Ontario Homeowners Show

(Ep. 7) The Financial Planning Advice Every Homeowner Should Know


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In this episode of The Ontario Homeowner Show, we sit down with Rodney Anton, a seasoned Certified Financial Planner, to uncover the money truths most homeowners overlook.

Think your home is your best investment? Think again.

Rodney shares powerful insights on:

✅ Avoiding financial regret after buying property

✅ RRSPs vs. TFSAs for homeowners

✅ Why tax planning matters before you retire

✅ The #1 mistake Canadians make with their mortgage

✅ How to build wealth beyond your home

If you’re a homeowner in Ontario or planning to buy soon, this episode is a must-watch. Discover how to align your real estate goals with smart retirement and tax strategies, so you can live better today and tomorrow.

📌 Don’t forget to like, subscribe, and share this with a fellow homeowner!

Meet Our Guest

Evergreen Wealth Management

Name: Rodney Anton

Website: https://EGWealth.ca/

Book A Wealth Consult: https://calendly.com/evergreen-wealth-management/complementary-consult

Timestamps:

00:00 – Introduction

02:45 – Meet Rodney Anton & the story behind Evergreen Wealth Management

04:38 – The emotional relationship Canadians have with their homes

06:24 – “Your home is NOT your only investment” – what that really means

08:31 – Common financial mistakes homeowners make

10:20 – How to reframe your home within your bigger wealth strategy

12:10 – The importance of liquidity and why equity isn’t always accessible

14:47 – Diversifying your wealth outside your primary residence

16:25 – Advice for first-time buyers & young families

19:03 – How to balance lifestyle and long-term planning

21:20 – What happens when your financial plan is too focused on real estate

23:12 – Tools and strategies Rodney recommends for homeowners

25:50 – The mindset shift from homeowner to wealth builder

27:40 – Final thoughts: What every Ontario homeowner should consider

29:05 – How to get in touch with Rodney & Evergreen Wealth Management

30:15 – Outro and episode wrap-up

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Register for the Do Not Sell Your Home Webinar ➡️ https://tr.ee/O27gHd

Thinking about selling? Avoid these COSTLY mistakes ➡️ https://103Mistakes.com

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Ways We Can Help

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Buying or Selling? Book a free consultation ➡️ https://tr.ee/DxnmRY

Get a Custom Home Valuation (Free, No Obligation) ➡️ https://tr.ee/0y7HAC

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Stay Connected!

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IG: ➡️ / vaughanhomesforsale

Sign Up for our Community Newsletter ➡️ https://tr.ee/ncEkq4

Website: ➡️ www.OntarioHomeownersShow.ca

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Ontario Homeowners ShowBy Mohsin Lakhani