Evan marks 500,000 podcast downloads and shows how the same four habits that grew The Canadian Money Roadmap can grow a half‑million‑dollar investment portfolio:

1. Stay consistent (not necessarily perfect)
2. Lay a solid plan before you start
3. Automate the boring stuff
4. Know when to outsource

Hear real‑life client stories, quick wins you can steal today, and why the right metrics matter more than having a big pile of cash. If you want a clear, doable path to your first $500k (and beyond), this episode is for you.

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

Build your Retirement Plan With Evan

Contact Evan

If you have some extra cash every month, should you invest more or pay down your mortgage? The answer that is best for you is going to consider more than just the interest rate of your mortgage and the most recent returns on your investments.

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

Build your Retirement Plan With Evan

Contact Evan

In this episode of the Canadian Money Roadmap Podcast, we'll analyze the volatile start to the 2025 stock market and explore how different types of investors—aggressive, conservative, and balanced—are faring. Note: This content is for informational purposes only and not specific investment advice.

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

Build your Retirement Plan With Evan

Contact Evan

Build your Retirement Plan With Evan

This episode is an update on where I've been and where I'm going next. I'll see you very soon with new episodes!

Everything But Money - Live event with Jessica Moorhouse in Saskatoon

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

Build your Retirement Plan With Evan

Contact Evan

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

Build your Retirement Plan With Evan

Contact Evan

Retirement is a time to enjoy the fruits of your labor, whether it's traveling, spending time with family, or fulfilling your bucket list. In this episode of the Canadian Money Roadmap Podcast, we present 15 critical questions to gauge if you're truly ready for retirement. From understanding your vision for retirement and calculating expenses to planning for healthcare costs and managing risk, these questions will help you plan a confident and fulfilling retirement.

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

Build your Retirement Plan With Evan

Contact Evan

In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volatility and uncertainty of your investments. Remember to consult with a financial professional before making any changes to your portfolio.

00:00 Introduction: Politics and Your Portfolio

00:23 Seven Ways to Manage Investment Risk

00:53 Diversification: Don't Put All Your Eggs in One Basket

02:13 Rules-Based Portfolio Implementation

05:26 The Role of Bonds in Your Portfolio

06:09 Cash Wedge Strategy

08:11 Exploring Annuities

09:55 Deferring Your CPP for Better Returns

11:06 Using Options for Portfolio Insurance

12:17 Conclusion and Final Thoughts

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

Build your Retirement Plan With Evan

Contact Evan

Become a client in 2025

In this episode of the Canadian Money Roadmap Podcast, we explore financial and retirement planning tailored for single individuals in Canada. With nearly 30% of Canadian households being single-person households, it's vital to highlight the unique benefits and strategies available for singles. From decision-making ease to agility in financial planning, we discuss the advantages and key priorities for singles aiming to retire with confidence. Additionally, we cover high savings rates, pensions, insurance needs, and the importance of professional financial planning. Tune in to get practical tips and insights specifically for single Canadians.


00:00 Introduction: Financial Planning for Singles in Canada
00:39 Understanding Singleness: Different Scenarios
01:39 Advantages of Being Single in Financial Planning
06:30 Successful Financial Strategies for Singles
10:25 Priorities for Single Individuals
20:09 Conclusion and Final Thoughts

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

Build your Retirement Plan With Evan

Contact Evan