• Financial Checklist To Set You Up For 2025

  • 2024/11/27
  • 再生時間： 21 分
  • ポッドキャスト

Financial Checklist To Set You Up For 2025

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  • 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!

    Get your Retirement Readiness Score 🇨🇦

    Build your Retirement Plan With Evan

    Financial Foundations Course - Save 25% with code PODCAST25

    Get your money organized - Full Financial Picture Spreadsheet
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あらすじ・解説

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!

Get your Retirement Readiness Score 🇨🇦

Build your Retirement Plan With Evan

Financial Foundations Course - Save 25% with code PODCAST25

Get your money organized - Full Financial Picture Spreadsheet
続きを読む 一部表示
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