The Canadian Money Roadmap podcast

#Trading #Business #Self-Improvement #Podcasting Education #Evan Neufeld, CFP® #Evan Neufeld

37:43

Let’s talk about the three things women are told not to do: negotiate, network unapologetically, and say no like we mean it. Most of us have been programmed to default to yes—to the point that we feel guilty saying no, even when it’s the most obvious answer. And when we do say no? We often soften it, explain it away, and sugarcoat it so much that it barely sounds like a no at all. Kathryn Valentine—CEO of Worthmore Strategies and corporate badass helping companies retain and promote female talent—is here to flip that script. With experience advising Fortune 100s and dropping knowledge in places like HBR and Fast Company, Kathryn knows exactly how women can claim their worth, own their voice, and not feel bad about it. From salary talks to schedule shifts, from asking for more to turning down what doesn’t serve you, this episode is your reminder: your power doesn't come from being liked. It comes from knowing what matters and having the guts to go after it. Kathryn even drops her epic list of 76 things you can negotiate (yes, SEVENTY-SIX). So if you've ever softened your no or stayed silent in a meeting, this one’s for you. Connect with Kathryn: Website: www.worthmorestrategies.com 76 Things You Can Negotiate: www.76things.com Related Podcast Episodes: The Hard Truths Of Entrepreneurship with Dr. Darnyelle Jervey Harmon | 313 Toxic Productivity with Israa Nasir | 254 Be A Likeable Badass with Alison Fragale | 230 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Canadian Money Roadmap

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Invest smarter, master your money, live & give more

174 епізодів

The Canadian Money Roadmap

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updated 19 годин тому

Поширити

Головна серій•Feed

Invest smarter, master your money, live & give more

174 епізодів

#Trading #Business #Self-Improvement #Podcasting Education #Evan Neufeld, CFP® #Evan Neufeld

Усі епізоди

The Canadian Money Roadmap

1
Who can afford all this stuff?? 14:27

19 hours тому14:27

14:27

Explore the real reasons behind overspending, debt, and financial comparison in this episode of the Canadian Money Roadmap Podcast. Discover how social pressure, priorities, and personal finance habits shape what we buy—and what we can truly afford. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
Five reasons your investment advisor isn't up to the job 19:34

22 дні тому19:34

19:34

In this episode of the Canadian Money Roadmap Podcast, Evan introduces a new segment called 'Hot Takes On Hot Days,' where he critiques an article from BNN Bloomberg titled 'Five Warning Signs Your Investment Advisor is Not Up to the Job.' Evan discusses the misunderstandings and incomplete information commonly found in such articles, covering topics like portfolio performance, fees, advisor communication, and tax considerations. He emphasizes the importance of understanding risk-reward relationships, the various structures of mutual funds and ETFs, and the necessity of having an advisor who comprehends the nuances of financial planning. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
Estate Planning Essentials with Aaron Hector 45:23

29 днів тому45:23

45:23

In this episode, Evan is joined by Aaron Hector to walk through the basics of estate planning. They cover what a will does, the role of an executor, and the importance of powers of attorney and health care directives. They also talk about probate, taxes at death, and why it’s important to keep your estate plan up to date. Aaron Hector is a senior wealth advisor, and founding partner of Calgary-based TIER Wealth, which is a partner of Q Wealth Partners. He is also the President of the Institute of Advanced Financial Planners. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
It’s Not Too Early: Planning Now for a Stress-Free Holiday 7:14

5 weeks тому7:14

7:14

In this episode, Evan provides timely financial advice on planning ahead for the upcoming Christmas and holiday season, even in the middle of summer. He suggests setting up a budget and a dedicated holiday savings account to avoid financial stress in January. Additionally, he discusses thorough vacation budgeting, sharing his own experience of how careful planning revealed a significant increase in expected costs. Evan offers practical tips, including using a vacation planner spreadsheet with currency conversion to ensure a smooth and enjoyable trip without unexpected expenses. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
The bank is ruining their chances at retirement! 17:03

6 weeks тому17:03

17:03

In this episode of the Canadian Money Roadmap, Evan Neufeld discusses a real-life case study of a couple, Cal and Steph (**not their real names...), who were frustrated with the advice they were getting from the bank. He identifies three main issues: poor use of RRSPs, overly conservative asset allocation, and high investment fees. Evan explains how simple adjustments in these areas can significantly improve retirement outcomes Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
I answer 37 of your TFSA questions 25:30

6 weeks тому25:30

25:30

Enjoy this bonus episode coming from my YouTube channel which you can also watch here: https://youtu.be/AY6Pa-o25uY?si=O4ilORbUtz6OpC1m Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

The Canadian Money Roadmap

1
Cross-border money mistakes (and how to avoid them!) 42:28

9 weeks тому42:28

42:28

If you’ve ever lived, worked, or held citizenship in both Canada and the U.S., your financial situation could be more complex than you realize. In this episode, Andrea Thompson explains what cross-border Canadians need to know about taxes, investments, retirement accounts, and common mistakes to avoid. Whether you’re planning a move or just want to stay onside with the IRS, this is a conversation worth hearing. Andrea Thompson: Modern Cents - Advice Only Financial Planning Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
How to build a $500,000 portfolio 19:28

10 weeks тому19:28

19:28

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: Stay consistent (not necessarily perfect) Lay a solid plan before you start Automate the boring stuff 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. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
Should You Invest or Pay Off Your Mortgage? 19:40

12 weeks тому19:40

19:40

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. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
How are Canadian portfolios holding up in 2025? 14:27

16 weeks тому14:27

14:27

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. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

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What's next for Evan and this podcast 5:55

21 weeks тому5:55

5:55

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 Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
TFSA to RRSP: Maximizing Tax Savings 13:46

25 weeks тому13:46

13:46

Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

The Canadian Money Roadmap

1
Are you going to be ready to retire? 17:19

27 weeks тому17:19

17:19

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. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

1
How to not run out of money in retirement 14:35

29 weeks тому14:35

14:35

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 Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet…

The Canadian Money Roadmap

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Financial and Retirement Planning for Singles in Canada 21:45

30 weeks тому21:45