@parallelwealth Parallel Wealth

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Social Influence

Social category influence finance 95.59% countries 3.68%

Social topic influence retirement #396, investment #2142, stocks #2154, financial #813, passive income #60, products 11.76%, future 11.76%, carry 11.03%, financial planner #59, investments 8.09%

Top accounts mentioned or mentioned by @parallelwealthcom @benfelixcsi @ucdxtq8nwmxehz2vkp7qxa @ucwy3zvncqcuwuikhaula @neofinancial @parallelwealthmoneymastery @parallelwealthclips

Top Social Posts

Top posts by engagements in the last [--] hours

"Retirement Taxes In Canada: A Complete Guide To Save Thousands ➡ Our financial planning services: https://www.parallelwealth.com/planning In this video I'll go through a complete Canadian retirement taxes guide. We'll cover how each different retirement income source is taxed some strategies you can use to reduce your tax bill and some key tax credits every retiree in Canada needs to know. 🎥 Video's mentioned: ➡ LIRAs explained: https://youtu.be/elFCbCiuG-wsi=LSmfkb9fgO6hAUVD ➡ TFSAs explained: https://youtu.be/nEuLZ5n0wHssi=7KTSHLXct2_QFut8 ➡ Income splitting:"
YouTube Link 2024-12-23T19:02Z 155K followers, 154.4K engagements

"The RRSP Meltdown Strategy 99% Of Canadians Should Use (Save Thousands) Learn more about our services at https://www.parallelwealth.com/planning How you choose to drawdown your RRSP in retirement will probably be the single biggest factor in determining how much income you collect and how much tax you pay. So in this video we'll go through the RRSP meltdown strategy we use with all of our clients that saves on average into the six figures. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn"
YouTube Link 2025-03-28T17:02Z 155K followers, 103.7K engagements

"Should You Use An RRSP If You Have A Defined Benefit Pension Plan Fee for service financial planning: https://www.parallelwealth.com/ffs We got a comment from a viewer wondering how to deal with RRSPs when you have a defined benefit pension plan. In our office we come across defined benefit plans more often than expected so we'll go through a couple of different scenarios surrounding RRSP contributions when you have a defined benefit plan. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn"
YouTube Link 2021-09-03T21:00Z 155K followers, 71.3K engagements

"Every Canadian Should Use This CPP Calculator (With Ben Felix & Braden Warwick) PWL's CPP Calculator: https://research-tools.pwlcapital.com/research/cpp Ben' Felix's channel: @BenFelixCSI In this video we have Ben Felix and Braden Warwick on from PWL Capital to discuss the CPP calculator they developed and how Canadians can use it to make a more informed CPP decision. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning:"
YouTube Link 2026-02-05T18:02Z 155K followers, 19.4K engagements

"Master Canadian Retirement Planning In [--] Minutes Learn more about our services at https://www.parallelwealth.com/planning In this video I'll be going through a complete retirement plan build breaking down all of the key aspects that you need to be thinking about as you build out your retirement plan. We'll cover CPP timing the RRSP meltdown the laddered income strategy how to build generational wealth and a lot more. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our"
YouTube Link 2025-12-18T18:02Z 155K followers, 20.7K engagements

"Questions Every Canadian Should Be Asking Their Financial Planner Retirement Unpacked Ep [---] Work with our team: https://www.parallelwealth.com/planning In episode [--] of Retirement Unpacked Brett and Kyle break down questions you should be asking your financial planner and also how to ask to have your fees reduced. They also touch on factors to consider before setting up a spousal RRSP should you start CPP early and invest it and much more. Later in the episode one of our planners Paul Grenier joins to discuss whether annuities make sense for retirees in [----]. Brett's book recommendation from"
YouTube Link 2026-02-07T14:01Z 155K followers, [----] engagements

"2 Hours Straight of Solid Canadian Retirement Advice Learn more about our services at https://www.parallelwealth.com/planning Watch our Decumulation [---] videos here: https://www.parallelwealth.com/offers/VzwEVF5b/checkout In this video Ive compiled some of my most important videos from this year covering what every Canadian should know about retirement planning. We break down the biggest CPP mistake the RRSP strategy 99% of Canadians should be using how to use a TFSA effectively in retirement and much more. PWL CPP calculator: https://research-tools.pwlcapital.com/research/cpp Blackrock"
YouTube Link 2025-12-22T18:02Z 155K followers, 14.8K engagements

"Retirement Withdrawals: How Often Should You Withdraw In Retirement In this video we'll go through how you should time withdrawals in retirement. Should you withdraw annually Monthly Weekly The answer is probably different for everyone. ➡Our financial planning services: https://www.parallelwealth.com/planning If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2024-05-03T18:02Z 155K followers, 117.5K engagements

"How To Maximize Your DB Pension Plan With CPP Timing ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll go through whether or not you should start your CPP right after your bridge benefit for your defined benefit pension plan drops off at [--]. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning:"
YouTube Link 2023-03-10T19:02Z 155K followers, 32.9K engagements

"The Ultimate Canadian Investment Guide For Beginners (2025) ➡ Our financial planning services: https://www.parallelwealth.com/planning ➡ Our financial masterclass: https://www.parallelwealth.com/masterclass In this video we'll go through a complete guide to investing for Canadians We'll cover some of the basics of investing the different types of investments and the various types of accounts you can use to hit your financial and retirement goals. 📙 Resources: ➡ Vanguard's investor questionnaire: https://investor.vanguard.com/tools-calculators/investor-questionnaire ➡ Different types of"
YouTube Link 2024-12-30T19:02Z 155K followers, 74.9K engagements

"25 Retirement Truths Every Canadian Should Know Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] things every Canadian should know about retirement. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-12-25T18:02Z 155K followers, 46.2K engagements

"Why 99% of Canadians Should Convert Their RRSP As Soon As They Retire Learn more about our services at https://www.parallelwealth.com/planning When you're [--] you must convert your RRSP to a RRIF but should you do it sooner In this video I'll go through why for most Canadians it'll make sense to convert right when you retire. ➡ Withholding tax explained: https://youtu.be/YaJifHdiZ8ksi=-z3a7PHqeNH64mra If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For"
YouTube Link 2025-06-30T17:02Z 155K followers, 326K engagements

"8 Things I Wish Canadians Knew Before Starting CPP at [--] Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through [--] things I wish Canadians would consider before starting CPP at [--]. ➡CPP Actuarial Report: https://www.cppinvestments.com/the-fund/our-performance/sustainability-of-the-cpp/ ➡PWL's CPP Calculator: https://research-tools.pwlcapital.com/research/cpp ➡Investing your CPP payments: https://youtu.be/4ItU5x6TfZ4 If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use"
YouTube Link 2025-11-24T18:02Z 155K followers, 23.8K engagements

"Should You Contribute To CPP If You're 65+ And Working (CPP Post-Retirement Benefit) ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll discuss the CPP Post-Retirement Benefit. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2024-05-29T18:02Z 155K followers, 60.7K engagements

