The Canadian Money Roadmap

Hosted by Evan Neufeld, CFP®

Business Education

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Episodes

214

Latest episode

Jun 2026

Language

EN-US

About the show

Invest smarter, master your money, live & give more

Listen to episodes

60 recent

June 10, 2026Episode 20131 min

Stocks, Bonds, or a Cash Wedge — What's Right for Your Retirement?

Send us Fan MailIn this episode, Evan and Sam explore new research challenging the conventional wisdom of shifting to bonds as you near retirement, making the case that a globally diversified equity portfolio — tailored to your personal risk tolerance, capacity, and financial needs — may actually give you better odds of reaching your retirement goals. 📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

June 3, 2026Episode 20038 min

10 Years Helping Canadians Retire: Here's What I've Learned

Send us Fan MailIn episode 200 of the Canadian Money Roadmap, Evan reflects on how his views on financial planning have evolved over his first decade in the industry. 📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

May 27, 2026Episode 19913 min

Accelerate your Savings with this 100 Day Challenge

Send us Fan MailOn this episode, Evan and Sam propose a new savings challenge that will allow people to save over $5,000 in 100 days. 📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

May 20, 2026Episode 19833 min

76% of You Still Need a Retirement Plan

Send us Fan MailOn this episode, Evan and Sam analyze the results from their Financial Foundation Scorecard — revealing that while listeners excel at saving, budgeting, and debt management, most lack a written retirement plan and the confidence to know if they're truly on track for retirement. 📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

May 13, 2026Episode 19722 min

Giving to your kids without going broke

Send us Fan MailIn this episode, Evan and Sam provide advice about how to help children financially during your retirement. Key point include: make sure you can afford it, communicate clear expectations, specify what the money is for, and consider non-cash ways to give — because intentional generosity protects both your retirement savings and your family relationships.📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

May 6, 2026Episode 19627 min

Ethical Investing, Portfolio Building, and Financial Red Flags - Answering Listener Questions

Send us Fan MailIn this episode, Sam puts Evan on the hot seat and gets him to answer questions related to ethical investing, building a portfolio, and financial red flags.📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

April 29, 2026Episode 19531 min

A new way to gamble your retirement savings away

Send us Fan MailOn this episode of the Canadian Money Roadmap, Evan and Sam break down what prediction markets are and why Canadians should be cautious now that platforms like Wealthsimple are beginning to offer them.📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

April 22, 2026Episode 19434 min

Navigating the Retirement Red Zone: A Guide for Canadians Approaching Retirement

Send us Fan MailOn this episode, Evan and Sam walk Canadians through the critical financial and lifestyle decisions to make in the 5–10 years before retirement — covering savings milestones, debt payoff, retirement lifestyle planning, asset allocation, and retirement withdrawal strategies.📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

April 15, 2026Episode 19340 min

How much do Canadians need to save for retirement? The Wealthy Barber vs The Rule of 30

Send us Fan MailIn this episode of the Canadian Money Roadmap, Evan and Sam consider how much Canadians need to save for retirement based upon the recommendations in two Canadian finance books The Wealthy Barber and The Rule of 30. They also discuss other insights from both books. 📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

April 8, 2026Episode 19234 min

Are Canadians holding too much cash?

Send us Fan MailOn this episode of the Canadian Money Roadmap, Evan and Sam discuss the implications of Canadians holding more cash. The episode distinguishes between emergency funds, planned spending, and a "sleep at night" buffer, while warning against using cash as a market-timing tool.📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.