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The Canadian Money Roadmap

by Evan Neufeld, CFP®
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Latest episodes

  • The Freedom of Guaranteed Income w/ Adam Chapman

    October 21, 2026 · 60 min

    Comments or questions? Text us here In this episode, Evan interviews Adam Chapman about how annuities and guaranteed income sources can give Canadian retirees the confidence to spend freely in retirement by covering their essential…

  • The Stock Market Looks Risky. Here's How I'd Invest.

    October 14, 2026 · 36 min

    Comments or questions? Text us here In this episode, Evan and Sam address three common investor fears — expensive stock valuations, market concentration in big tech, and AI as a potential bubble — and explain how a diversified…

  • Retiring Now? 7 Financial Moves You Can Still Make

    October 7, 2026 · 37 min

    Comments or questions? Text us here Evan and Sam walk through the financial planning levers you can still pull when your retirement date is already locked in — covering withdrawal order and tax efficiency, CPP/OAS timing, TFSA strategy in…

  • $200K Income, Two Pensions, and No Retirement Savings: Can They Retire?

    September 30, 2026 · 33 min

    Comments or questions? Text us here In this episode, Evan and Sam walk through a financial planning case study for a fictitious 45-year-old couple with workplace pensions and a mortgage, showing how aggressively paying off debt and then…

  • The 4 Things You Need for a Fulfilling Retirement

    September 23, 2026 · 36 min

    Comments or questions? Text us here In this episode, Evan and Sam introduce a simple four-part framework — give, create, connect, and move — to help retirees build a fulfilling, purposeful lifestyle beyond just having enough money to stop…

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  • We Saved $5,000 in 100 Days, Here's What We Learned

    September 16, 2026 · 29 min

    Comments or questions? Text us here In this episode, Evan and Sam recap their 100-day Savings Ladder Challenge  sharing what worked, what didn't, and the key lessons—automation beats willpower, hard pushes should be tied to specific goals…

  • Why Group RESPs are "Trash" w/ Moira Rose

    September 9, 2026 · 42 min

    Comments or questions? Text us here This week, financial planner Moira Rose joins the podcast to explain how group RESPs prey on new parents with predatory sales tactics, high fees, and rigid contracts that can cause families to lose…

  • Stop Obsessing Over Your Portfolio. These 7 Decisions Matter More Than You Think

    September 2, 2026 · 29 min

    Comments or questions? Text us here In this episode, Evan and Sam explore seven financial decisions—spending, savings rate, retirement timing, CPP/OAS timing, tax and account strategy, investor behavior, and stress-testing your plan—that…

  • A Simple Way to Plan Your Ideal Life

    August 26, 2026 · 19 min

    Comments or questions? Text us here On this episode of the Canadian Money Roadmap, Evan and Sam reflect on their summer highlights and use them to walk through a four-step framework — awareness, priorities, feasibility, and a to-do list…

  • Should you retire before 65?

    August 19, 2026 · 27 min

    Comments or questions? Text us here On this episode, Evan and Sam explore whether retiring before age 65 makes sense, weighing the financial trade-offs (lost government benefits, tax credits, income splitting) against lifestyle factors…

  • How to Choose Investments for Your Portfolio

    August 12, 2026 · 42 min

    Comments or questions? Text us here This episode walks through a practical framework—mandate, diversification, factor exposure, and cost—for evaluating whether an ETF or mutual fund actually deserves a place in your portfolio. 📱 Book an…

  • 10 Things That Are Worth the Money

    August 5, 2026 · 37 min

    Comments or questions? Text us here In this episode of the Canadian Money Roadmap, Evan and Sam each draft 5 things they each believe are worth the money. Ranging from Toyota vehicles, paying off your credit cards, to a day at a Nordic…

Full episode archive on Apple Podcasts →

About the show

Invest smarter, master your money, live & give more