"The Biggest CPP Mistake Most Canadians Make 📈 Learn more about how Harvest ETFs can help you reach your financial and retirement goals here: https://harvestportfolios.com/utm_source=Parallel_Wealth&utm_medium=Video ➡Learn more about our services at https://www.parallelwealth.com/planning ➡PWL's CPP calculator: https://research-tools.pwlcapital.com/research/cpp In this video we'll go through the biggest CPP mistake most Canadians make and how you can avoid it. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the"
YouTube Link 2025-02-07T18:02Z 155K followers, 314.6K engagements

"The Truth About Retiring With A Mortgage Learn more about our services at https://www.parallelwealth.com/planning Should you retire with a mortgage There are benefits but also risks if you do. Having a mortgage maintains your current cash flow rather than taking a lump sum out of your RRSP and triggering a big tax bill however as we see right now a rising interest rate market can definitely bring stress to those with mortgages in retirement. If you do end up carrying a mortgage in retirement make sure you have a very clear retirement and financial plan in place to give you piece of mind. If"
YouTube Link 2022-10-07T21:02Z 155K followers, 63.3K engagements

"Why 99% Of Canadians Should Withdraw More Than The RRIF Minimum Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through why 99% of Canadians should withdraw more than the RRIF minimum. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-11-27T18:02Z 155K followers, 134.8K engagements

"The Hidden CPP Math Nobody Tells Canadians Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through how the CPP breakeven age changes drastically once you incorporate all of your other assets. ➡Aaron Hector on X: https://x.com/AaronHectorCFP If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2025-10-20T17:02Z 155K followers, 63.4K engagements

"7 Reasons To Take CPP At [--] ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll go through [--] reasons why a lot of our clients think it's a good idea to take CPP at [--]. Regardless of your thinking it's extremely important to run the numbers so you can make an informed decision If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2024-01-26T19:02Z 155K followers, 391.6K engagements

"The New CPP Calculator Every Canadian Should Know About ➡Black Friday Masterclass Sale: https://www.parallelwealth.com/masterclass ➡PWL's CPP Calculator: https://research-tools.pwlcapital.com/research/cpp ➡Ben Felix's Channel: https://www.youtube.com/@UCDXTQ8nWmx_EhZ2v-kp7QxA ➡Access your previous tax returns: https://www.canada.ca/en/revenue-agency/services/e-services/digital-services-individuals/account-individuals.html PWL has a new CPP calculator that I've found to be the best of any of the available options so in this video I'll show you how it works and go through a few scenarios to"
YouTube Link 2024-12-02T19:02Z 155K followers, 148.5K engagements

"The Hidden Advantage Of Delaying CPP To [--] Learn more about our services at https://www.parallelwealth.com/planning Most people only focus on the bigger monthly payment when delaying CPP to [--] but theres a hidden advantage most Canadians overlook. In this video I'll discuss how delaying CPP allows you to drawdown your registered accounts more tax-efficiently and how it could save your estate six figures in taxes. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services:"
YouTube Link 2026-02-12T18:02Z 155K followers, 12.4K engagements

"Avoid These [--] Retirement Withdrawal Mistakes At All Costs Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through [--] common withdrawal strategies that you must avoid. Video on the cash wedge: https://youtu.be/SQeNeo08nKA If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments"
YouTube Link 2025-09-11T17:02Z 155K followers, 162.9K engagements

"10 RRIF Withdrawal Strategies To Save On Taxes: What Works & What To Avoid Learn more about our services at https://www.parallelwealth.com/planning In this video we go through and discuss this recent article from The Globe and Mail: https://www.theglobeandmail.com/investing/personal-finance/taxes/article-top-rrif-strategies-save-taxes/ If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning"
YouTube Link 2025-07-28T17:02Z 155K followers, 56.4K engagements

"The RRSP To RRIF Conversion Trap That Can Cost You Thousands Learn more about our services at https://www.parallelwealth.com/planning Many Canadian retirees delay converting their RRSP to a RRIF to avoid mandatory withdrawals. However in this video we'll look at how this can trap them into a big tax bill later in life. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income"
YouTube Link 2025-03-14T17:02Z 155K followers, 203.2K engagements

"Retiring With A LIRA TFSA RRSP & Non-Reg: Where Should You Withdraw First Work with our team: https://www.parallelwealth.com/planning In episode [--] of Retirement Unpacked Adam and Brett break down tax planning strategies for high net worth retirees how non-registered accounts can become a liability in retirement how to create a retirement budget and plan for unexpected expenses tax implications for spousal income transfers and much more. Later in the episode one of our planners Mathieu Huneault joins to discuss what to consider if your kids are finishing school and you still have a balance in"
YouTube Link 2026-02-14T14:01Z 155K followers, [----] engagements

"When Should You Take Your CPP If You Have A Defined Benefit Pension Learn more about our services: https://www.parallelwealth.com/planning In this video we'll go through an example using our software to plan when you should take your CPP if you have a defined benefit pension plan. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2021-10-19T21:00Z 155K followers, 69.6K engagements

"Defined Benefit Pension Plans: DO NOT Forget About Laddering Your Income In Retirement Learn more about our services: https://www.parallelwealth.com/planning If you have a defined benefit plan it'll be important to create a plan for a laddered income in retirement. You should spend more earlier in retirement than later so despite a defined benefit plan your TFSA and RRSP are still going to be important tools to for your retirements savings. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn"
YouTube Link 2021-11-05T21:00Z 155K followers, 65.4K engagements

"If You're Retiring With A TFSA Watch This Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through a few strategies you can use to maximize your TFSA in retirement. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-02-17T18:02Z 155K followers, 191.4K engagements

"What Happens To Your CPP If You Retire At [--] Learn more about our services at https://www.parallelwealth.com/planning In this video well look into how retiring at [--] affects your CPP benefit and then we'll dive into some different scenarios to help you decide when to start collecting if you're in a similar situation. ➡PWL's CPP calculator: https://research-tools.pwlcapital.com/research/cpp If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service"
YouTube Link 2025-02-24T18:02Z 155K followers, 203.3K engagements

"Draw Down Your RRSP Quickly & Efficiently To Save THOUSANDS (RRSP Meltdown) Financial Tip [--] A more in depth look at our RRSP Meltdown strategy: https://youtu.be/bi1SdCGpoZw Using an RRSP meltdown strategy can potentially save you thousands in taxes upon retirement. Funding your early retirement using your RRSP and delaying CPP is very efficient and will save you a lot in taxes down the line. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies: https://amzn.to/308jzic Free Credit Report with Borrowell:"
YouTube Link 2021-11-10T22:00Z 155K followers, 32.4K engagements

"The Month You Start CPP Matters More Than You Think (Especially At Year End) Learn more about our services at https://www.parallelwealth.com/planning As we get into the last couple of months in [----] should you look to start CPP now or should you wait until [----] In this video we'll discuss what factors you need to consider. ➡ Fred Vetesse's article: https://www.theglobeandmail.com/investing/personal-finance/retirement/article-retirement-planning-when-to-start-cpp/ If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use"
YouTube Link 2025-11-03T18:02Z 155K followers, 28.3K engagements

"Should You Set Up A Spousal RRSP DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for informational and"
YouTube Link 2026-02-10T18:02Z 155K followers, [----] engagements

