
Sign up to save your podcasts
Or


In this episode, Evan discusses a recent news story about a family facing a $660,000 tax bill after both parents passed away in the same year.
He explains the tax rules around RRSPs, capital gains, and estate planning in Canada, and clarifies common misconceptions presented in the media.
The episode covers the importance of understanding tax implications, planning ahead, and communicating with family about estate matters. Evan also shares practical advice on strategies like life insurance and early RRSP withdrawals.
📝 Want a personalized retirement plan?
✅ Free Retirement Readiness Scorecard
✨ Get your money organized - Your Full Financial Picture Spreadsheet
By Evan Neufeld, CFP®In this episode, Evan discusses a recent news story about a family facing a $660,000 tax bill after both parents passed away in the same year.
He explains the tax rules around RRSPs, capital gains, and estate planning in Canada, and clarifies common misconceptions presented in the media.
The episode covers the importance of understanding tax implications, planning ahead, and communicating with family about estate matters. Evan also shares practical advice on strategies like life insurance and early RRSP withdrawals.
📝 Want a personalized retirement plan?
✅ Free Retirement Readiness Scorecard
✨ Get your money organized - Your Full Financial Picture Spreadsheet

15 Listeners

69 Listeners

64 Listeners

459 Listeners

25 Listeners

18 Listeners

78 Listeners

27 Listeners

14 Listeners

30 Listeners

12 Listeners

46 Listeners

7 Listeners

60 Listeners

12 Listeners