Ask Evan: Your Financial Questions on Taxes, Investing, and Retirement

In this episode of the Canadian Money Roadmap Podcast,  Evan Neufeld addresses a wide range of listener questions. Topics covered include understanding capital gains on property sales, taxation of CPP payments, investment strategies for different time horizons, setting up custodial accounts for children, and managing pensions from previous employers. Evan offers practical financial advice, discusses the importance of timeline-specific investment risk, and highlights the value of working with a financial advisor. 

00:00 Welcome to the Canadian Money Roadmap Podcast

01:49 Capital Gains: Understanding Taxes on Property Sales

05:12 Decoding CPP Taxes: Monthly or Yearly?

06:47 Investing After a Settlement: Short-Term vs. Long-Term Strategies

11:17 Setting Up Custodial Investment Accounts for Kids

(Expert Advice on Selecting the Best Financial Planner for Your Needs)

15:12 Navigating Pension Options: To Move or Not to Move

19:55 Maximizing RESP Contributions Without Government Grants

21:49 Exploring a Career in Financial Planning

22:55 Looking Ahead: Retirement Planning Episodes

Retirement Readiness Scorecard 🇨🇦

Looking to retire in the next 10 years or less (age 45+)?

Get your money organized - Your Full Financial Picture Spreadsheet