"RRSP Withdrawals OAS Clawback & CPP Dropout Years Retirement Unpacked Ep. [---] Work with our team: https://www.parallelwealth.com/planning In this episode of Retirement Unpacked Adam Bornn and Brett Martinson tackle a variety of retirement-related questions focusing on strategies for managing income taxes and investments in retirement. They discuss the implications of OAS clawback the importance of RRSP contributions and the nuances of withdrawing from RRSPs and TFSAs. The conversation also covers RRSP drawdown strategies CPP dropout rules and what strong financial planning deliverables should"
YouTube Link 2025-11-29T14:00Z 155K followers, 16.4K engagements

"Is Your Cash Flow Wedge In Right Account DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for informational and"
YouTube Link 2026-02-01T18:02Z 155K followers, [----] engagements

"If Youre Retiring With A Pension When Should You Start CPP Learn more about our services at https://www.parallelwealth.com/planning If you're retiring with a pension when is the best time to start your CPP We'll break that down in this video. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth"
YouTube Link 2025-05-16T17:02Z 155K followers, 27.2K engagements

"A Complete Guide To CPP And OAS In [----] Canadian Retirement Benefits 📈 Learn more about how Harvest ETFs can help you reach your financial and retirement goals here: https://harvestportfolios.com/utm_source=Parallel_Wealth&utm_medium=Video ➡Learn more about our services at https://www.parallelwealth.com/planning ➡PWL's CPP calculator: https://research-tools.pwlcapital.com/research/cpp ➡CPP webpage on Government of Canada website: https://www.canada.ca/en/services/benefits/publicpensions/cpp.html ➡OAS webpage on Government of Canada website:"
YouTube Link 2025-02-14T18:02Z 155K followers, 55.5K engagements

"Financial Planner Answers [--] Canadian Retirement Questions in [--] Minutes Learn more about our services at https://www.parallelwealth.com/planning In this video I'll be answering [--] of your questions about Canadian retirement planning. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-12-11T18:02Z 155K followers, 16K engagements

"10 Reasons You Shouldn't Have A Financial Advisor ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡Ontario Securities Commission Survey: https://www.osc.ca/sites/default/files/2021-04/inv_research_20210421_self-directed-investor-survey.pdf Not filing your taxes can have several consequences but one of the bigger ones is you will miss out on credits and benefits that will save you money. I encourage everyone to file their taxes this year and see if you qualify for any savings opportunities If you have"
YouTube Link 2023-04-21T18:02Z 155K followers, 52.6K engagements

"Why 99% of Canadians Should Withdraw The LIF Maximum Learn more about our services at https://www.parallelwealth.com/planning In this video I'll cover why if you're retiring with a LIF you should probably be drawing out the maximum amount. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2026-01-12T18:02Z 155K followers, [----] engagements

"6 Critical Moves Every Retiree Must Make In [----] Learn more about our services at https://www.parallelwealth.com/planning Check out our Decumulation [---] series here: https://www.parallelwealth.com/offers/VzwEVF5b/checkout In this video we'll go through [--] things that will separate successful retirees from the rest in [----]. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement"
YouTube Link 2026-01-01T18:02Z 155K followers, 17.8K engagements

"Smart Ways To Share Wealth With Your Kids In Retirement DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for"
YouTube Link 2026-01-13T18:02Z 155K followers, [----] engagements

"Important [----] Tax Changes Every Canadian Should Know (RRSP TFSA CPP & More) Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through important tax numbers you need to know heading in [----]. We'll cover RRSP and TFSA dollar limits CPP and CPP2 contribution maximums the OAS clawback threshold and a lot more. ➡Article summary of [----] tax numbers: https://www.advisor.ca/industry-news/industry/essential-tax-numbers-updated-for-2026/ If you have any questions about this video's topic or retirement planning in general visit"
YouTube Link 2025-12-04T18:02Z 155K followers, 41.3K engagements

"Can You Retire On $250000 Learn more about our services: https://www.parallelwealth.com/planning Check out the 'This Is Our Retirement' Video: https://youtu.be/QYcT819wRXU Are you able to retire on $250000 in Canada In this video we'll go through how a single person as well as a couple can retire on just $250000 in Canada. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement"
YouTube Link 2022-08-19T21:03Z 155K followers, 119.7K engagements

"A Solid [--] Minutes of CPP Knowledge Every Canadian Should Know ➡ Our financial planning services: https://www.parallelwealth.com/planning In this video well explore some of the key aspects of the Canada Pension Plan (CPP) including eligibility common misconceptions and how to calculate your CPP to estimate your retirement benefit 📙 Resources: ➡ Canada.ca CPP webpage: https://www.canada.ca/en/services/benefits/publicpensions/cpp.html ➡ PBO report: https://www.advisor.ca/economy/policy/current-fiscal-policy-sustainable-over-long-term-pbo/ ➡ CPP Actuarial Report:"
YouTube Link 2024-12-27T19:02Z 155K followers, 112.1K engagements

"22 Minutes of Solid Canadian Retirement Advice Learn more about our services at https://www.parallelwealth.com/planning In this video I'll answer [--] subscriber questions on topics like implementing a cash wedge the truth about TFSAs donating your estate to charity and a lot more. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2026-01-05T18:02Z 155K followers, 16.6K engagements

"Give me [--] minutes and I'll show you how most people ruin retirement Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] ways to ruin your retirement. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-10-06T17:02Z 155K followers, 182.6K engagements

"12 Retirement Trends That Need To Stop In [----] Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through [--] common retirement trends I see that need to end in [----]. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-12-08T18:02Z 155K followers, 42.4K engagements

"10 Simple Tips To Improve Your Retirement Forever Learn more about our services at https://www.parallelwealth.com/planning In this video I'll walk you through [--] simple tips that will help you help you walk through retirement stress free. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-08-25T17:02Z 155K followers, 21.4K engagements

"$250000 At 60: Do You Really Have To Work Until [--] Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through a case study of a single [--] year old with $250000 and discuss the phased retirement strategy we used to help him hit his retirement goals. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2026-02-09T18:02Z 155K followers, 15.7K engagements

"Why Most Retirees Struggle to Spend Their Money Retirement Unpacked Ep. [---] Work with our team: https://www.parallelwealth.com/planning In this episode of Retirement Unpacked Adam and financial planner Jon Kutney answer common Canadian retirement planning questions around RRSP and RRIF withdrawals retirement income strategies and tax planning. They discuss how to transition from saving to spending in retirement and how different accounts work together once income starts coming out. The conversation covers cash wedge planning versus portfolio rebalancing when it makes sense to leave money in a"
YouTube Link 2025-12-20T14:00Z 155K followers, 13.1K engagements

"The (Legal) Way To Pay $0 Tax On Your Capital Gains ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll go through a strategy to pay $0 tax on your capital gains while also receiving a tax credit to lower your tax bill. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel"
YouTube Link 2024-01-29T19:02Z 155K followers, 101.5K engagements

"I'm [--] With $1.75M In RRSPs How Can I Avoid A Huge Tax Bill Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through a case study of a [--] year old couple with $1.75M in their RRSPs and we'll look into how to efficiently draw it down to minimize taxes. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2025-06-20T17:02Z 155K followers, 38.2K engagements

