Parallel_Wealth's profile picture. Retirement Planning Specialists - Helping Canadians Coast to Coast.

ParallelWealth

@Parallel_Wealth

Retirement Planning Specialists - Helping Canadians Coast to Coast.

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1/6 Retirement on your mind? Here are the 5 things you need to look at when you are planning out your retirement. #FinancialPlanning #RetirementTips

Parallel_Wealth's tweet image. 1/6 
Retirement on your mind? Here are the 5 things you need to look at when you are planning out your retirement. #FinancialPlanning #RetirementTips

Most people wait to pass down wealth — but often, giving earlier makes more sense. Lower taxes. Less OAS clawback. More impact.


This week we’re talking RRSP taxes, TFSA estate traps, OAS clawbacks — and yes, whether AI can really build your retirement plan. 🎙️ Head over to your favourite podcast platform for today’s episode of Retirement Unpacked!


Planning to retire around your birthday? The right month could make a bigger financial impact. Dive deeper on this week's podcast episode...out now! Check it out 👉 linktr.ee/retirement_unp…


TFSA overcontributions are on the rise (and CRA’s no longer giving passes). We cover that and plenty more in Episode 7 of Retirement Unpacked — out now!


The best “sleep at night” strategy in retirement? Have a cash wedge...Keep 1–3 years of cash aside for spending needs. It protects you from market dips and panic moves.


Wishing everyone a restful and happy Thanksgiving weekend! 🍁 Looking for something to do? Catch the latest episode of Retirement Unpacked or dive into more retirement topics on our YouTube channel. linktr.ee/parallelwealth

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Retiring with an RRSP? How you draw it down matters. Waiting and only taking the minimum can leave a huge RRIF balance taxed at nearly 50% when you pass away. Start planning earlier, melt it down wisely, and keep more of your money.


New episode of Retirement Unpacked is OUT NOW! 👉Check it out: linktr.ee/retirement_unp…

Parallel_Wealth's tweet image. New episode of Retirement Unpacked is OUT NOW!

👉Check it out: linktr.ee/retirement_unp…

Episode 4 of Retirement Unpacked is live! Head over to YouTube or another podcast platform to listen! linktr.ee/retirement_unp…


Should you set up a line of credit before heading into retirement?


🚨OUT NOW! Retirement Unpacked Ep. 3 | Too Much RRSP? RRIF Withdrawals, CPP Rumours, and Retirement Tax Strategies Check it out here: linktr.ee/retirement_unp…


Gifting kids money for a home? Without legal protection, half could vanish in a divorce. Full convo on Ep. 2 of Retirement Unpacked👉 linktr.ee/retirement_unp…


Retirement Unpacked Ep. 2 is out tomorrow at 6AM PST! Adam and Brett are diving into popular topics from care costs to CPP timing. 👉 Don’t miss it – follow & listen on your favorite podcast app! linktr.ee/admin


Retirement planning isn’t just about investments. It’s about big spending decisions. Cars, boats, cottages – can you afford them without derailing your plan?


Episode 1 of Retirement Unpacked is live! Adam and Brett dig into CPP survivor myths, TFSA rules, cash wedge strategies, and more. Listen now on Spotify, Apple, or YouTube. Watch it here: youtu.be/D0wZdQiY3co

Parallel_Wealth's tweet image. Episode 1 of Retirement Unpacked is live! Adam and Brett dig into CPP survivor myths, TFSA rules, cash wedge strategies, and more. Listen now on Spotify, Apple, or YouTube.

Watch it here: youtu.be/D0wZdQiY3co

Big news! Our new podcast, Retirement Unpacked, launches Sept 6! We’ll answer YOUR Canadian retirement questions – CPP, TFSA, taxes, lifestyle and more. Available soon on YouTube, Spotify & Apple Podcasts.


Retirement has phases. Your go-go years are the time to check off the bucket list. Don’t wait until you can’t do the big adventures. ✈️ Spend intentionally, plan wisely, and live fully while you can.


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