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Artwork for The Canadian Money Roadmap

The Canadian Money Roadmap

Evan Neufeld, CFP®
Financial Planning
Tax-Free Savings Account
Income Splitting
Canada Pension Plan
Retirement Planning
Estate Planning
Tax Planning
Retirement
FIRE Movement
Etfs
Stock Market
Investment Portfolios
Finance
Mutual Funds
Retirement Income
4% Rule
Financial Independence
Investing
Factor Investing
Pension Income Splitting

Invest smarter, master your money, live & give more

PublishesWeeklyEpisodes187Founded5 years ago
Number of ListenersCategories
BusinessSelf-ImprovementEducationInvesting

Listen to this Podcast

Artwork for The Canadian Money Roadmap

Latest Episodes

Evan shares his annual checklist of key financial tasks to consider before the year ends. Topics include maximizing your First Home Savings Account (FHSA), TFSA withdrawal timing, spousal RRSP strategies, charitable giving, capital gains/losses, mutu... more

Learn one of the most reliable ways of increasing your happiness when it comes to your money.

Free Kindle Books from Dr. Daniel Crosby - Until the end of December 2025

1. The Behavioural Investor

2. The Soul of Wealth: 50 Reflections on Money and ... more

Most Canadians have no idea what they’re actually paying to invest — and many are overpaying by a lot.

In this episode, Evan breaks down how investment fees really work in Canada, what’s reasonable, what’s not, and how to tell if you’re paying for ad... more

In this Q&A episode of the Canadian Money Roadmap Podcast, Evan answers two listener questions:

• How do TD ETFs compare to other providers like Vanguard and BlackRock? Evan breaks down the differences, explains why TD funds may get less attention, ... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Aaron Hector
Senior Wealth Advisor and Founding Partner, Calgary-based TIER Wealth
TIER Wealth
Episode: Estate Planning Essentials with Aaron Hector
Andrea Thompson
Certified financial planner and founder of Modern Sense
Modern Sense
Episode: Cross-border money mistakes (and how to avoid them!)
Jessica Moorhouse
Financial podcaster and author
More Money Podcast
Episode: What's next for Evan and this podcast
Jason Yee
CEO and co-founder of GrantMe
GrantMe
Episode: Your kids can graduate university debt-free | Feat. Jason Yee, CEO of GrantMe
Dr. Daniel Crosby
Psychologist and behavioral finance expert, author of The Laws of Wealth
Standard Deviations podcast
Episode: The Laws of Wealth with Dr. Daniel Crosby - Greatest Hits
Amanda Doucette
Tax partner at Stevenson Hood and host of The Tax Chick podcast
Stevenson Hood
Episode: Understanding Trusts for Effective Financial and Estate Planning
Evan Neufeld
Certified financial planner specializing in retirement planning and investment advice for Canadians over 45
The Canadian Money Roadmap
Episode: TFSAs 101: My guest appearance on The Tax Chick Podcast with Amanda Doucette
Mark McGrath
Financial planner and associate portfolio manager
PWL Capital
Episode: Understanding Segregated Funds with Mark McGrath
Sam Lichtman
Certified financial planner discussing FIRE movement
Millennial Wealth Advisors
Episode: The FIRE Movement with Sam Lichtman

Host

Evan Neufeld
Host of the show and certified financial planner, Evan Neufeld is dedicated to educating listeners about various financial topics with a relatable and engaging style.

Reviews

5.0 out of 5 stars from 342 ratings
  • Great podcast

    I’ve been listening to Evan for a couple years, and I appreciate the information he shares and how he shares it. I feel like Evan genuinely wants to ensure people are aware of their finances so they can live their best life in a financially comfortable way.

    Apple Podcasts
    5
    lbonn571
    Canada3 months ago
  • So helpful!

    Evan unpacks Canadian finances beginning with the basics in way that would resonate with any stage of life, but that should be taught in high school! Thank you for helping me make sense and make good decisions!

