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Artwork for The Canadian Money Roadmap

The Canadian Money Roadmap

Evan Neufeld, CFP®
Retirement Planning
Financial Planning
Tax-Free Savings Account
Estate Planning
Canada Pension Plan
Investing
Stock Market
Cedar Point Wealth
Registered Retirement Income Fund
Old Age Security
Canada
Tax Planning
Investment Strategies
Retirement
Mutual Funds
Will
Income Splitting
Power Of Attorney
TFSA
Diversification

Invest smarter, master your money, live & give more

PublishesWeeklyEpisodes212Founded6 years ago
Number of ListenersCategories
Self-ImprovementEducationBusinessInvesting

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Artwork for The Canadian Money Roadmap

Latest Episodes

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On this episode, Evan and Sam propose a new savings challenge that will allow people to save over $5,000 in 100 days. 

📱 Book an intro call - Cedar Point Pathway retirement planning service

📝Financial Foundations Scorecard - See... more

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On this episode, Evan and Sam analyze the results from their Financial Foundation Scorecard — revealing that while listeners excel at saving, budgeting, and debt management, most lack a written retirement plan and the confidence to ... more

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In this episode, Evan and Sam provide advice about how to help children financially during your retirement. Key point include: make sure you can afford it, communicate clear expectations, specify what the money is for, and consider ... more

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In this episode, Sam puts Evan on the hot seat and gets him to answer questions related to ethical investing, building a portfolio, and financial red flags.

📱 Book an intro call - Cedar Point Pathway retirement planning service

... more

Key Facts

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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

Hosts

Evan Neufeld
Host of The Canadian Money Roadmap; wealth planner and advisor affiliated with Cedar Point Wealth and Sterling Mutuals
Sam Dirksen
Co-host and associate at Cedar Point Wealth; co-host of the show; provides planning insights and hosts discussions

Reviews

4.9 out of 5 stars from 360 ratings
  • Clear and Practical

    The Canadian Money Roadmap is a great podcast with clear, practical financial advice. Evan provides information that easy to understand and helps make money decisions feel less overwhelming while planning for the future.

    Apple Podcasts
    5
    LizzyR69
    Canada3 months ago
  • BEST CANADIAN FINANCE PODCAST!

    So much incredible information, actionable tips and legitimately life changing insights into finance in Canada. I appreciate this guy and everything he does - so much value!

    Apple Podcasts
    5
    Corey Greyell
    Canada5 months ago
  • 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
    Canada8 months 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
    Canada9 months ago
  • Love it

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

    Apple Podcasts
    5
    Zalitharia
    Canada2 years ago

Listeners Say

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

Niche Canadian focus with relatable client stories and planning frameworks.
Clear and practical financial advice with easy-to-understand explanations.
Listeners appreciate actionable tips and calm, steady guidance.

Chart Rankings

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

Apple Podcasts
#51
Canada/Business/Investing
Apple Podcasts
#133
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Ethical Investing, Portfolio Building, and Financial Red Flags - Answering Listener Questions
Q: Dustin asks how to redesign an investment portfolio to veer away from certain companies or executives that support causes he doesn't agree with, and how to approach ESG considerations.
The hosts discuss that fully matching a personal moral portfolio is very challenging due to how markets are structured and how information is distributed; exclusionary approaches can be difficult to implement, and owning stock indirectly funds companies in nuanced ways. They suggest that broad, disciplined strategies (like exclusionary or thematic approaches) can be used, but emphasize that one should avoid obsession over perfect alignment and instead aim for near-term alignment with personal values while maintaining diversification and practicality.
Your Questions Answered | Evaluating ETFs & Withdrawal Order
Q: What is the best order to withdraw funds from retirement accounts?
It depends on your individual goals such as maximizing lifetime spending versus maximizing your estate. Factors like account balances and tax implications must be considered to structure an effective withdrawal strategy.
Your Questions Answered | Evaluating ETFs & Withdrawal Order
Q: How should I evaluate TD ETFs compared to others?
TD ETFs are reasonable in performance but may be less visible in financial literature due to market dynamics and investor preferences. It's important to consider your investment philosophy when choosing.
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.

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?

Two Canadian financial planners host a practical, education-focused show about personal finance, retirement planning, investing, tax strategy, and family money decisions. Episodes emphasize evidence-based investing, tax-efficient planning, and realistic retirement scenarios for Canadians, often weaving in client stories and actionable frameworks. A recurring strength is translating complex financial concepts into clear steps, with tangible takeaways for savers at different life stages. The show also blends educational content with promotional retirement-planning services, underscoring a hands-on approach to building confidence and clarity around money topics.

Noteworthy aspects include a consistent focus on retirement timelines in a Canadi... more

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How many listeners does The Canadian Money Roadmap get?

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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. The Rational Reminder Podcast
5. The Loonie Hour

How many episodes of The Canadian Money Roadmap are there?

The Canadian Money Roadmap launched 6 years ago and published 212 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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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

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