#  @parallelwealth Parallel Wealth Parallel Wealth posts on YouTube about retirement, investment, stocks, passive income the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/youtube::UCQPbiV4Poo3X7_POJ9GC6nA/interactions)  - [--] Week [-------] +12% - [--] Month [-------] +16% - [--] Months [---------] +19% - [--] Year [---------] +39% ### Mentions: [---] [#](/creator/youtube::UCQPbiV4Poo3X7_POJ9GC6nA/posts_active)  - [--] Week [---] +16% - [--] Month [---] +3.40% - [--] Months [---] +19% - [--] Year [---] +157% ### Followers: [-------] [#](/creator/youtube::UCQPbiV4Poo3X7_POJ9GC6nA/followers)  - [--] Week [-------] no change - [--] Month [-------] +1.30% - [--] Months [-------] +9.20% - [--] Year [-------] +17% ### CreatorRank: [-------] [#](/creator/youtube::UCQPbiV4Poo3X7_POJ9GC6nA/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) [stocks](/list/stocks) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [retirement](/topic/retirement) #207, [investment](/topic/investment) #1147, [stocks](/topic/stocks) #1150, [passive income](/topic/passive-income) #39, [financial](/topic/financial) #25, [products](/topic/products), [future](/topic/future), [carry](/topic/carry), [investments](/topic/investments), [financial planner](/topic/financial-planner) #32 **Top assets mentioned** [Uber Technologies, Inc. (UBER)](/topic/$uber) [Dave Inc. (DAVE)](/topic/$dave) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "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](https://youtube.com/watch?v=FacZKRQ9YME) 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](https://youtube.com/watch?v=GIVjIlhj73c) 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](https://youtube.com/watch?v=GVsRdkrha0o) 2025-10-20T17:02Z 155K followers, 63.4K 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](https://youtube.com/watch?v=XHuMJRR_RZo) 2025-07-28T17:02Z 155K followers, 56.4K 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](https://youtube.com/watch?v=kJ6frwDU2O8) 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](https://youtube.com/watch?v=kLyBxt-FcjU) 2025-02-17T18:02Z 155K followers, 191.4K engagements "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](https://youtube.com/watch?v=-HgFYpvGRN8) 2024-12-23T19:02Z 155K followers, 154.4K 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](https://youtube.com/watch?v=1Wg2uLBZnIU) 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](https://youtube.com/watch?v=5ET8OBGv8qI) 2024-05-29T18:02Z 155K followers, 60.7K 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](https://youtube.com/watch?v=B_SafyDTFDQ) 2025-03-28T17:02Z 155K followers, 103.7K 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](https://youtube.com/watch?v=Bqb3-7N1__8) 2025-02-07T18:02Z 155K followers, 314.6K 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](https://youtube.com/watch?v=KaesziThK4g) 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](https://youtube.com/watch?v=LQCLnQIsPeY) 2024-12-02T19:02Z 155K followers, 148.5K 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](https://youtube.com/watch?v=NjCcEXBZupg) 2021-09-03T21:00Z 155K followers, 71.3K 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](https://youtube.com/watch?v=RJlCsaa-T1Q) 2026-02-12T18:02Z 155K followers, 12.3K 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](https://youtube.com/watch?v=WyhdlGRmNtw) 2025-09-11T17:02Z 155K followers, 162.9K 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](https://youtube.com/watch?v=ZckmGqIOalI) 2026-02-14T14:01Z 155K followers, [----] 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](https://youtube.com/watch?v=bunoczj7eho) 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](https://youtube.com/watch?v=eLcl_o44xxM) 2026-02-07T14:01Z 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](https://youtube.com/watch?v=fcYPXg9FlYQ) 2021-10-19T21:00Z 155K followers, 69.6K 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](https://youtube.com/watch?v=j2mRD2CiKj4) 2025-12-22T18:02Z 155K followers, 14.8K 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](https://youtube.com/watch?v=rhG5HVbxsFY) 2024-12-30T19:02Z 155K followers, 74.9K 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](https://youtube.com/watch?v=vzhfCH7p-FU) 2025-02-24T18:02Z 155K followers, 203.3K 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](https://youtube.com/watch?v=yYmNIQeOme4) 2025-12-25T18:02Z 155K followers, 46.2K engagements "Happy Retirees Do These [--] Things Well Budget template: https://www.parallelwealth.com/budgetguide I get to speak with many retirees every single week so I have a good idea of the things that generally lead to a happy