Financial Checklist To Set You Up For 2025

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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!

📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

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