    Apple Podcasts
    5
    VLM1970
    Canada4 months ago
  • Love it

    Great podcast with digestible bites of information on a wide variety of Canadian financial topics.

    Apple Podcasts
    5
    Zalitharia
    Canada2 years ago
  • Great Financial Tips and Tricks!

    This is a fabulous podcast! I’ve learned so much after listening to just a few episodes. Evan does a great job with each topic and I’m thankful for the calm and steady vibe. Thank you Evan. Highly recommend!

    Apple Podcasts
    5
    Julieeliz11
    Canada2 years ago
  • The Real Deal for Financial Success

    I'm delighted to share my glowing review of Evan Neufeld and the "Canadian Money Roadmap" podcast.

    Evan's podcast has been an absolute game-changer in my financial journey. His deep knowledge of personal finance combined with his relatable and down-to-earth approach makes every episode a must-listen. Evan's ability to break down complex financial concepts into understandable, actionable steps is truly remarkable. He has helped me gain confidence in managing my finances, from budgeting and savi... more

    Apple Podcasts
    5
    Justin M M
    Canada2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The interactive element encourages audience engagement, fostering a community around shared financial learning.
Feedback highlights the host's genuine desire to aid others in achieving financial literacy and independence.
Listeners appreciate the show's clear and concise approach to financial topics, making complex subjects digestible for all.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#85
Canada/Business/Investing
Apple Podcasts
#218
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Your Questions Answered | Evaluating ETFs & Withdrawal Order
Q: What is the best order to withdraw funds from retirement accounts?
It depends on your individual goals such as maximizing lifetime spending versus maximizing your estate. Factors like account balances and tax implications must be considered to structure an effective withdrawal strategy.
Your Questions Answered | Evaluating ETFs & Withdrawal Order
Q: How should I evaluate TD ETFs compared to others?
TD ETFs are reasonable in performance but may be less visible in financial literature due to market dynamics and investor preferences. It's important to consider your investment philosophy when choosing.
Estate Planning Essentials with Aaron Hector
Q: How does tax work when someone passes away?
Taxes upon death can vary significantly depending on whether there's a surviving spouse; capital gains and other taxable events may be triggered for non-spouses.
Estate Planning Essentials with Aaron Hector
Q: What happens if you don't have a will?
If someone dies intestate, provincial laws will dictate the distribution of their assets according to predetermined rules, which may not align with their wishes.
Estate Planning Essentials with Aaron Hector
Q: What is a will, and why is it so important to have one in place?
A will is a document that provides instructions on how assets are distributed after death, detailing who gets what and specifying an executor to manage this process.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Canadian Money Roadmap

What is The Canadian Money Roadmap about and what kind of topics does it cover?

Focused on empowering listeners to achieve financial literacy, the exploration of Canadian personal finance covers a wide range of topics including investment strategies, financial planning, and estate management. Episodes appeal to both novice and experienced investors, offering practical advice that emphasizes clarity, transparency, and actionable insights. The host engages listeners with relatable anecdotes and industry expertise, ensuring complex concepts are broken down into digestible content. A unique feature of this show is its interactive element, inviting listeners to submit their questions, making the learning experience personal and relevant.

Notable for its focus on the Canadian financial landscape, the content touches on topi... more

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How many listeners does The Canadian Money Roadmap get?

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To see how many followers or subscribers The Canadian Money Roadmap has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Canadian Money Roadmap?

These podcasts share a similar audience with The Canadian Money Roadmap:

1. Build Wealth Canada Podcast
2. The Wealthy Barber Podcast
3. The Canadian Investor
4. More Money Podcast
5. The Loonie Hour

How many episodes of The Canadian Money Roadmap are there?

The Canadian Money Roadmap launched 5 years ago and published 187 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Canadian Money Roadmap?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on The Canadian Money Roadmap?

Recent guests on The Canadian Money Roadmap include:

1. Aaron Hector
2. Andrea Thompson
3. Jessica Moorhouse
4. Jason Yee
5. Dr. Daniel Crosby
6. Amanda Doucette
7. Evan Neufeld
8. Mark McGrath

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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