retirement. Everyone's retirement is going to look a little different but if you do these [--] things the chances of living an enjoyable retirement will go up immensely 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" [YouTube Link](https://youtube.com/watch?v=-A_X8fbq-0o) 2022-09-30T21:02Z 129K followers, 19.8K engagements "Fixed vs. Variable Mortgages: What Should You Choose #shorts Should you get a fixed or variable mortgage One way to decide is to look at your budget. If you are running a tight budget a fixed mortgage might be the way to go. Your payments will be consistent so you can easily work it into your budget. Now if you run a looser budget a variable mortgage could work well. You can get a low rate today and even if rates rise in the future you'll still be able to budget for the payments accordingly. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies:" [YouTube Link](https://youtube.com/watch?v=-o3N7HZ9pLo) 2022-02-28T22:00Z 140K followers, [----] engagements "Don't Waste Your Early Retirement Years *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](https://youtube.com/watch?v=0Pp7nnhUKnc) 2025-10-08T17:02Z 147K followers, [----] engagements "I Saved A Retired Couple Thousands In Taxes.Here's How ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll go through the process of how to save thousands of taxes 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" [YouTube Link](https://youtube.com/watch?v=0vCHb_v2WU4) 2023-09-18T18:05Z [--] followers, [----] engagements "Everyone Must Figure This Out Before Retiring ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN" [YouTube Link](https://youtube.com/watch?v=0xAYtAbd3eE) 2024-10-16T18:02Z 121K followers, [----] engagements "Advantages Of Hiring A Professional Money Manager (Separately Managed Investment Account) Learn more about our services here: https://www.parallelwealth.com/planning In this video Chris Richard from BCV Asset Management joins me to discuss some of the key advantages of a separately managed investment account. 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 savings plan on track. You can learn more about our services at" [YouTube Link](https://youtube.com/watch?v=1-ZAK7P_u7w) 2021-07-22T21:00Z 123K followers, [----] engagements "5 RRSP Tips & Tricks In [--] Minutes [--] tips and tricks that you need to know about RRSPs: [--]. For [----] tax season the RRSP deadline is March [--] [----]. Any RRSP contribution that you want to make to use for your [----] taxes must be contributed prior to March 1st of this year. [--]. Your RRSP contribution limit every year is 18% of your earned income. There is however a maximum. In [----] the maximum was $27230; if 18% of your earned income is higher than $27230 you will be capped at the maximum. Your contribution limit also includes carryover from previous years.you can find if you have any additional" [YouTube Link](https://youtube.com/watch?v=1SId74feBz4) 2021-01-15T19:00Z 135K followers, 10.8K engagements "How To Plan For Large Expenses In Retirement Learn more about our services at https://www.parallelwealth.com/planning Whether its a dream vacation a new car or an unexpected emergency how should you plan and save for large expenses in retirement In this video I walk through the two best strategies to help you do just that so you can cover any large expense without derailing your retirement 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" [YouTube Link](https://youtube.com/watch?v=1SiE1TxXIbw) 2025-06-27T17:02Z 139K followers, [----] engagements "DON'T DO THIS When You Hit Retirement When you hit retirement do not start your Old Age Security right away. Your payment will be based on your last 1-2 years so if those include the last of your working years you will likely have OAS Clawback. [--] 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: https://amzn.to/3qiFf6m Financial Masterclass for" [YouTube Link](https://youtube.com/watch?v=1TY0ikz8vOQ) 2021-12-22T22:00Z 135K followers, [----] engagements "Should You Start CPP Now Or Wait Until [----] ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Fred Vettese's article: https://www.theglobeandmail.com/investing/personal-finance/retirement/article-should-you-wait-until-january-to-start-your-cpp-pension-the-anwer-is/#::text=Wage%20inflation%20normally%20differs%20from%20price%20inflation.