"TFSA Beneficiaries DC Pensions & Joint Account Pitfalls Retirement Unpacked Ep. [---] Work with our team: https://www.parallelwealth.com/planning In this episode of Retirement Unpacked Brett and fellow PWFG planner Michael Barichello answer more of your retirement questions. They cover what to do after maxing your RRSP and TFSA how DC pensions work when you leave an employer and the implications of naming TFSA beneficiaries or adding joint owners to accounts. They also touch on income splitting GICs in a TFSA overcontribution penalties and what to know about locked-in funds. If youve wondered"
YouTube Link 2025-12-13T14:01Z 155K followers, [----] engagements

"When Should You Start Your Defined Benefit Pension Plan Learn more about our services: https://www.parallelwealth.com/planning Check out the Investing Academy: https://bit.ly/ParallelAcademy What is a defined benefit pension plan Should you take the commuted value of your pension or take the lifetime amount Can you defer your pension and is that something that you should think about doing I brought on Brett Martinson who is a certified financial planner on our team to discuss these questions and hopefully by the end you have a better understanding of defined benefit pension plans If you have"
YouTube Link 2022-05-07T17:30Z 155K followers, 31.5K engagements

"A Complete Guide To Old Age Security (OAS) In this video we'll go through a complete guide of Old Age Security (OAS). We'll cover how you qualify how much you could receive the recovery tax (clawback) and more. ➡Our financial planning services: https://www.parallelwealth.com/planning ➡More info on OAS: https://www.canada.ca/en/services/benefits/publicpensions/cpp/old-age-security.html If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement"
YouTube Link 2024-04-19T18:02Z 155K followers, 71.8K engagements

"The Worst Defined Benefit Pension Plan Mistake You Can Make ➡Move For Freedom: https://ally.org/moveforfreedom ➡Parallel Wealth's Fundraising Page: https://moveforfreedom.ally.org/team/parallelwealth ➡Fee For Service Planning: https://www.parallelwealth.com/planning If you have a bridge benefit attached to your defined benefit pension plan then a lot of you think you should start CPP and OAS as your bridge benefit drops off at [--]. However for most of you that is the wrong decision. We'll discuss alterative options in this video. If you have any questions about this video's topic or retirement"
YouTube Link 2023-06-02T18:02Z 155K followers, 43.9K engagements

"Life Lessons From Retirees: Watch This If Youre In Your 50s or 60s Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] lessons about retirement from my clients in their 70s 80s and 90s. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-12-15T18:02Z 155K followers, 26.3K engagements

"What Is OAS Clawback & How Do You Avoid It Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook CPP Income splitting: https://youtu.be/rTE1NuQ6268 Old age security is a monthly government payment that can start as early as age [--] and can be delayed to age [--]. Depending on your income level there will potentially be a clawback to your payment. Salaries RRSP/RRIF withdrawals pension payments and several other streams of income will determine your income level. There are ways to avoid OAS clawback by reducing your taxable income. Utilizing your TFSA drawing down your"
YouTube Link 2021-04-30T18:00Z 155K followers, 99.1K engagements

"The Right Way To Draw Down Your RRSP And RRIF In Retirement Retirement Unpacked Ep [---] Work with our team: https://www.parallelwealth.com/planning In this episode of Retirement Unpacked Adam and Kyle dive into your questions about income splitting RRSP and RRIF strategies CPP planning tax efficient withdrawals and how to avoid some of the costly missteps we see in real life retirement plans. Whether you are a few years from retirement or already drawing income this conversation will help you think more strategically about taxes and withdrawals. You will also hear a real world lesson from"
YouTube Link 2026-01-03T14:01Z 155K followers, 12.5K engagements

"Watch This If You Have A Defined Benefit Pension Plan If you have a defined benefit pension plan and an RRSP don't forget that it is still important to withdraw from your RRSP (RRIF) in retirement If you have any further questions about this video's topic or any financial planning questions in general I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement plan on track. You can learn more about our services at https://www.parallelwealth.com/planning Financial Resources I personally recommend: ➡Retirement Income for Life:"
YouTube Link 2024-04-10T18:02Z 155K followers, 12.3K engagements

"CPP Disability Benefit: What Happens After You Turn [--] The CPP Disability Channel: https://www.youtube.com/channel/UCe7PhhLKss8CTfhpRtqLMpA Learn more about our services: https://www.parallelwealth.com/planning Check out the Investing Academy: https://bit.ly/ParallelAcademy The CPP disability benefit is a monthly payment to those under the age of [--] who are unable to work due to either a mental or physical disability. What happens after the age of [--] Your regular CPP payments will automatically start once your CPP disability benefit stops at [--] but is that the only option Are you still able"
YouTube Link 2022-05-03T21:00Z 155K followers, 27.3K engagements

"STOP Making This Defined Benefit Pension Mistake If you have a defined benefit pension plan it may come with a bridge benefit which is an additional payment that you receive when you retire until you reach age [--]. A lot of people start their CPP & OAS when their bridge benefit ends and for most people that is not going to be right planning strategy. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies: https://amzn.to/308jzic Free Credit Report with Borrowell: https://borrowell.com/free-credit-scoreutm_source=refer2020-1886159 Open an EQ Bank Account:"
YouTube Link 2022-01-06T22:00Z 155K followers, 12.2K engagements

"If You're Retiring With An RRSP You Need To Watch This ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll go through what happens to your RRSP when you retire. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass: https://www.parallelwealth.com/education"
YouTube Link 2023-11-06T19:02Z 155K followers, 338.3K engagements

"How OAS Recovery Tax (Clawback) Actually Works ➡Our financial planning services: https://www.parallelwealth.com/planning ➡5000-D1 Federal Worksheet: https://www.canada.ca/en/revenue-agency/services/forms-publications/tax-packages-years/general-income-tax-benefit-package/5000-d1.html OAS clawback can be confusing so in this video I want to breakdown an example of how it could impact you. It's important to understand that OAS clawback is simply a withholding tax and the amount withheld is treated like an income tax instalment. We'll discuss this more in this video. If you have any questions"
YouTube Link 2024-11-15T19:02Z 155K followers, 15.4K engagements

"Understanding TFSA Withdrawals & Contribution Room Sign up for our free New Year's Resolutions course: https://www.parallelwealth.com/newyear2021 We often find that the biggest misunderstanding with a TFSA deals with withdrawals and contribution room. Let's illustrate this through an example: As of [----] you have never used any of your contribution room and are [--] years old. This means your contribution limit for the year was $69500 so you make that full contribution and you have now maxed out your TFSA. By year end your investment has grown nicely and the value of your TFSA sits at $75000."
YouTube Link 2021-02-12T19:00Z 155K followers, 31K engagements

"Funding Your Retirement With An Annuity.Does It Make Sense Learn more about our services: https://www.parallelwealth.com/planning In this video we'll take a look at if annuities make sense in [----] with a specific focus on the retirement stages of life. The returns are not great but if it provides you with what you need in retirement then it could be an option for you. Just remember everyone's situation is different so if annuities are a good option for your neighbour they may not be for you If you have any questions about this video's topic or retirement planning in general visit"
YouTube Link 2022-03-02T22:00Z 155K followers, 110.2K engagements

