011 | CPP Break-Even, Estate Taxes, & TFSA Income Planning

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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.

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011 | CPP Break-Even, Estate Taxes, & TFSA Income Planning

Retirement Unpacked

50 minutes 49 seconds

5 days ago

011 | CPP Break-Even, Estate Taxes, & TFSA Income Planning

In this week’s episode of Retirement Unpacked, Adam and Brett answer real retirement questions and unpack topics like evaluating financial products, understanding CPP timing, navigating RRIF taxes, and making informed pension and estate decisions. They break everything down in a clear and practical way that helps you apply the ideas to your own situation.

They also walk through viewer scenarios involving TFSA withdrawals, cash wedges, planning timelines, and how different income sources work together once you stop working.

DISCLAIMER: This content is for informational and educational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments involve risk, and past performance is not indicative of future results. Any forward-looking statements are based on assumptions and may differ from actual outcomes.

Please consult a qualified professional for personalized retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for decisions made based on this content.