The Canadian Money Roadmap

Hosted by Evan Neufeld, CFP®

Business Education

Website RSS feed

Episodes

233

Latest episode

Oct 2026

Language

EN-US

About the show

Invest smarter, master your money, live & give more

Listen to episodes

60 recent

October 28, 2026Episode 22127 min

Not All ETFs Are Good.

Comments or questions? Text us here In this episode, Evan and Sam examine an article that oversimplifies the mutual fund vs. ETF debate, explaining that both are simply investment structures—not strategies—and that what matters far more than the label is understanding the underlying strategy, fees, and risk of each individual product. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝 Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰 Get your money organized - Full Financial Picture Spreadsheet

October 21, 2026Episode 22059 min

The Freedom of Guaranteed Income w/ Adam Chapman

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 expenses. Find Adam on LinkedIn Adam Chapman - YESMoney 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝 Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰 Get your money organized - Full Financial Picture Spreadsheet

October 14, 2026Episode 21936 min

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

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, evidence-based portfolio that tilts toward value stocks, small caps, and profitable companies across geographies can mitigate those concerns without needing to predict the future. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝 Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰 Get your money organized - Full Financial Picture Spreadsheet

October 7, 2026Episode 21836 min

Retiring Now? 7 Financial Moves You Can Still Make

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 retirement, portfolio risk and fees, budgeting for major purchases, reviewing insurance needs, and updating your will and power of attorney. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝 Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰 Get your money organized - Full Financial Picture Spreadsheet

September 30, 2026Episode 21733 min

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

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 redirecting that cash flow into TFSAs can fund major goals like travel, a home renovation, and a vehicle purchase while still ensuring a confident retirement. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝 Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰 Get your money organized - Full Financial Picture Spreadsheet

September 23, 2026Episode 21635 min

The 4 Things You Need for a Fulfilling Retirement

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 working. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝 Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰 Get your money organized - Full Financial Picture Spreadsheet

September 16, 2026Episode 21529 min

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

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, and accountability helps—while also discussing the surprising content-creation results from posting daily short-form videos. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝 Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰 Get your money organized - Full Financial Picture Spreadsheet

September 9, 2026Episode 21442 min

Why Group RESPs are "Trash" w/ Moira Rose

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 thousands of dollars, arguing they offer no benefits over standard RESPs and should be avoided entirely. Follow Moira on Instagram: @moirarosefinancials 📱 Check out Moira's RESP Course 📖 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝 Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰 Get your money organized - Full Financial Picture Spreadsheet

September 2, 2026Episode 21329 min

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

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 matter more to your financial success than fine-tuning your investment portfolio. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝 Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰 Get your money organized - Full Financial Picture Spreadsheet

August 26, 2026Episode 21219 min

A Simple Way to Plan Your Ideal Life

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 — for aligning your spending and time with what actually matters to you as you plan for retirement. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝 Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰 Get your money organized - Full Financial Picture Spreadsheet

Is this your show?

Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.

Claim this listing

More Business podcasts

Business Of Weather | Weather Intelligence For Improved Decision Making

BusinessTechnology

Domain Details Page

BusinessInvesting

The Bottom Line

Alexander Spencer

BusinessInterviews guests