&text=In%20some%20years%2C%20like%20inis%20about%204%20per%20cent. ➡CPP at [--] vs. [--] vs. [--] comparison: https://youtu.be/fis1N3cFAlk CPP is a well talked about benefit and there's always a debate on when you should start the pension. In" [YouTube Link](https://youtube.com/watch?v=1x_WAxodgkA) 2024-10-25T18:02Z 146K followers, 22.7K engagements "How To Navigate Different Retirement Income Streams ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡https://www.cppcalculator.com/ ➡https://www.parallelwealth.com/lira When you retire you are likely going from one income stream to multiple income streams. This could be CPP OAS a pension plan your TFSA RRSP or a number of different streams. The issue with having a large number of income streams is that they don't all work together In this video we'll go through the main four so that you can have a better understanding of how they need to work together in your retirement" [YouTube Link](https://youtube.com/watch?v=20-EeGoUEO8) 2023-10-16T19:43Z 92.6K followers, 10.5K engagements "7 Retirement Killers You Must Avoid 📈 Discover how Steadyhand can help you reach your retirement goals: https://hs.steadyhand.com/gettoknowsteadyhand In this video well uncover [--] retirement killers that can not only setback your finances but also prevent you from enjoying a fun and fulfilling retirement. ➡ Learn more about our services at https://www.parallelwealth.com/planning ➡ Build a market-proof retirement income plan: https://youtu.be/gxkR5vHWeXIsi=8LUzFFrTPikGOeXZ ➡ Article on the Harvard study:" [YouTube Link](https://youtube.com/watch?v=22JRfbI7Jkc) 2025-01-20T18:03Z 131K followers, 25.4K engagements "If You Fear Running Out Of Money In Retirement Watch This ➡Our financial planning services: https://www.parallelwealth.com/planning ➡CPP survey: https://www.cppinvestments.com/wp-content/uploads/2024/10/Backgrounder_Retirement-Survey_CPPIB_Oct30_2024_EN.pdf ➡CPP survey summary: https://www.cppinvestments.com/for-canadian/nearly-2-in-3-canadians-worry-about-retirement-savings-survey/ In this video I'll go through a recent survey from CPP Investments that details that the majority of Canadians fear running out of money. I'll discuss why this may be the case and also give some actionable tips to" [YouTube Link](https://youtube.com/watch?v=23uaZ7jlF6E) 2024-11-18T19:02Z 123K followers, 13.4K engagements "Don't Make This Life Expectancy Mistake A lot of retirees underestimate their life expectancy which can be a costly mistake. *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" [YouTube Link](https://youtube.com/watch?v=2En96_wb1z4) 2025-04-02T17:02Z 135K followers, [----] engagements "6 Harsh Retirement Lessons From People In Their 80s and 90s 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 Income for" [YouTube Link](https://youtube.com/watch?v=2oY_NsItEl0) 2025-06-06T17:02Z 137K followers, 17.4K engagements "My Thoughts On The CPP Death Benefit Increase. ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Article: https://www.advisor.ca/tax/estate-planning/cpp-death-benefit-ripe-for-broader-reform/utm_source=ADVR_NL&utm_medium=email&utm_campaign=AM_Bulletin&hash=8464C9005034B6R&oly_enc_id=8464C9005034B6R In this video we'll discuss the changes to the CPP death benefit that will come with the implementation of Bill C-69. 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" [YouTube Link](https://youtube.com/watch?v=37JmO6KAuEw) 2024-08-23T18:02Z 117K followers, 13.7K engagements "Taking CPP At [--] And Investing It - Is This A Good Strategy ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll go through an idea a subscriber had about taking your CPP early and investing 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 For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:" [YouTube Link](https://youtube.com/watch?v=4ItU5x6TfZ4) 2023-10-13T18:02Z 147K followers, 19.9K engagements "8 Hidden Challenges Every Investor Should Know ➡Sign up for moomoo today to receive generous signup bonuses and free access to our masterclass: https://start.moomoo.com/01Ek7n DIY investing offers you control over your investments and often much lower fees. However if you're not properly prepared you could end up making some costly mistakes. So in this video we'll go through [--] challenges you need to prepare for so that you can succeed as a DIY investor. 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" [YouTube Link](https://youtube.com/watch?v=4KcGYXyVd4Y) 2024-12-06T19:02Z 124K followers, [----] engagements "Every Retiree Needs To Know This Number *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](https://youtube.com/watch?v=5E7r616tDdk) 2025-09-24T17:02Z 146K followers, [----] engagements "5 Things To Do [--] Years Before You Retire 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 Income for Life: Getting More" [YouTube Link](https://youtube.com/watch?v=5RioiHAHKlU) 2025-04-21T17:02Z 135K followers, 11.6K engagements "3 Retirement Goals You MUST Set Before Retirement Learn more about our services: https://www.parallelwealth.com/planning It's extremely important to have a retirement plan PRIOR to entering retirement. The last thing you want to do is waste time worrying about your plan while you're actually in retirement. Create a plan set some goals and you'll be able to enjoy your retirement how it's meant to be. 