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Artwork for The Canadian Money Roadmap

The Canadian Money Roadmap

Evan Neufeld, CFP®
Financial Planning
Tax-Free Savings Account
Income Splitting
Canada Pension Plan
Retirement Planning
Estate Planning
Tax Planning
Retirement
Fire Movement
Etfs
Stock Market
Finance
Investment Portfolios
Mutual Funds
Retirement Income
Financial Independence
4% Rule
Investing
Factor Investing
Pension Income Splitting

Invest smarter, master your money, live & give more

PublishesTwice monthlyEpisodes179Founded5 years ago
Number of ListenersCategories
BusinessInvestingSelf-ImprovementEducation

Listen to this Podcast

Artwork for The Canadian Money Roadmap

Latest Episodes

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 ... more

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 commo... more

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 ... more

This episode covers the pitfalls of bad financial advice and how to avoid it.

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Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Aaron Hector
Fellow financial planner known for talking about the first home savings account
Episode: The bank is ruining their chances at retirement!
Andrea Thompson
Certified financial planner and founder of Modern Sense
Modern Sense
Episode: Cross-border money mistakes (and how to avoid them!)
Jessica Moorhouse
Financial podcaster and author
More Money Podcast
Episode: What's next for Evan and this podcast
Jason Yee
CEO and co-founder of GrantMe
GrantMe
Episode: Your kids can graduate university debt-free | Feat. Jason Yee, CEO of GrantMe
Dr. Daniel Crosby
Psychologist and behavioral finance expert, author of The Laws of Wealth
Standard Deviations podcast
Episode: The Laws of Wealth with Dr. Daniel Crosby - Greatest Hits
Amanda Doucette
Tax partner at Stevenson Hood and host of The Tax Chick podcast
Stevenson Hood
Episode: Understanding Trusts for Effective Financial and Estate Planning
Evan Neufeld
Certified financial planner specializing in retirement planning and investment advice for Canadians over 45
The Canadian Money Roadmap
Episode: TFSAs 101: My guest appearance on The Tax Chick Podcast with Amanda Doucette
Mark McGrath
Financial planner and associate portfolio manager
PWL Capital
Episode: Understanding Segregated Funds with Mark McGrath
Sam Lichtman
Certified financial planner discussing FIRE movement
Millennial Wealth Advisors
Episode: The FIRE Movement with Sam Lichtman

Host

Evan Neufeldt
Host and certified financial planner, dedicated to educating listeners about personal finance topics with practical advice and relatable insights.

Reviews

5.0 out of 5 stars from 339 ratings
  • Great podcast

    I’ve been listening to Evan for a couple years, and I appreciate the information he shares and how he shares it. I feel like Evan genuinely wants to ensure people are aware of their finances so they can live their best life in a financially comfortable way.

    Apple Podcasts
    5
    lbonn571
    Canada25 days ago
  • So helpful!

    Evan unpacks Canadian finances beginning with the basics in way that would resonate with any stage of life, but that should be taught in high school! Thank you for helping me make sense and make good decisions!

    Apple Podcasts
    5
    VLM1970
    Canadaa month ago
  • Love it

    Great podcast with digestible bites of information on a wide variety of Canadian financial topics.

    Apple Podcasts
    5
    Zalitharia
    Canadaa year ago
  • Great Financial Tips and Tricks!

    This is a fabulous podcast! I’ve learned so much after listening to just a few episodes. Evan does a great job with each topic and I’m thankful for the calm and steady vibe. Thank you Evan. Highly recommend!

    Apple Podcasts
    5
    Julieeliz11
    Canada2 years ago
  • The Real Deal for Financial Success

    I'm delighted to share my glowing review of Evan Neufeld and the "Canadian Money Roadmap" podcast.

    Evan's podcast has been an absolute game-changer in my financial journey. His deep knowledge of personal finance combined with his relatable and down-to-earth approach makes every episode a must-listen. Evan's ability to break down complex financial concepts into understandable, actionable steps is truly remarkable. He has helped me gain confidence in managing my finances, from budgeting and savi... more

    Apple Podcasts
    5
    Justin M M
    Canada2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners commend Evan's ability to simplify complex topics, making them accessible to beginners.
Many find the podcast to be a comprehensive resource for understanding and improving their financial situation.
Listeners appreciate the digestible and actionable financial advice.
The calm and steady presentation style of Evan is frequently highlighted as a positive quality.
Audience feedback often emphasizes the relevance of Canadian financial contexts, enriching the content's applicability.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#33
Canada/Business/Investing
Apple Podcasts
#80
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Estate Planning Essentials with Aaron Hector
Q: How does tax work when someone passes away?
Taxes upon death can vary significantly depending on whether there's a surviving spouse; capital gains and other taxable events may be triggered for non-spouses.
Estate Planning Essentials with Aaron Hector
Q: What happens if you don't have a will?
If someone dies intestate, provincial laws will dictate the distribution of their assets according to predetermined rules, which may not align with their wishes.
Estate Planning Essentials with Aaron Hector
Q: What is a will, and why is it so important to have one in place?
A will is a document that provides instructions on how assets are distributed after death, detailing who gets what and specifying an executor to manage this process.
Cross-border money mistakes (and how to avoid them!)
Q: What actions should someone thinking about a move to the US take to minimize headaches for the future?
People should give themselves enough time to plan their moves and be aware of taxes on unrealized capital gains if they own non-registered assets.
Cross-border money mistakes (and how to avoid them!)
Q: What should people do from an investment standpoint?
Investors should be cautious with products like TFSAs and mutual funds due to their different tax treatments and potential complications with IRS reporting.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Canadian Money Roadmap

What is The Canadian Money Roadmap about and what kind of topics does it cover?

The content focuses on a wide array of personal finance topics such as retirement planning, budgeting, investment strategies, and estate planning, particularly from a Canadian perspective. The host provides actionable advice on managing finances, tackling complex subjects like Tax-Free Savings Accounts (TFSAs), RRSPs, and effective budgeting strategies for life events like the holiday season. Unique to this content is a strong emphasis on clarity and accessibility, making financial concepts digestible for listeners at various financial literacy levels. Additionally, the host shares personal anecdotes, enhancing relatability and engagement, while maintaining a solid educational foundation.

Where can I find podcast stats for The Canadian Money Roadmap?

Rephonic provides a wide range of podcast stats for The Canadian Money Roadmap. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Canadian Money Roadmap and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Canadian Money Roadmap get?

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What are the audience demographics for The Canadian Money Roadmap?

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How many subscribers and views does The Canadian Money Roadmap have?

To see how many followers or subscribers The Canadian Money Roadmap has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Canadian Money Roadmap?

These podcasts share a similar audience with The Canadian Money Roadmap:

1. Build Wealth Canada Podcast
2. The Wealthy Barber Podcast
3. The Canadian Investor
4. More Money Podcast
5. The Canadian Real Estate Investor

How many episodes of The Canadian Money Roadmap are there?

The Canadian Money Roadmap launched 5 years ago and published 179 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Canadian Money Roadmap?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Canadian Money Roadmap?

Rephonic pulls ratings and reviews for The Canadian Money Roadmap from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for The Canadian Money Roadmap?

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What guests have appeared on The Canadian Money Roadmap?

Recent guests on The Canadian Money Roadmap include:

1. Aaron Hector
2. Andrea Thompson
3. Jessica Moorhouse
4. Jason Yee
5. Dr. Daniel Crosby
6. Amanda Doucette
7. Evan Neufeld
8. Mark McGrath

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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