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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
🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing
🗣️ I want to hear from you! Record your comment or question here and you could be featured on an upcoming episode of the podcast
✨ Get your money organized - Your Full Financial Picture Spreadsheet
By Evan Neufeld, CFP®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
🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing
🗣️ I want to hear from you! Record your comment or question here and you could be featured on an upcoming episode of the podcast
✨ Get your money organized - Your Full Financial Picture Spreadsheet

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