique ways that you can give to charity to maximize your tax savings and maximize your charitable gifts. If you have questions for Jordan, please feel free to email him at Jordan@ennsbaxter.com Build your financial plan with Evan ✅ DOWNLOAD MY FREE RETIREMENT READINESS CHECKLIST TOPICS IN THIS EPISODE 1. Donating stocks, mutual funds or ETFs 2. Donor-advised funds and why they could be a better option than a personal foundation 3. Making gifts of life insurance OTHER EPISODES 7. Tax Basics and “The Next Bracket” Myth 14. How to File Your Taxes in 2021 Featuring Luke Hergott, CPA 41. Reduce Your Taxes with Deductions and Credits If you enjoy listening to the podcast, please leave a 5-star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Why you should care about rising interest rates	04 May 2022	00:23:43
Send us Fan Mail EPISODE SUMMARY Interest rates are going up and in this episode, Jordan Arndt and Evan discuss what that means for you and why you should care. Build your financial plan with Evan ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST TOPICS IN THIS EPISODE Setting the stage - interest rates are rising What happens when interest rates rise How does that affect you How does that impact your investment portfolio Should you care about rising rates? RESOURCES MENTIONED Bank of Canada - Policy Interest Rate OTHER EPISODES 37. Dips, Corrections and Crashes 39. Why do Prices Keep Going Up 47. Guide to Recessions and Bear Markets If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	How to help your kids buy a home	20 Apr 2022	00:18:44
Send us Fan Mail EPISODE SUMMARY In this episode, Evan talks about the things you would want to consider before helping your kids with a downpayment to buy a home. ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST TOPICS IN THIS EPISODE Why this is a relevant discussion in 2022 The oxygen mask principle From the parent perspective, could you help your kids? Should you help your kids? How do you help your kids OTHER EPISODES 12. Buying a House Featuring Kindra Sowden 43. Should you Rent or Buy a Home If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Should you rent or buy a home?	06 Apr 2022	00:23:08
Send us Fan Mail EPISODE SUMMARY This episode won't be able to make the decision for you, but today Evan and Jordan offer some food for thought when making the choice on whether to rent or buy. Hopefully Evan and Jordan can help you be confident in your decision. ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST TOPICS IN THIS EPISODE Why this is a relevant discussion in 2022 As house prices between more expensive, what are your options What factors should you consider for renting What factors should you consider for buying How do you compare the two options and make a decision RESOURCES MENTIONED Your city’s typical rent cost Your city’s average home price OTHER EPISODES 12. Buying a House Featuring Kindra Sowden 44. How to Help Your Kids Buy a Home If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Start planning for your next vacation	23 Mar 2022	00:18:42
Send us Fan Mail EPISODE SUMMARY If you're thinking about a short getaway or a longer trip to relieve your cabin fever, start planning right away. In this episode, Jordan and Evan discuss ways that your vacation can go from a dream to a financial nightmare. The good news is that planning ahead with some of our tips will make sure that you can spend your vacation relaxing and having fun instead of worrying about your money. ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST TOPICS IN THIS EPISODE Memorable vacations Planning for a vacation - things to consider Typical costs you might incur on a vacation Currency considerations Budget planning spreadsheet for your download RESOURCES MENTIONED Evan Neufeld Downloads - Vacation Planner Spreadsheet OTHER EPISODES 2. Credit Cards - Pros, Cons and Strategies 5. Budgeting for People Who Hate Budgeting 11. Money & Marriage - From the Sask Wedding Podcast w/ Matt Ramage If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Reduce your taxes with deductions and credits	09 Mar 2022	00:39:34
Send us Fan Mail EPISODE SUMMARY On this episode we welcome back Luke Hergott, Senior Manager of tax services at EY. Luke brings a wealth of knowledge regarding tax so I would encourage you to listen to this episode prior to filing your return for this year. Build your financial plan with Evan ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST TOPICS IN THIS EPISODE Opportunities for tax planning as an employee vs business owner Defining deductions and credits Refundable vs non-refundable credits Understanding the deductions and credits that are available for you to access RESOURCES MENTIONED EY Tax Calculator and Rates OTHER EPISODES 7. Tax Basics and “The Next Bracket” Myth 14. How to File Your Taxes in 2021 Featuring Luke Hergott, CPA If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	I answer 37 of your TFSA questions	07 Jul 2025	00:26:15
Send us Fan Mail Enjoy this bonus episode coming from my YouTube channel which you can also watch here: https://youtu.be/AY6Pa-o25uY?si=O4ilORbUtz6OpC1m 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	How will the Russia-Ukraine conflict affect your strategy?	24 Feb 2022	00:08:21
Send us Fan Mail EPISODE SUMMARY This episode deviates from the usual cadence but is timely given the conflict emerging today between Russia and Ukraine. Evan walks through some thoughts that he shared in an email update to his clients. ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST TOPICS IN THIS EPISODE Living, and specifically investing, in “uncertain” times How the stock market has historically reacted to wars Typical mistakes to avoid during corrections and crashes Staying informed of world events, but with context How you can think of the conflict in light of your investment portfolio and retirement savings OTHER EPISODES 37. Dips, Corrections and Crashes 45. Why You Should Care About Rising Interest Rates 47. Guide to Recessions and Bear Markets If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	Why do prices keep going up?	23 Feb 2022	00:30:18
Send us Fan Mail EPISODE SUMMARY Inflation is the story of the day so in this episode, Jordan Arndt and Evan discuss some possible reasons why inflation is so bad right now and what we can do about it. ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST TOPICS IN THIS EPISODE Inflation - how does it happen Slowing down inflation Central banks and monetary policy What can we actually do about it as investors and citizens OTHER EPISODES 27. Will you Have any Guaranteed Sources of Income in Retirement 45. Why you Should Care About Rising Interest Rates If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
	The Perfect RRSP Strategy	09 Feb 2022	00:22:30
Send us Fan Mail EPISODE SUMMARY Is it possible to have a perfect RRSP strategy? Well it depends.... In this episode, I'm joined by my colleague, Jordan Arndt, and we discuss the situations where an RRSP can provide the most value to you as a long-term investor. Build your financial plan with Evan ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST TOPICS IN THIS EPISODE RRSP contribution deadline RRSP definition and details Options with your RRSP refund Determining whether the perfect RRSP strategy exists RESOURCES MENTIONED Government of Canada - RRSP Information EY Tax Calculator and Rates OTHER EPISODES 13. Is an RRSP the Best Choice for your Retirement Savings 25. Reduce Taxes with a Spousal RRSP 29. RRSP, LIRA, TFSA…Where do you Withdraw From First? If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

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