Enjoy this bonus episode coming from my YouTube channel which you can also watch here: https://youtu.be/AY6Pa-o25uY?si=O4ilORbUtz6OpC1m

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If you’ve ever lived, worked, or held citizenship in both Canada and the U.S., your financial situation could be more complex than you realize. In this episode, Andrea Thompson explains what cross-border Canadians need to know about taxes, investments, retirement accounts, and common mistakes to avoid. Whether you’re planning a move or just want to stay onside with the IRS, this is a conversation worth hearing.

Andrea Thompson: Modern Cents - Advice Only Financial Planning

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Evan marks 500,000 podcast downloads and shows how the same four habits that grew The Canadian Money Roadmap can grow a half‑million‑dollar investment portfolio:

1. Stay consistent (not necessarily perfect)
2. Lay a solid plan before you start
3. Automate the boring stuff
4. Know when to outsource

Hear real‑life client stories, quick wins you can steal today, and why the right metrics matter more than having a big pile of cash. If you want a clear, doable path to your first $500k (and beyond), this episode is for you.

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If you have some extra cash every month, should you invest more or pay down your mortgage? The answer that is best for you is going to consider more than just the interest rate of your mortgage and the most recent returns on your investments.

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

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In this episode of the Canadian Money Roadmap Podcast, we'll analyze the volatile start to the 2025 stock market and explore how different types of investors—aggressive, conservative, and balanced—are faring. Note: This content is for informational purposes only and not specific investment advice.

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Build your Retirement Plan With Evan

This episode is an update on where I've been and where I'm going next. I'll see you very soon with new episodes!

Everything But Money - Live event with Jessica Moorhouse in Saskatoon

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

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Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

Build your Retirement Plan With Evan

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Retirement is a time to enjoy the fruits of your labor, whether it's traveling, spending time with family, or fulfilling your bucket list. In this episode of the Canadian Money Roadmap Podcast, we present 15 critical questions to gauge if you're truly ready for retirement. From understanding your vision for retirement and calculating expenses to planning for healthcare costs and managing risk, these questions will help you plan a confident and fulfilling retirement.

Thinking about retirement? Get your Retirement Readiness Score 🇨🇦

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