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Kandungan disediakan oleh Evan Neufeld, CFP® and Evan Neufeld. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Evan Neufeld, CFP® and Evan Neufeld atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Financial Checklist To Set You Up For 2025

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Manage episode 452171416 series 2851814
Kandungan disediakan oleh Evan Neufeld, CFP® and Evan Neufeld. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Evan Neufeld, CFP® and Evan Neufeld atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Watch this episode on YouTube
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!

Invest With Evan
Financial Foundations Course - Save 25% with code PODCAST25
Full Financial Picture Spreadsheet

  continue reading

156 episod

Artwork
iconKongsi
 
Manage episode 452171416 series 2851814
Kandungan disediakan oleh Evan Neufeld, CFP® and Evan Neufeld. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Evan Neufeld, CFP® and Evan Neufeld atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Watch this episode on YouTube
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!

Invest With Evan
Financial Foundations Course - Save 25% with code PODCAST25
Full Financial Picture Spreadsheet

  continue reading

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