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The Canadian Money Roadmap
Evan Neufeld, CFP®
183 episodes
2 days ago
Record your money question here - No account or email required. 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture Spreadsheet
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Investing
Education,
Business,
Self-Improvement
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All content for The Canadian Money Roadmap is the property of Evan Neufeld, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Record your money question here - No account or email required. 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture Spreadsheet
Show more...
Investing
Education,
Business,
Self-Improvement
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The bank is ruining their chances at retirement!
The Canadian Money Roadmap
17 minutes
4 months ago
The bank is ruining their chances at retirement!
In this episode of the Canadian Money Roadmap, Evan Neufeld discusses a real-life case study of a couple, Cal and Steph (**not their real names...), who were frustrated with the advice they were getting from the bank. He identifies three main issues: poor use of RRSPs, overly conservative asset allocation, and high investment fees. Evan explains how simple adjustments in these areas can significantly improve retirement outcomes Thinking about retirement? Get your Retirement Readiness ...
The Canadian Money Roadmap
Record your money question here - No account or email required. 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture Spreadsheet