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Retirement Unpacked
Parallel Wealth
10 episodes
2 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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Business
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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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008 | Pension Splitting Rules, TFSA Moves, & Investing After 60
Retirement Unpacked
48 minutes 4 seconds
2 weeks ago
008 | Pension Splitting Rules, TFSA Moves, & Investing After 60

We’re unpacking nore of the most common retirement questions Canadians face, including when pension income can be split, how RRSP withdrawals should be timed, and whether investing after 60 still makes sense. We look at where TFSAs fit into the mix, how a cash wedge can support peace of mind, and why timing your retirement date can have a bigger impact than you might expect.

We also dive into what truly makes a retirement plan effective – from tax efficiency and income flow to the lifestyle shift that happens when work ends. If you’re planning for retirement or already there, this episode will help you make smarter, more confident decisions with the wealth you’ve built.

Eligible Pension Income CRA: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/pension-income-splitting/eligible-pension-income.html


Advisor.ca Article: https://www.advisor.ca/practice/longevity/how-retirement-coaching-is-redefining-the-future-of-advice/

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.