エピソード

  • Invest like a smash burger
    2025/10/29

    In this episode, we explore how the art of making the perfect smash burger—mastered by burger expert George Motz—parallels the principles of smart investing. Discover why simplicity, quality ingredients, and avoiding unnecessary complexity lead to better results, whether you’re building a great burger or a strong investment portfolio. Tune in for practical insights and a fresh perspective on financial success.

    📝 Want a personalized retirement plan?

    ✅ Free Retirement Readiness Scorecard

    ✨ Get your money organized - Your Full Financial Picture Spreadsheet


    続きを読む 一部表示
    14 分
  • Your investing strategy is late to the party
    2025/10/22

    In this episode of the Canadian Money Roadmap, we explore why chasing last year’s top-performing stocks or sectors can leave your investment strategy “late to the party.” Evan breaks down the pitfalls of following market hype—like AI, tech chips, utilities, and even nuclear power—and explains how much of the expected growth is already priced in by the time most investors notice.

    Learn why diversification, humility, and keeping costs low are the real keys to long-term investing success. Plus, hear research on why only a tiny fraction of stocks drive most market gains, and why trying to pick the next big winner is a losing game for most.

    📝 Want a personalized retirement plan?

    ✅ Free Retirement Readiness Scorecard

    ✨ Get your money organized - Your Full Financial Picture Spreadsheet


    続きを読む 一部表示
    16 分
  • Expectations, Upsets, and Investing: Lessons from Baseball and the Market
    2025/10/15

    In this episode of the Canadian Money Roadmap Podcast, Evan records from his mobile studio (aka his truck) and reflects on the parallels between the Toronto Blue Jays’ unexpected playoff run and the world of investing. He discusses how both sports and markets can defy expectations, the importance of managing your emotions during winning streaks, and why it’s crucial to remember that “this too shall pass”—whether times are good or bad. Evan also touches on the value of risk management, the role of cash in your portfolio, and why speculative assets like Bitcoin and gold differ from stocks and bonds. Tune in for practical advice on keeping your investment expectations realistic and building a system you can stick with through market ups and downs.

    📝 Want a personalized retirement plan?

    ✅ Free Retirement Readiness Scorecard

    ✨ Get your money organized - Your Full Financial Picture Spreadsheet


    続きを読む 一部表示
    14 分
  • Tips for smart spending
    2025/10/08

    In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld shares practical strategies for making smarter spending decisions during Amazon Prime Day and other major sales events. Learn how to spot real deals, avoid marketing tricks, and use tools like CamelCamelCamel to check price histories. Evan also discusses the value of spending money on meaningful experiences rather than just accumulating more stuff, and introduces a simple rule of thumb for deciding when to make a purchase. Tune in for actionable tips to help you get the most value from your money—on Prime Day and beyond.

    📝 Want a personalized retirement plan?

    ✅ Free Retirement Readiness Scorecard

    ✨ Get your money organized - Your Full Financial Picture Spreadsheet


    続きを読む 一部表示
    16 分
  • Unpacking The $660,000 Tax Nightmare
    2025/10/01

    In this episode, Evan discusses a recent news story about a family facing a $660,000 tax bill after both parents passed away in the same year.

    He explains the tax rules around RRSPs, capital gains, and estate planning in Canada, and clarifies common misconceptions presented in the media.

    The episode covers the importance of understanding tax implications, planning ahead, and communicating with family about estate matters. Evan also shares practical advice on strategies like life insurance and early RRSP withdrawals.

    📝 Want a personalized retirement plan?

    ✅ Free Retirement Readiness Scorecard

    ✨ Get your money organized - Your Full Financial Picture Spreadsheet


    続きを読む 一部表示
    25 分
  • RESP Strategy to Maximize Grants
    2025/09/24

    In this episode, learn a practical strategy for families with multiple children to get the most out of their Registered Education Savings Plan, especially when kids are different ages. Perfect for parents navigating tuition and RESP withdrawals this school year.

    📝 Want a personalized retirement plan?

    ✅ Free Retirement Readiness Scorecard

    ✨ Get your money organized - Your Full Financial Picture Spreadsheet


    続きを読む 一部表示
    11 分
  • Don't take medical advice from your barber
    2025/09/17

    This episode covers the pitfalls of bad financial advice and how to avoid it.

    📝 Want a personalized retirement plan?

    ✅ Free Retirement Readiness Scorecard

    ✨ Get your money organized - Your Full Financial Picture Spreadsheet


    続きを読む 一部表示
    16 分
  • The best thing you can do with your money in the next 3 months
    2025/09/03

    Are you wondering what the best thing you can do with your money is right now? In this episode, you’ll discover the simple step that can put you miles ahead on your financial journey: tracking your spending for the next three months.

    You’ll hear real-life stories that show how easy it is to underestimate your expenses—and why knowing where your money goes is the foundation for confident retirement planning. You’ll get practical tips on how you can track your spending (with tools or a simple spreadsheet), and why this one habit can unlock clarity for your future.

    If you want to take control of your finances, start with this three-month challenge. You don’t need to sign up—just start today, and see how much more confident you feel about your money.

    📝 Want a personalized retirement plan?

    ✅ Free Retirement Readiness Scorecard

    ✨ Get your money organized - Your Full Financial Picture Spreadsheet


    続きを読む 一部表示
    11 分