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As the year draws to a close, Evan shares nine powerful strategies to enhance your financial health, decrease your tax liabilities, and set yourself up for future success. Whether you're retired, working, or just starting your financial journey, this episode offers valuable insights including a new update relevant for 2024. Topics covered include opening a first home savings account (FHSA), tax loss/gain harvesting, timing TFSA redemptions, charitable giving, RRSP and RESP contributions, RRIF conversions, and the benefits of a registered disability savings plan (RDSP). Tune in to ensure you're on the right financial track as we approach 2025!

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In this episode of the Canadian Money Roadmap Podcast, we delve into the many benefits of Tax-Free Savings Accounts (TFSAs) for retirement income, covering one-time expenses, and leaving a tax-free legacy for your family. Discover how TFSAs can provide tax-free retirement income, offer flexibility for large expenses, and simplify your estate planning. Don't miss this eye-opening discussion that could change how you think about your retirement strategy.


00:00 Introduction to TFSA for Retirement
00:41 TFSA vs. RRSP: Understanding the Differences
01:50 Using TFSA for Regular Monthly Income
03:40 Withholding Taxes: A Deep Dive
06:23 Systematic Withdrawal Plans (SWPs)
08:02 Covering One-Time Expenses with TFSA
12:34 TFSA for Estate Planning and Legacy
16:45 Conclusion and Recap

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In this episode of the Canadian Money Roadmap Podcast, we explore seven actionable ideas to ensure a fun, fulfilling, and purposeful retirement. Moving beyond the financial aspects of retirement planning, Evan delves into the importance of creating structure, lifelong learning, building intentional relationships, focusing on health and wellness, giving back through service, engaging in creative pursuits, and thinking about your legacy. Through real-life examples and practical advice, this episode is designed to help you plan for a rewarding retirement experience.

00:00 Introduction: Purposeful Retirement
00:30 The Importance of Planning Beyond Finances
02:58 Creating a Retirement Vision Statement
03:50 Adding Structure to Your Retirement
07:13 Lifelong Learning and New Skills
09:29 Building Intentional Relationships
11:52 Prioritizing Health and Wellness
14:12 Service and Giving Back
15:54 Cultivating Creativity
18:12 Leaving a Legacy
20:24 Conclusion and Final Thoughts

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Financial Foundations Course - Save 25% with code PODCAST25

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