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](https://youtube.com/watch?v=5VKi5P0MkEo) 2021-09-27T21:00Z 148K followers, 14.3K engagements "This Will Simplify Your 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](https://youtube.com/watch?v=5Yz9veuYXjk) 2025-08-27T17:02Z 142K followers, [----] engagements "You Should Ask For A Raise (Employers Should Give You One) Inflation is at an all-time high so if you haven't gotten a raise in the last [--] months you should ask for one. If you are an employer you should do your best to take care of your employees and ensure that your employees' buying power doesn't get depleted due to inflation. [--] 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](https://youtube.com/watch?v=5xqHYyBngSs) 2022-01-24T22:00Z 145K followers, [----] engagements "Sell Your Car And Use Uber In Retirement For some of you who are retired it may make sense to sell one of your cars and use uber to save money. 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: Getting More without Saving More (Second Edition):" [YouTube Link](https://youtube.com/watch?v=6Ghvpffr7Sg) 2023-12-24T19:02Z 92.6K followers, [----] engagements "What Will You Retire To When you retire you should be retiring to something not from something. This could be a new hobby vocation anything that you are passionate about 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: Getting More without Saving More" [YouTube Link](https://youtube.com/watch?v=7-yAoWhaMW4) 2024-02-07T19:02Z [--] followers, [----] engagements "Take Care Of This Before You Retire *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](https://youtube.com/watch?v=78hY9k8gBJ0) 2025-05-14T17:02Z 136K followers, [----] engagements "5 Ways To Save For Retirement That Every Canadian Should Know ➡Our financial planning services: https://www.parallelwealth.com/planning ➡RRSP contribution room explained: https://youtu.be/6kuxIbTOviM ➡What happens to RRSP when you retire: https://youtu.be/_f4ybqisyl4 In this video we'll go through [--] ways you can save for 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" [YouTube Link](https://youtube.com/watch?v=7Ad7e8jhMlI) 2024-10-18T18:02Z 146K followers, 18.4K engagements "Should You Withdraw From Your RRSP Before You Retire Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook Full series playlist: https://www.youtube.com/playlistlist=PLGyu3db0g-Drea15bAXJV2sCe9Q6fVMUl Home Buyers' Plan Explained: https://youtu.be/9xZ05qKkZN0 RRSP Withdrawals Explained (lifelong learning plan): https://studio.youtube.com/video/vIKq8Htnytc/edit When looking into whether or not you should pull money out of your RRSP before you retire you should look at your tax rate. It might make sense for you if you are in a lower tax bracket to begin withdrawing money" [YouTube Link](https://youtube.com/watch?v=7gUnw3HiWyU) 2021-04-22T16:11Z 146K followers, 25K engagements "Federal Budget 2024: Canada To Increase Capital Gains Tax Expand CPP Benefits (and more) In this video we'll go through the [----] Federal Budget and the changes that all Canadians need to know. ➡Federal Budget 2024: https://budget.canada.ca/2024/report-rapport/toc-tdm-en.html ➡Ben Felix's video: https://youtu.be/QyCQGuXdmcssi=mbaqQPTeDwnlKX9j ➡PWL Capital calculator: https://research-tools.pwlcapital.com/research/realize-gain ➡Our financial planning services: https://www.parallelwealth.com/planning If you have any further questions about this video's topic or any financial planning questions" [YouTube Link](https://youtube.com/watch?v=80D6ABEma4E) 2024-04-26T18:02Z 118K followers, 43.5K engagements "ETFs Explained In [--] Minutes Thank you to Harvest ETFs for sponsoring this video DISCLAIMER: This presentation is for informational purposes only and should not be considered financial investment tax or estate planning advice. All investments carry risk and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes. The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement tax" [YouTube Link](https://youtube.com/watch?v=87UVLyyDmP8) 2025-03-01T18:02Z 133K followers, [----] engagements "The Outdated CPP Death Benefit Is Hurting Canadians Heres A Solution ➡ Learn more about our services at https://www.parallelwealth.com/planning The CPP death benefit is currently a flat $2500 (with some contributors eligible for an additional $2500 