"What Age Should Your RRIF Be Totally Melted Down DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for"
YouTube Link 2026-02-03T18:02Z 155K followers, [----] engagements

"DO NOT Make This Estate Planning Mistake (RRSP Beneficiaries) Learn more about our services: https://www.parallelwealth.com/planning If you have a TFSA and/or RRSP it's wise to name a beneficiary.but who should it be If you have a spouse or common law partner it's a much easier decision but what if you don't I'm seeing a lot of people name the wrong beneficiary that is creating a lot of issues in their Estate plan when they pass away.so let's fix that If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links"
YouTube Link 2022-08-26T21:02Z 155K followers, 12.8K engagements

"Don't Fall For This RRSP Conversion Trap Many Canadians wait until [--] to convert their RRSP to a RRIF. However this can often trap you into a large tax bill down the road DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual"
YouTube Link 2025-03-26T17:02Z 155K followers, 16.2K engagements

"How to Actually Use a Cash Wedge In Retirement Retirement Unpacked Ep. [---] Work with our team: https://www.parallelwealth.com/planning This episode of Retirement Unpacked focuses on the practical details of retirement planning that often create confusion. Adam and Brett walk through more viewer questions around account structure taxes and income decisions that arise as retirement approaches. Theyre also joined by planner Peter Filippakis who shares a real-world planning case that highlights the importance of structuring savings across RRSPs TFSAs and non-registered accounts to create"
YouTube Link 2025-12-27T14:01Z 155K followers, 11.2K engagements

"CPP & OAS Timing Is More Complex Than You Think. ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡Find A Financial Planner: https://www.fpcanada.ca/findaplanner If you know anything about OAS & CPP you'll know that if you decide to delay payments you will receive a larger amount. However there is much more that goes into the decision. It's important to see how OAS & CPP fits into your overall retirement plan to make sure you can meet your ongoing cashflow needs. We discuss this further in this video. If you have any questions about this video's topic or retirement planning"
YouTube Link 2023-01-31T19:02Z 155K followers, 22.9K engagements

"Age Gap Couples: The Two Most Important Parts Of Your Retirement Plan DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel"
YouTube Link 2026-01-23T18:02Z 155K followers, [----] engagements

"Understanding CPP Survivor Benefits ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡CPP Survivor's Pension Info: https://www.canada.ca/en/services/benefits/publicpensions/cpp/cpp-survivor-pension.html In this video we'll go through some CPP benefits including the death benefit survivor's pension and child benefits that you could receive should your spouse or common law partner pass away. If you have any questions about this video's topic or retirement planning in general visit"
YouTube Link 2023-05-12T18:02Z 155K followers, 100.5K engagements

"If You're Retiring With A Pension Here Are [--] Things You Must Know Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] things you need to know if you're retiring with a pension. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-08-15T17:02Z 155K followers, 32K engagements

"Understanding The CPP Survivor Benefit Retirement Unpacked Ep [---] Work with our team: https://www.parallelwealth.com/planning In episode [--] of Retirement Unpacked Brett and Jon dive into CPP survivor benefits and whether delaying CPP can impact your survivor payout the tax implications of moving investments from a non-registered account to your TFSA or RRSP whether it makes sense to keep your emergency fund in a chequing account and much more. Later on in the episode one of our planners Gord Manzer joins to discuss car accident benefits in retirement and how upcoming changes in Ontario"
YouTube Link 2026-01-24T14:00Z 155K followers, [----] engagements

"What Happens To Your RRSP When You Die (Estate Planning) Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook Full series playlist: https://www.youtube.com/playlistlist=PLGyu3db0g-Drea15bAXJV2sCe9Q6fVMUl When you die there are two main scenarios regarding your RRSP/RRIF 1) If you have a spouse or common law partner the RRSP/RRIF will roll over to them tax free 2) If you do not have a spouse or common law partner OR they have already passed the full amount of your RRSP/RRIF will be added to your taxable income in your year of death This second point is important as"
YouTube Link 2021-04-23T16:00Z 154K followers, 12.4K engagements

"Can You Save Too Much In Your RRSP DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for informational and"
YouTube Link 2025-07-23T17:02Z 155K followers, [----] engagements

"LIRAs Explained: EVERYTHING You Need To Know About Locked In Registered Accounts More info on LIRAs here: https://www.parallelwealth.com/lira Learn more about our services: https://www.parallelwealth.com/planning A video on Locked In Registered Accounts (LIRAs) has been one of our most requested videos so here it is We'll cover a number of topics: 1) What is a LIRA 2) LIRA vs RRSP 3) Accessing your LIRA early 4) What happens to your LIRA at retirement 5) Tips and strategies to maximize your LIRA If you have any questions about this video's topic or retirement planning in general visit"
YouTube Link 2021-11-09T22:00Z 155K followers, 88.1K engagements

"Retirement Is Changing Forever: [--] Shifts You Need To Understand Learn more about our services at https://www.parallelwealth.com/planning Article from the video: https://www.advisor.ca/practice/longevity/reframing-retirement/utm_source=ADVR_NL&utm_medium=email&utm_campaign=AM_Bulletin&hash=8464C9005034B6R&oly_enc_id=8464C9005034B6R Subscribe to our clips channel: https://www.youtube.com/@UCwY3ZvNc_qCU-WuIKh-aulA In this video I'll walk through five key shifts Im seeing in retirement planning and why retirement today looks very different than it did just a few decades ago. If you have any"
YouTube Link 2026-01-26T18:02Z 155K followers, 22.9K engagements

"A Better Way To Think About Asset Allocation In Retirement Retirement Unpacked Ep [---] Work with our team: https://www.parallelwealth.com/planning Our recent video on retiring with an age gap: https://youtu.be/p3LGNkgXA6wsi=uSOI4lMEG1lk2UVI In episode [--] of Retirement Unpacked Adam and Michael break down a number of questions we have gotten about the cashflow wedge. They discuss whether a 75/25 investment can function as a cashflow wedge whether it makes sense to only withdraw the minimum from your wedge in down markets and how asset allocation and cashflow wedges should be handled across"
YouTube Link 2026-01-31T14:00Z 155K followers, [----] engagements

"TFSA Trading RRIF Timing & Key Decumulation Strategies Retirement Unpacked Ep. [---] Work with our team: https://www.parallelwealth.com/planning In this episode of Retirement Unpacked Adam and Brett answer viewer questions on RRIF withdrawals TFSA rules advisor restrictions non-registered accounts pension income splitting LIRA unlocking and more. They break down several common retirement planning scenarios Canadians face and explain how to navigate them with clarity and confidence. Later in the episode Parallel Wealth partner Kyle Martins joins to share insight on easing into retirement"
YouTube Link 2025-12-06T14:00Z 155K followers, 14.5K engagements

"Theres A Lot More To Retirement Than Just The Numbers DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for"
YouTube Link 2026-01-27T18:02Z 155K followers, [----] engagements

