DiscoverThe Canadian Money RoadmapCross-border money mistakes (and how to avoid them!)
Cross-border money mistakes (and how to avoid them!)

Cross-border money mistakes (and how to avoid them!)

Update: 2025-06-18
Share

Description

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 question here and you could be featured on an upcoming episode of the podcast

Get your money organized - Your Full Financial Picture Spreadsheet


Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Cross-border money mistakes (and how to avoid them!)

Cross-border money mistakes (and how to avoid them!)

Evan Neufeld, CFP®