Your Investment Approach: Active vs Passive
The Canadian Money Roadmap
by Evan Neufeld, CFP®
4d ago
This is probably the factor that will have the most impact over how you see investing and how you construct your portfolio. However, listen through to the end as I explain how Passive and Active shouldn't necessarily be seen as "one or the other" and more as a grid for how you see the investing world and how you implement it for yourself. CONNECT WITH EVAN ? Website ? hello@evanneufeld.com ? LinkedIn When you're ready, here's how I can help you along your financial journey: 1. ?Get started with my Full Financial Picture spreadsheet. It will help you get organized and track your net worth ove ..read more
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Your Investment Approach: Strategic or Tactical
The Canadian Money Roadmap
by Evan Neufeld, CFP®
1w ago
The next step in building your own investment approach is deciding when you want to make changes to your asset allocation.  Do you want to change when the market changes hoping to time the market (tactical) or do you want to maintain a steady allocation changing when your situation changes (strategic)? CONNECT WITH EVAN ? Website ? hello@evanneufeld.com ? LinkedIn Getting organized is the best thing you can do to get started on your financial journey. Start here by downloading my Full Financial Picture spreadsheet ..read more
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Your Investment Approach: Stocks and Bonds
The Canadian Money Roadmap
by Evan Neufeld, CFP®
2w ago
The basic mix of stocks and bonds in your portfolio is often called your asset allocation. In this episode, I'll explain why it is valuable to understand the benefits of establishing your asset allocation and how you can determine a mix that works best for you. There isn't a right or wrong mix! The best portfolio is the one that you can stick with the longest. This series will take you beyond the simplistic advice you've likely seen on the internet. It's not about making things more complicated, it's about giving you the full story so you can make the decisions that are appropriate for you ..read more
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Building Your Investment Approach
The Canadian Money Roadmap
by Evan Neufeld, CFP®
2w ago
In this episode, I introduce my upcoming series on developing your own investment approach.  Much like the weight loss advice of "eat better and exercise", I think we can get a bit more specific on understanding an investment approach beyond "just buy an index fund".  I have no problem with index funds whatsoever but this series will dig below the surface to help you understand what investment approach makes sense for you whether you work with an advisor or go with a DIY approach. CONNECT WITH EVAN ? Website ? hello@evanneufeld.com ? LinkedIn ✅ DOWNLOAD FREE RETIREMENT READINESS CHE ..read more
Visit website
Your Investment Approach: Stocks and Bonds
The Canadian Money Roadmap
by Evan Neufeld, CFP®
2w ago
The basic mix of stocks and bonds in your portfolio is often called your asset allocation. In this episode, I'll explain why it is valuable to understand the benefits of establishing your asset allocation and how you can determine a mix that works best for you. There isn't a right or wrong mix! The best portfolio is the one that you can stick with the longest. This series will take you beyond the simplistic advice you've likely seen on the internet. It's not about making things more complicated, it's about giving you the full story so you can make the decisions that are appropriate for you ..read more
Visit website
Building Your Investment Approach
The Canadian Money Roadmap
by Evan Neufeld, CFP®
3w ago
In this episode, I introduce my upcoming series on developing your own investment approach.  Much like the weight loss advice of "eat better and exercise", I think we can get a bit more specific on understanding an investment approach beyond "just buy an index fund".  I have no problem with index funds whatsoever but this series will dig below the surface to help you understand what investment approach makes sense for you whether you work with an advisor or go with a DIY approach. CONNECT WITH EVAN ? Website ? hello@evanneufeld.com ? LinkedIn ✅ DOWNLOAD FREE RETIREMENT READINESS CHE ..read more
Visit website
What you need to know going into 2023
The Canadian Money Roadmap
by Evan Neufeld, CFP®
3w ago
Thanks to all of you for listening in 2022! This year end episode covers a few things you need to know going into the new year related to TFSAs, CPP, tax bracket changes and the upcoming First Home Savings Account. CONNECT WITH EVAN ? Website ? hello@evanneufeld.com ? LinkedIn ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST ..read more
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6 Benefits of professional financial advice with Steven Guenther, CFP®
The Canadian Money Roadmap
by Evan Neufeld, CFP®
3w ago
Working with a financial planner can add significant value to your financial life. However, it might not always be as cut and dry as certain commercials or media members will have you believe!  Steven Guenther joins me today for an open conversation of some of the benefits of professional financial advice. CONNECT WITH EVAN ? Website ? hello@evanneufeld.com ? LinkedIn ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST Contact Steven Guenther ..read more
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Financial Mistakes To Avoid In Your 30's
The Canadian Money Roadmap
by Evan Neufeld, CFP®
3w ago
There are plenty of landmines to avoid when it comes to your money but in this episode I talk about 7 critical mistakes you'll want to be aware of in your 30's. If you're in your 20's, 40's, 50's or older, these are all relevant for you as well! But the decade of your 30's comes with unique challenges and opportunities that I wanted to focus on specifically. CONNECT WITH EVAN ? Website ? hello@evanneufeld.com ? LinkedIn ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST ..read more
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Are you financially literate?
The Canadian Money Roadmap
by Evan Neufeld, CFP®
3w ago
November is Financial Literacy Month in Canada and this week's episode is dedicated to that! We talk about the importance and benefits of financial literacy and then walk you through a quiz to see where you'd land on the literacy scale. Of course, to help improve your financial literacy, please go back and listen to previous episodes of the podcast to learn more about the topics we discussed on this episode. CONNECT WITH EVAN ? Website ? hello@evanneufeld.com ? LinkedIn ✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST ..read more
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