"How To Calculate Your CPP Payment Accurately Learn more about the @NeoFinancial Cashback Mastercard here: https://join.neo.cc/parallelwealth. Get a $50 credit + receive 15% cashback on your first purchase with this link #NeoFinancial #MeetNeo #sponsored Figuring out what your CPP payment will be is an extremely complicated process but these [--] calculators will give you a good idea of what it should be assuming your situation is on the simpler side. If you are on CPP disability the survivor pension or have child dropout years then these calculators probably won't be as useful. In those"
YouTube Link 2022-06-18T15:02Z 154K followers, 65.4K engagements

"Retirement Is An Evolution DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for informational and educational"
YouTube Link 2026-01-28T18:02Z 155K followers, [----] engagements

"First Steps Of Estate Planning Estate Planning Essentials Summary of Assets worksheet: https://www.parallelwealth.com/pl/2147503936 Use code 'MEMBER100' to get $100 off our financial masterclass: https://www.parallelwealth.com/masterclass The first and most important step you must take to build an estate plan is to create a summary of assets. You need to make this summary for two people: 1) your spouse or partner and/or 2) your executor. It's extremely important to prepare this summary so that your estate plan is known before you pass away. The last thing you want your family dealing with is"
YouTube Link 2021-05-26T21:00Z 155K followers, 11.7K engagements

"Too Much RRSP RRIF Withdrawals CPP Rumours & Retirement Tax Strategies Retirement Unpacked Ep.3 Work with our team: https://www.parallelwealth.com/planning In this episode of Retirement Unpacked we dig into more of your retirement questions. We cover whether its possible to have too much RRSP why certain RRIF withdrawal strategies can create bigger tax problems and how withholding tax really works. We also talk about the rumours of CPP and OAS moving to age [--] when it makes sense to turn off dividend reinvestments and why a line of credit can sometimes be smarter than pulling extra from a"
YouTube Link 2025-09-20T13:00Z 154K followers, 43.5K engagements

"Can You Reinvest Dividends In Your RRIF DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for informational and"
YouTube Link 2026-02-04T18:02Z 155K followers, [----] engagements

"Should You Take Your CPP Early Financial Tip [--] A more in depth look at taking CPP at 60: https://www.youtube.com/watchv=PNAdA1aMU4s Typically we advise our clients to delay CPP as it is a more efficient way to fund your retirement. With this said you may find yourself in a few situations where it may be wise to start CPP earlier than [--]. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies: https://amzn.to/308jzic Free Credit Report with Borrowell: https://borrowell.com/free-credit-scoreutm_source=refer2020-1886159 Open an EQ Bank Account:"
YouTube Link 2021-11-11T22:00Z 155K followers, [----] engagements

"5 RRSP Mistakes You Don't Realize You're Making ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll go through [--] RRSP Mistakes that you may be making. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass: https://www.parallelwealth.com/education Additional"
YouTube Link 2023-12-18T19:02Z 155K followers, 24.7K engagements

"Converting To A RRIF And LIF.What Is This Process More info on LIRAs: https://www.parallelwealth.com/lira Learn more about our services: https://www.parallelwealth.com/planning Check out the Investing Academy: https://bit.ly/ParallelAcademy When you retire you need to convert your RRSP & LIRA into a RRIF & LIF. In this video we'll go through what that process looks like. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning:"
YouTube Link 2022-05-05T21:00Z 154K followers, 31.8K engagements

"7 Strategies When Retiring Single Learn more about our masterclass here: https://www.parallelwealth.com/planning Free financial education through canada.ca: https://www.canada.ca/en/financial-consumer-agency/services/financial-literacy-programs.html This has probably been the most requested video on this channel. Unfortunately for singles there are a number of disadvantages for you as you head into retirement so make sure to use these strategies to help you navigate retirement. If you have any questions about this video's topic or retirement planning in general visit"
YouTube Link 2021-08-02T18:00Z 155K followers, 48.3K engagements

"Avoid This RRSP Mistake At All Costs (It Could Cost You Half Your Wealth) Learn more about our services at https://www.parallelwealth.com/planning There's a common RRSP mistake I see people make in retirement that could end up costing you half of your account. In this video I'll go through a case study of a couple who ended up losing over $300000 of their RRSP to taxes and what they could have done to avoid it. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee"
YouTube Link 2025-09-25T17:02Z 155K followers, 127.8K engagements

"The CPP Breakeven Point Is Earlier Than You Think DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for"
YouTube Link 2025-10-22T17:02Z 154K followers, 12.3K engagements

"The Simple Pension Mistake That Can Cost You Thousands Learn more about our services at https://www.parallelwealth.com/planning In this video I'll discuss a common mistake people make if they're retiring with a defined benefit pension plan. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-09-01T17:02Z 155K followers, 10.9K engagements

"Strategies To Make Up Your Unused RRSP Contribution Room Maximize Your RRSP Fee for service financial planning: https://www.parallelwealth.com/ffs Income Tax Calculator: https://turbotax.intuit.ca/tax-resources/canada-income-tax-calculator.jsp As you near retirement you may have some unused RRSP contribution room. There are a few strategies that can be implemented in order to maximize your RRSP in a tax efficient manner. These strategies can also be applied for those who aren't close to retirement but want to get the most out of their RRSP. If you have any questions about this video's topic"
YouTube Link 2021-08-16T21:00Z 154K followers, 15.2K engagements

"Investing In Corporate Bonds Instead Of Government Bonds Bond Investing In The Current Market Learn more about our services here: https://www.parallelwealth.com/planning Email Info@Parallelwealth.com to learn more about BCV Asset Management In this video Chris Richard from BCV Asset Management joins me to discuss bond investing in a rising interest rate market. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning:"
YouTube Link 2021-07-29T21:00Z 155K followers, [----] engagements

"Retirement Taxes: Why Everything Changes When You Turn [--] Learn more about our services at https://www.parallelwealth.com/planning In this video I'll show you how much tax you might pay at different income levels in retirement and how simply turning [--] can reduce your tax bill by thousands. ➡ Age amount tax credit: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-30100-amount.html ➡ Pension income tax credit:"
YouTube Link 2025-08-18T17:02Z 154K followers, 34.3K engagements

"The Problem With Early Retirement ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡2nd Channel: https://www.youtube.com/@ParallelWealthMoneyMastery Retiring early is great but not if you have to make major sacrifices leading up to that early retirement. If you have any further questions about this video's topic or any financial planning questions in general I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement plan on track. You can learn more about our services at https://www.parallelwealth.com/planning"
YouTube Link 2023-09-20T18:02Z 155K followers, 107.4K engagements

"Financial Planners Answer Your Canadian Retirement Questions Learn more about our services at https://www.parallelwealth.com/planning We started our podcast Retirement Unpacked in [----] so here's a compilation of some of the questions you've asked us this year If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel"
YouTube Link 2025-12-29T18:02Z 155K followers, [----] engagements

"The RRSP Meltdown A Simple Strategy That Saves Thousands ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Fee For Service Planning: https://www.parallelwealth.com/planning The RRSP Meltdown is a must have strategy in any retirement plan. Withdrawing from your RRSP aggressively early on in retirement will not only reduce your tax bill but it will also create more flexibility should anything unexpected come up. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more"
YouTube Link 2023-04-07T18:02Z 155K followers, 63.9K engagements