top-up) and this amount hasnt changed since [----]. In this video well discuss the challenges of having such a small death benefit and then go over a potential solution that could help Canadians make a better decision around when to start CPP. ➡ Advisor.ca article:" [YouTube Link](https://youtube.com/watch?v=8FPIFR1iSjE) 2025-01-24T18:02Z 130K followers, 20K engagements "Don't Forget To Do This Before You Retire ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel" [YouTube Link](https://youtube.com/watch?v=8RSIAs8Relg) 2024-11-06T19:02Z 122K followers, [----] engagements "10 Retirement Planning Tips You Must Ignore ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Fee For Service Planning: https://www.parallelwealth.com/planning There is a lot of bad advice surrounding retirement so here are [--] retirement planning tips that you should probably ignore. 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" [YouTube Link](https://youtube.com/watch?v=96AWo5jP-p8) 2023-05-30T18:02Z 122K followers, 15.4K engagements "If You're Supporting Both Your Parents And Kids Watch This ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Canada caregiver 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/canada-caregiver-amount.html The 'sandwich generation' is stressed out both emotionally and financially. In this video I want to give some tips that can help you handle caring for both your aging parents and children so that you can alleviate some of that stress. If you have any" [YouTube Link](https://youtube.com/watch?v=96DdE7e_xEY) 2024-10-21T18:02Z 146K followers, [----] engagements "This Trap Could Cost You Hundreds of Thousands 📈 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 In this video we'll discuss an investment trap we are seeing a lot come through our office. 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](https://youtube.com/watch?v=98X_WFUCm1M) 2025-02-28T18:02Z 133K followers, 11.2K engagements "Was I Wrong About The RRSP Meltdown ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡Globe and Mail Article: https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-why-early-rrif-withdrawals-dont-work-for-most-retirees/ ➡FP Canada Report: http://www.fpcanadaresearchfoundation.ca/media/kr4frrvr/fpcanada-dc-en-retirement-drawdown-choices-paper.pdf In this video we'll go through a recent Globe and Mail article and discuss how the findings may impact your retirement. If you have any questions about this video's topic or retirement planning in general visit" [YouTube Link](https://youtube.com/watch?v=9ccwFTAXF2k) 2023-06-19T18:02Z 137K followers, 51K engagements "Five Warren Buffett Quotes To Guide Your Investing Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook Warren Buffett is one of the greatest investors of all-time and he is someone that you can look to for investment strategy. The biggest takeaway from Buffett is that you shouldn't be investing for the short term if you want to see your investments succeed. Sure there will be times when people strike it rich from a quick rise in a company or crytpocurrency but do not get drawn into that mindset. If you truly want to create a steady financial plan around your" [YouTube Link](https://youtube.com/watch?v=9dxTYza-8So) 2021-05-10T21:00Z 121K followers, [----] engagements "The Home Buyers' Plan.Here's Everything You Need To Know Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook Email us at Info@Parallelwealth.com to get a $200 off code for our Financial Masterclass The home buyers' plan can be extremely valuable for you if you are looking into building or buying a home. If you or your spouse/common law partner have not owned a home in the past [--] years and the money invested in your RRSP has been there for at least [--] days you will qualify for the home buyers' plan. This allows you to take up to $35000 out of your RRSP to fund either" [YouTube Link](https://youtube.com/watch?v=9xZ05qKkZN0) 2021-04-16T18:00Z 143K followers, 14.3K engagements "Should You Stop Contributing To Your RRSP Before Retirement Learn more about our services: https://www.parallelwealth.com/planning I get asked a lot from our clients of whether or not you should stop using your RRSP prior to retirement. We'll go through [--] points in this video: marginal vs. average tax rate how your income level effects the situation and can you have an RRSP that's too big It's always going to go back to your tax rates so it's important to have a plan in place that levels out your average tax rate in retirement If you have any questions about this video's topic or retirement" [YouTube Link](https://youtube.com/watch?v=AGgJjGlv3hc) 2022-02-08T22:00Z 148K followers, 46.7K engagements "Everything Your Retirement Plan Needs In [--] Minutes ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll go through everything your retirement plan should include. 