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