"CPP and OAS Security RRIF Taxes Estate Planning & Bond Funds Retirement Unpacked Ep. [---] Work with our team: https://www.parallelwealth.com/planning In this weeks 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"
YouTube Link 2025-11-15T14:00Z 155K followers, 14.7K engagements

"Dont Retire In [----] Until You Can Answer These [--] Questions Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through [--] questions you should ask yourself before you retire. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-12-01T18:02Z 155K followers, [----] engagements

"Retiring With An RRSP Here's What To Do ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Withholding tax rates: https://www.canada.ca/en/revenue-agency/services/tax/registered-plans-administrators/registered-retirement-savings-plans-registered-retirement-income-funds-rrsps-rrifs/registered-retirement-savings-plans-registered-retirement-income-funds-rrsps-rrifs.html#wthhldng ➡RRIF minimum withdrawal table: https://www.taxtips.ca/rrsp/rrif-minimum-withdrawal-factors.htm In this video we'll discuss what happens to your RRSP when you retire and how you can efficiently"
YouTube Link 2024-06-14T18:02Z 155K followers, 131.9K engagements

"20 Minutes of Solid Canadian Retirement Advice Learn more about our services at https://www.parallelwealth.com/planning Subscribe to our clips channel: @ParallelWealthClips In this video I'll be answering a number of your questions about Canadian tax retirement and estate planning. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2026-02-02T18:02Z 155K followers, 10.4K engagements

"Can You Save Too Much In Your RRSP ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll go through how you should handle your RRSP as you near retirement. Should you keep contributing Can you save too much We'll answer these questions in this video. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2024-07-08T18:02Z 155K followers, 33.2K engagements

"The Ultimate Guide To Gifting Money To Your Kids In Retirement Learn more about our services at https://www.parallelwealth.com/planning In this video I'll break down our step-by-step approach to gifting money to your kids or grandkids in retirement and how a properly structured plan can help build generational wealth. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income"
YouTube Link 2026-01-29T18:02Z 155K followers, [----] engagements

"7 Things You Should Never Do In The First Year Of Retirement Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through [--] things you should never do in the first year of retirement. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-11-20T18:02Z 155K followers, 49.5K engagements

"If You're Retiring With A LIRA You Need To Watch This ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡LIRA Info: https://www.parallelwealth.com/lira In this video we'll go through LIRAs and how there are some unique rules around them that you need to know. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2023-11-10T19:02Z 155K followers, 33.1K engagements

"If your retirement plan looks like this you might have a problem Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through some warning signs that your retirement withdrawal strategy might fail you. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth"
YouTube Link 2026-01-15T18:02Z 155K followers, 15K engagements

"CPP At 60: Smart Move If You Want To Spend More Early In Retirement Learn more about our services at https://www.parallelwealth.com/planning If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass: https://www.parallelwealth.com/education Additional 3rd Party Links and Resources: 🔗Retirement"
YouTube Link 2025-07-18T17:02Z 155K followers, 26.6K engagements

"Understanding The RRSP To RRIF Conversion Thank you to Passiv for sponsoring today's video Join here for FREE: https://bit.ly/PWFGPassiv ➡RRSP To RRIF Conversion: https://www.taxtips.ca/rrsp/converting-your-rrsp-to-a-rrif.htm ➡Withholding Tax Rates: https://www.canada.ca/en/revenue-agency/services/tax/registered-plans-administrators/registered-retirement-savings-plans-registered-retirement-income-funds-rrsps-rrifs/registered-retirement-savings-plans-registered-retirement-income-funds-rrsps-rrifs.html#wthhldng ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA If you"
YouTube Link 2023-04-25T18:02Z 155K followers, 100.7K engagements

"How To Avoid OAS Clawback Financial Tip [--] Avoiding OAS Clawback - Full Video: https://youtu.be/gmGYWOiz_9Q OAS clawback starts when your income exceeds $79000 and it will be fully clawed back at $128000. There are some strategies to help you avoid it which are discussed in the link above. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies: https://amzn.to/308jzic Free Credit Report with Borrowell: https://borrowell.com/free-credit-scoreutm_source=refer2020-1886159 Open an EQ Bank Account: https://join.eqbank.cacode=ADAM8851 Financial Calculator I use:"
YouTube Link 2021-11-17T22:00Z 154K followers, [----] engagements

"Should You Delay OAS With The New 10% Increase In [----] It was announced in July of [----] that there would be a 10% increase in OAS payments when you turn [--] so does this affect when you should start taking the benefit In this video we'll go through a few scenarios to determine what is the optimal time to start your OAS/CPP benefit from a financial and psychological perspective. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning:"
YouTube Link 2022-10-21T21:02Z 155K followers, 57.6K engagements

"I Don't Care When You Start Your CPP DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for informational and"
YouTube Link 2025-12-10T18:02Z 155K followers, 10.4K engagements

"Calculating CPP's Break Even Point Canada Pension Plan Explained My Service Canada = https://www.canada.ca/en/employment-social-development/services/my-account.html Episode one: https://youtu.be/u0s0dNQlzjc Episode three: https://youtu.be/PNAdA1aMU4s Episode four: https://youtu.be/0TjND57pUSs Episode five: https://youtu.be/xbC_gxe8hco Calculating the break even point on collecting your CPP is extremely important as it will help guide you to decide when to start collecting payments. Let's assume your CPP at age [--] is $1000 per month.if you take CPP at age [--] your monthly amount will be $640"
YouTube Link 2021-03-09T17:00Z 154K followers, 52.9K engagements

"Financial Planner Answers [--] Canadian Retirement Questions In [--] Minutes Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through [--] Canadian retirement planning questions in [--] minutes. ➡PWL's CPP Calculator: https://research-tools.pwlcapital.com/research/cpp If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2025-11-17T18:02Z 155K followers, 24.8K engagements

"TFSA vs. RRSP Explained: Which One Should You Use Learn more about our services at https://www.parallelwealth.com/planning In this video I have on Kyle from our team and we discussion on TFSAs vs. RRSPs and what make the most sense for you. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-07-21T17:02Z 155K followers, 10.9K engagements

"CPP Is Increasing In [----] Heres How Much Youll Pay Into It 📈 Discover how Steadyhand can help you reach your financial goals: https://hs.steadyhand.com/gettoknowsteadyhand In this video well discuss how CPP has been expanding from [----] to [----] with the final year underway. I'll explain how these changes will affect your contributions this year and beyond and how this expansion could impact the amount of CPP you receive in retirement. ➡ Learn more about our services at https://www.parallelwealth.com/planning If you have any questions about this video's topic or retirement planning in general"
YouTube Link 2025-01-03T18:02Z 155K followers, 90.9K engagements

"If Youre Retiring With A [--] Year Age Gap Watch This Learn more about our services at https://www.parallelwealth.com/planning In this video I'll walk through a retirement plan of a couple with a [--] year age gap. Well look at how to manage their different retirement timelines structure withdrawals and protect the younger spouse for the long run. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning:"
YouTube Link 2026-01-22T18:02Z 155K followers, [----] engagements

