The Canadian Money Roadmap

To be a successful investor, you need to have a process for making investment decisions.  To be more specific, you need to have a good process. In this episode, I talk about some of the things you need to consider to make sure you have a good investment process that can be repeated over and over again.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 legal side of money is one most people don't spend much time on but it can have a massive impact on your loved ones.  Lauren Scharfstein is an estate lawyer at Scharfstein LLP here in Saskatoon and she walks us through how we can be proactive with estate planning (yes, even us "young" people)  so we can feel empowered and confident with our money.  You can connect with Lauren by email at lscharfstein@scharfsteinlaw.com.Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

Hot off the presses, the First Home Savings Account is a new account type that will help Canadians build a tax free down payment on their first home.  However, it is much more valuable than that and Aaron Hector walks us through all of the details and how to maximize the value of this new account.Follow Aaron Hector on Twitter to keep up with more of his expert insight on finances for Canadians.Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

A roundup of some recent news items including the federal budget, oil price increases, minimum wage increases and a lawsuit against YouTubers promoting FTX.Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

An honest discussion of some things I've done that are "dumb" on paper but made sense for my own situation.  Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

Andrea Hansen is the president of Sutton Benefits and Pension and is an expert in all aspects of workplace benefits plans.  She joins me on this episode to help us all understand what to be looking for if you're considering a new job or what questions to ask to better understand your benefits at your current employer.If you are a business owner in SK or AB and would like to get in touch with Andrea regarding your total rewards, please reach out to her by email at ahansen@suttonplanning.ca or connect with her on LinkedIn.Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

A bonus episode for all of you who aren't quite sure what has been going on with the banking sector in the US and specifically with Silicon Valley Bank.For an "in the weeds" look at the situation, check out The Demise of Silicon Valley Bank by Marc Rubinstein.Let me know what you think at hello@evanneufeld.comRetirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

Some easy and some not so easy things you can do to maximize the value of your RRSP and to help you decide whether you should be using an RRSP in the first place.Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

Short episode here about things you can do to start taking action on your finances to feel less overwhelm.Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

First episode of the month means another batch of New and Noteworthy.  I take a look at a survey from BMO that found Canadians feel like they need $1.7 million to retire and give some reasons why that may or may not be the "right" number.  Secondly, I review some research from Morningstar that looks at why investors' returns have been consistently lower (1.7% on average) than the funds and ETFs they invest in.Canadians now expect to need $1.7M in order to retire: BMO surveyMind the Gap 2022: A report on investor returns in the United States.Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet