Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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المحتوى المقدم من Evan Neufeld, CFP® and Evan Neufeld. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Evan Neufeld, CFP® and Evan Neufeld أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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The Canadian Money Roadmap
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المحتوى المقدم من Evan Neufeld, CFP® and Evan Neufeld. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Evan Neufeld, CFP® and Evan Neufeld أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Invest smarter, master your money, live & give more
158 حلقات
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 2851814
المحتوى المقدم من Evan Neufeld, CFP® and Evan Neufeld. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Evan Neufeld, CFP® and Evan Neufeld أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Invest smarter, master your money, live & give more
158 حلقات
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×1 Your retirement income just changed. Here's why 14:06
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14:06In 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 benefits, and offers practical advice to plan for these changes in your retirement income. Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
1 Income tax is changing in 2025. Here's what's new and what isn't... 12:46
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12:46Book 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 to income tax brackets and various benefits for 2025. These changes include a 2.7% increase to match inflation. While many benefits will see an increase, some elements such as the CPP death benefits and withholding tax system for RRIFs have remained unchanged for decades. Additionally, we examine other benefits like non-refundable tax credits, pension income amounts, and the Canada Education Savings Grant that have not kept up with inflation. Learn how these adjustments and untouched areas could affect your finances in the coming year. Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
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 expenses and effectively allocate your savings to ensure long-term financial benefits. Whether it’s lowering your phone bill or smart travel planning, these tips can help you get a head start on your New Year’s resolution to save more and spend less. 00:00 Introduction: New Year's Resolution for 2025 00:12 Practical Tips to Save Money Now 01:01 Reducing Regular Expenses: Phone Bills 07:32 Cutting Down on Non-Necessities 11:45 Saving on Travel Expenses 20:58 Maximizing Your Savings 22:51 Conclusion: Improving Your Finances for 2025 Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
1 Financial Checklist To Set You Up For 2025 21:20
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21:20Watch 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 2024. Topics covered include opening a first home savings account (FHSA), tax loss/gain harvesting, timing TFSA redemptions, charitable giving, RRSP and RESP contributions, RRIF conversions, and the benefits of a registered disability savings plan (RDSP). Tune in to ensure you're on the right financial track as we approach 2025! Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
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, and simplify your estate planning. Don't miss this eye-opening discussion that could change how you think about your retirement strategy. 00:00 Introduction to TFSA for Retirement 00:41 TFSA vs. RRSP: Understanding the Differences 01:50 Using TFSA for Regular Monthly Income 03:40 Withholding Taxes: A Deep Dive 06:23 Systematic Withdrawal Plans (SWPs) 08:02 Covering One-Time Expenses with TFSA 12:34 TFSA for Estate Planning and Legacy 16:45 Conclusion and Recap Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
1 7 Tips for a Fulfilling and Purposeful Retirement 24:05
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24:05Watch 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, focusing on health and wellness, giving back through service, engaging in creative pursuits, and thinking about your legacy. Through real-life examples and practical advice, this episode is designed to help you plan for a rewarding retirement experience. 00:00 Introduction: Purposeful Retirement 00:30 The Importance of Planning Beyond Finances 02:58 Creating a Retirement Vision Statement 03:50 Adding Structure to Your Retirement 07:13 Lifelong Learning and New Skills 09:29 Building Intentional Relationships 11:52 Prioritizing Health and Wellness 14:12 Service and Giving Back 15:54 Cultivating Creativity 18:12 Leaving a Legacy 20:24 Conclusion and Final Thoughts Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
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. Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
1 How to calculate your retirement number 25:46
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25:46In 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 spending needs, and investment strategies, illustrating how these components can drastically alter retirement savings goals. The episode aims to inform listeners about personal finance beyond general guidelines, emphasizing the significance of tailored financial planning. 00:00 Introduction to Calculating Your Retirement Number 00:31 Welcome and Background Information 01:04 Overview of the Retirement Roadmap Series 01:43 Understanding the 25 Times Principle 02:57 Hypothetical Couple Case Study 04:02 Detailed Financial Breakdown 06:35 Retirement Spending and Timing 09:00 Government Benefits and Pensions 12:49 Impact of Assumptions on Retirement Number 17:47 Major Wrinkles Affecting Your Retirement Number 23:58 Conclusion and Final Thoughts Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