"5 CPP Tips In [--] Minutes ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡CPP Calculator: https://www.cppcalculator.com/ ➡Doug Runchey: https://www.drpensions.ca/# In this video we'll go through [--] CPP tips that will help you maximize your benefit in retirement. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2023-09-15T18:02Z 155K followers, 72.9K engagements

"OAS Clawback: How Much Does It Cost Canadians In this video we'll go through how much OAS clawback costs Canadians how to mitigate it and some potential changes that could be implemented to OAS in the future. ➡Our financial planning services: https://www.parallelwealth.com/planning ➡The Globe and Mail article: https://www.theglobeandmail.com/investing/personal-finance/article-a-deep-dive-on-the-oas-clawback-how-many-people-are-affected-and-how/#::text=The%20Old%20Age%20Security%20recoveryrecent%20data%20from%20Statistics%20Canada. ➡Complete Retirement Build Video: https://youtu.be/LmkrRTUhIKY"
YouTube Link 2024-03-11T18:02Z 155K followers, 29.2K engagements

"This OAS Hack Will Increase Your Benefit ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡How To Calculate Clawback: https://www.canada.ca/en/services/benefits/publicpensions/cpp/old-age-security/recovery-tax.html This OAS hack will help you partially avoid clawback. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning:"
YouTube Link 2023-04-28T18:02Z 154K followers, 73.2K engagements

"Don't Make The Same RRSP Mistake As Your Parents DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for"
YouTube Link 2025-12-31T18:02Z 155K followers, [----] engagements

"A Complete Guide To OAS Clawback (Recovery Tax): Tips to avoid it ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡Stop saving in your TFSA: https://youtu.be/MoIcYpxZC6A In this video we'll go through what OAS clawback (recovery tax) is as well as how to avoid it so you can get the most OAS as possible. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement"
YouTube Link 2024-01-15T19:02Z 154K followers, 78.4K engagements

"CPP Timing Is Even More Important For Single Retirees CPP timing is critical for single retirees. DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos"
YouTube Link 2025-04-16T17:02Z 154K followers, [----] engagements

"What Keeps You Up At Night About Retirement DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for informational and"
YouTube Link 2026-01-02T18:02Z 155K followers, [----] engagements

"Avoid These [--] Retirement Mistakes At All Costs In [----] Learn more about our services at https://www.parallelwealth.com/planning In this video I'll cover [--] retirement mistakes every Canadian needs to avoid in [----]. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2026-01-08T18:02Z 155K followers, 12.4K engagements

"RRSP Withdrawals Explained Maximize The Use Out Of Your RRSP Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook In order to maximize the use out of your RRSP it's extremely important to understand the rules related to withdrawing money from your account. Pre-retirement there are two main reasons why you would withdraw from your RRSP: The home buyers' plan and the lifelong learning plan. These two plans are great options to fund a home purchase or if you are looking to further your education. The third reason would be if you are in a low tax bracket. Maybe you were"
YouTube Link 2021-04-09T18:00Z 154K followers, 126.7K engagements

"10 Critical Money Moves To Make Before [----] Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] things you should do before [----] if you're near or in retirement. ➡Our Net Worth Tracker: https://www.parallelwealth.com/tools-1 ➡Our retirement income video series: https://www.parallelwealth.com/offers/VzwEVF5b/checkout If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services: ➡Fee For Service Retirement Planning:"
YouTube Link 2025-10-27T17:02Z 154K followers, 30.1K engagements

"Commuted Value vs. Lifetime Pension.Which Pension Option Should You Choose Learn more about our services: https://www.parallelwealth.com/planning In this video we'll discuss the differences between commuted value & the lifetime pension amount. With interest rates being so low we have started to see more and more people take the commuted value option but make sure you run the numbers If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement"
YouTube Link 2021-10-26T21:00Z 154K followers, 22.5K engagements

"Every Retiree Needs To Know This DISCLAIMER This presentation is for informational purposes only and does not constitute an offer to buy or sell any products or services. It is not intended as investment financial or other professional advice. Investments carry risk and past performance is not indicative of future results. Certain statements may include forward-looking information which involves risks uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied. The videos and opinions on this channel are for informational and"
YouTube Link 2026-01-07T18:02Z 155K followers, [----] engagements

"8 Reasons To Start CPP At 60: Ranked From Worst To Best Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] common reasons why people start CPP at [--] and breakdown which ones make sense and which ones could end up costing you. ➡ The PWL CPP calculator: https://research-tools.pwlcapital.com/research/cpp ➡ CPP Actuarial Report: https://www.cppinvestments.com/the-fund/our-performance/sustainability-of-the-cpp/ If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the"
YouTube Link 2025-08-08T17:02Z 155K followers, 13.9K engagements

"Save THOUSANDS With These Income Splitting Strategies Income Splitting Explained Fee for service financial planning: https://www.parallelwealth.com/ffs Income splitting is a valuable tool that can save you thousands in taxes. I often get a lot of questions about what types of income can be split and how to actually do it so we'll go through that in this video along with some strategies that involve spousal RRSPs & TFSAs at the end of the video. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to"
YouTube Link 2021-09-15T21:00Z 154K followers, 62.3K engagements

"A Complete Guide To CPP And OAS When You Retire ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll discuss the Canada Pension Plan (CPP) and Old Age Security (OAS) and everything you need to know about these two benefits as you head into retirement. ➡GIS: https://youtu.be/PasW-XsbMfksi=SympM5_tt9ET1mcH ➡OAS Clawback: https://youtu.be/gmGYWOiz_9Qsi=yMggp7BcrLAZzikk ➡CPP Calculator: https://cppcalculator.com/ If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to"
YouTube Link 2024-01-05T19:02Z 154K followers, 260.4K engagements

"LIRAs: Canada's Most Confusing Retirement Account In this video we'll go through Locked-In Retirement Accounts (LIRAs). We'll discus what they are how they differ from RRSPs and the special unlocking rules that you need to know. ➡More on LIRAs: https://www.parallelwealth.com/lira ➡Our financial planning services: https://www.parallelwealth.com/planning If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡Fee For Service Retirement Planning:"
YouTube Link 2024-04-12T18:02Z 155K followers, 22.6K engagements

"How To Avoid CRA Tax Scams ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Article Referenced In Video: https://ca.style.yahoo.com/the-biggest-cra-related-scams-to-watch-for-this-tax-season-110905921.htmlguccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAIbFpXSB5UccD6YQy_o2MbKfOJnG6mUQvopUfQHwfTYh9pghZpqa0YG9UwUL26HcXcksMuvqohSIffNgTFPFlYZ_eU2PiziiZZ2ADjmU8c10sLmZrHPhz3DmoPI_f4EOsoPKsIFxpHT6EYydFT1JQFeyV-2YxFkE9pp8ItQD5Q21#::text=Phishing%20emails%20claiming%20to%20bemedia%20messages%20and%20text%20messages. ➡Mark Rober video:"
YouTube Link 2023-03-27T18:02Z 154K followers, 12.8K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing