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Artwork for The Canadian Money Roadmap

The Canadian Money Roadmap

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

Invest smarter, master your money, live & give more

PublishesWeeklyEpisodes199Founded6 years ago
Number of ListenersCategories
InvestingSelf-ImprovementEducationBusiness

Listen to this Podcast

Artwork for The Canadian Money Roadmap

Latest Episodes

On this episode, Evan and Sam discuss why building a "better" investment portfolio requires looking beyond past performance to factors like diversification, fees, and turnover—challenging the oversimplified belief that higher returns automatically me... more

In this episode, Evan and Sam explore whether historical patterns and current market data suggest there is an AI Bubble.

📝Financial Foundations Scorecard - See how you score in the areas of savings habits, cash & debt management, investing knowledg... more

In this episode, Evan  explains how Canadian government retirement programs (CPP, OAS, and GIS) work, emphasizing their value in retirement planning.

📝Financial Foundations Scorecard - See how you score in the areas of savings habits, cash & debt m... more

In this episode, Evan examines the pros and cons of RRSP loans—borrowing money to contribute to your retirement savings. He notes  while RRSP loans offer tax deductions and lower interest rates, most people would be better off avoiding them due to th... more

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 Neufeld
Host and founder of Cedar Point Wealth, Evan Neufeld shares his expertise in personal finance, focusing on practical advice for Canadians regarding investments, retirement, and budgeting. He brings his professional background as a certified financial planner to the discussion, making complex financial concepts relatable and understandable.

Reviews

4.9 out of 5 stars from 350 ratings
  • 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
    Canada2 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
    Canada5 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
    Canada6 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
  • 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

Listeners Say

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

Listeners commend the host's ability to break down intricate ideas into digestible segments, making it suitable for those at any stage of financial knowledge.
Feedback often mentions the podcast's uniqueness in addressing Canadian financial issues, setting it apart from other finance shows that may lack a local focus.
Many find the episodes to be not only informative but also relatable and practical, encouraging them to take control of their finances in a balanced way.
Listeners appreciate the wealth of actionable information and insights that Evan provides, often highlighting the accessibility of the complex financial topics covered.

Chart Rankings

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

Apple Podcasts
#54
Canada/Business/Investing
Apple Podcasts
#148
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
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.

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?

Focused on Canadian personal finance, this podcast provides actionable insights and practical advice on a range of financial topics, from basic investment strategies to detailed retirement planning. Episodes often explore important financial instruments and government programs, such as the Canada Pension Plan (CPP), Old Age Security (OAS), and different types of investment accounts. The host emphasizes transparency in financial dealings and the importance of understanding investments, advocating for informed financial decision-making across all life stages. What sets this podcast apart is its commitment to making complex financial concepts digestible for everyday Canadians, making it an excellent resource for those looking to improve their ... more

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

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How many listeners does The Canadian Money Roadmap get?

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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. The Wealthy Barber Podcast
2. The Rational Reminder Podcast
3. The Loonie Hour
4. Build Wealth Canada Podcast
5. Stay Wealthy Retirement Podcast

How many episodes of The Canadian Money Roadmap are there?

The Canadian Money Roadmap launched 6 years ago and published 199 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.

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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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