1 Retirement Roadmap: Mapping Out Your Income Sources 25:11
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25:11Watch 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 integrate additional income sources like pensions, savings, and other assets. We also share tips on planning for fixed and variable income streams, emphasizing the importance of a comprehensive retirement plan. Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
1 Building Your Dream Retirement: Setting Targets and Goals 21:06
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21:06In 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 traditional retirement, this episode is packed with valuable insights to help you plan effectively. Tune in to discover how to align your retirement goals with your current lifestyle and income, and ensure you retire confidently. Don't forget to subscribe for more episodes on achieving your financial goals 00:00 Introduction to Building Your Dream Retirement 00:40 Setting Retirement Goals and Targets 03:24 Understanding Retirement Spending 08:34 Determining Your Retirement Timeline 14:52 Savings Milestones for Retirement 18:15 Recap and Next Steps Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
1 Don’t even THINK about retirement before doing these 5 things 29:55
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29:55Invest 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 eliminating high-interest debt. We also feature a real-world analogy of the Millennium Tower in San Francisco to underline the importance of a strong foundation. Join us as we outline how to set the groundwork for a stable financial future. 00:00 Introduction to the Retirement Roadmap Series 00:34 The Importance of a Solid Financial Foundation 03:54 Step 1: Managing Cashflow 07:47 Step 2: Disability Insurance 11:56 Step 3: Life Insurance 19:08 Step 4: Creating a Will 22:33 Step 5: Tackling High-Interest Debt 28:14 Conclusion and Next Steps Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
1 The Most Overlooked Step in Retirement Planning 27:59
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27:59In 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 of having a proper plan. Plus, don't miss the introduction of a fantastic tool to help you stay organized, covering everything from listing your investment accounts to ensuring your insurance details are in order. Join me and take the first step toward a well-organized financial future. Download The Full Financial Picture Spreadsheet Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
1 Your kids can graduate university debt-free | Feat. Jason Yee, CEO of GrantMe 45:05
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45:05Watch 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 grants, bursaries, and scholarships to the strategic timing of applications, Jason covers it all. Whether you’re a parent looking to ease the financial burden of your child’s education or a student preparing for the future, this conversation is packed with actionable advice. Tune in to learn how proactive planning and smart financial decisions can make higher education affordable and attainable. Don't miss this opportunity to hear from an expert who's helped thousands of students successfully graduate debt-free. Enjoy the discussion! Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
1 The Laws of Wealth with Dr. Daniel Crosby - Greatest Hits 47:06
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47:06Join 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 behaviours. Whether you're a seasoned investor or just starting your financial journey, this episode is packed with actionable advice and fascinating discussions on becoming a better investor and managing risk. Tune in to learn from Dr. Crosby’s expertise and discover practical strategies to enhance your financial well-being. Don’t miss this chance to hear from one of the best in the field. Enjoy your summer and I'll see you with new episodes in September! Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
1 My career path as an independent CFP® Professional 28:21
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28:21In 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 experience transitioning his firm's dealer to Sterling Mutuals and explains what it means to work at an independent firm. Evan also shares insights into his business practices and his plans for the podcast and his YouTube channel over the summer. Email Evan at hello@evanneufeld.com 00:00 Introduction and Listener Feedback 01:56 Taking a Summer Break 03:42 Early Aspirations and Education 06:48 Entering the Financial Planning Industry 09:20 Joining Enns and Baxter Wealth Management 09:42 Understanding Independent Firms 15:41 Building the Business and CFP Designation 20:33 Transitioning Clients and COVID Challenges 22:43 Starting the Podcast 25:41 Future Plans and Conclusion Become a client - Plan for your retirement and invest with Evan Become a client Financial Foundations Course - Save 25% with code PODCAST25 Full Financial Picture Spreadsheet…
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يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.