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Retirement Unpacked
Parallel Wealth
12 episodes
4 days ago
Retirement Unpacked is a weekly podcast by Parallel Wealth Financial Group. Our planners break down key retirement topics for Canadians—income strategies, tax planning, CPP, OAS, TFSAs, RRSPs, RRIFs, lifestyle choices, and estate planning. We answer real questions from YouTube, emails, and client conversations, giving you practical insights and strategies to retire with confidence, clarity, and peace of mind. Join us each week as we unpack retirement together.
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All content for Retirement Unpacked is the property of Parallel Wealth and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Retirement Unpacked is a weekly podcast by Parallel Wealth Financial Group. Our planners break down key retirement topics for Canadians—income strategies, tax planning, CPP, OAS, TFSAs, RRSPs, RRIFs, lifestyle choices, and estate planning. We answer real questions from YouTube, emails, and client conversations, giving you practical insights and strategies to retire with confidence, clarity, and peace of mind. Join us each week as we unpack retirement together.
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Business
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010 | Inheritance Taxes, Life Insurance, & RRIF Withdrawals Explained
Retirement Unpacked
38 minutes 54 seconds
1 week ago
010 | Inheritance Taxes, Life Insurance, & RRIF Withdrawals Explained

In this episode of Retirement Unpacked, Adam and Brett answer real viewer questions on retirement planning. They cover when to defer OAS to reduce taxes, whether a cash wedge actually helps your portfolio, and how to move funds from an RRSP or RRIF into a TFSA.

They also discuss CPP while working, health and dental coverage in retirement, DIY investing with a professional plan, using permanent life insurance to cover taxes, and what to do with a $1M inheritance.

Have a retirement question? Leave it in the comments – we might cover it in a future episode!

Retirement Unpacked
Retirement Unpacked is a weekly podcast by Parallel Wealth Financial Group. Our planners break down key retirement topics for Canadians—income strategies, tax planning, CPP, OAS, TFSAs, RRSPs, RRIFs, lifestyle choices, and estate planning. We answer real questions from YouTube, emails, and client conversations, giving you practical insights and strategies to retire with confidence, clarity, and peace of mind. Join us each week as we unpack retirement together.