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](https://youtube.com/watch?v=AQTprnn77IE) 2024-07-01T18:02Z 135K followers, 33K engagements "3 Tips To Boost Your Savings ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel Wealth" [YouTube Link](https://youtube.com/watch?v=ASZHfGfF6Cg) 2024-10-23T18:02Z 146K followers, [----] engagements "The Silent Retirement Killer That Nobody Talks About 📈 Discover how Steadyhand can help you reach your financial and retirement goals: https://hs.steadyhand.com/gettoknowsteadyhand ➡ Learn more about our fee-for-service retirement planning services at https://www.parallelwealth.com/planning ➡ Learn more about our Retirement Income Program at https://www.parallelwealth.com/investments ➡ Research from Vanguard: https://institutional.vanguard.com/content/dam/inst/iig-transformation/insights/pdf/2022/value-of-personalized-advice.pdf In this video were talking all about fees. Many of you are" [YouTube Link](https://youtube.com/watch?v=AbKO1me9_M4) 2025-02-03T18:02Z 131K followers, 14.2K engagements "Many Retirees Overlook This Part of Retirement Planning A good retirement plan takes [--] things into consideration: cashflow tax and estate planning. *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" [YouTube Link](https://youtube.com/watch?v=BMxaLgkn9Cw) 2025-03-05T18:02Z 133K followers, [----] engagements "Retiring Single You Need To Think About 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" [YouTube Link](https://youtube.com/watch?v=BN_ExA8KxwA) 2025-09-10T17:02Z 145K followers, [----] engagements "Is Your Financial Advisor Qualified Does your financial advisor have the expertise and education to provide the advice and planning you deserve *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" [YouTube Link](https://youtube.com/watch?v=BPab5w3Byp0) 2025-03-12T17:02Z 142K followers, [----] engagements "Do Not Enter Retirement Without 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](https://youtube.com/watch?v=BRcpoCYtO5Q) 2025-07-30T17:02Z 141K followers, [----] engagements "Everyone's Retirement Is Different *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](https://youtube.com/watch?v=C2p13QZi8Tg) 2025-05-21T17:02Z 137K followers, [----] engagements "How I Paid CRA $171000 Less In Taxes ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll go through how I saved a client $173000 in taxes during 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: Getting" [YouTube Link](https://youtube.com/watch?v=CHYbfW953DU) 2023-10-09T18:02Z 122K followers, 38.1K engagements "Why You Shouldn't Retire At [--] ➡Our financial planning services: https://www.parallelwealth.com/planning A lot of people have the magic age of [--] as their pre-determined retirement date. But why is that and is that actually the best time to retire In this video I'll go through why that's probably not the case and discuss [--] better reasons why you should consider 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:" [YouTube Link](https://youtube.com/watch?v=CkUJUlQLEBQ) 2024-09-02T18:02Z 140K followers, 48.6K engagements "Ive Helped Hundreds Retire: Here Are [--] Things You Must Know Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through [--] things you 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](https://youtube.com/watch?v=CvavomujVbw) 2025-07-07T17:02Z 140K followers, 22.5K engagements "Trusts Aren't Just For The Uber Rich Here's Why ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll give a complete guide on how to use trusts in an estate plan. We'll cover what trusts are the asset threshold and some first steps in setting one 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 about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:" [YouTube Link](https://youtube.com/watch?v=Cvmzld-kQ7w) 2024-05-10T18:02Z 145K followers, [----] engagements "CPP Myths TFSA Mistakes & Key Portfolio Moves Before the Next Crash Retirement Unpacked Ep. [--] In the first episode of Retirement Unpacked Adam Bornn and Brett Martinson from Parallel Wealth answer real retirement questions from Canadians. We discuss CPP survivor benefits in [----] how the cash wedge strategy can provide stable retirement income and some common mistakes people make with TFSAs. We also touch on how to approach big purchases like cars or boats in retirement what fee-based advisor models really mean and share a couple of quick RRIF and RRSP tips to help you plan with more" [YouTube Link](https://youtube.com/watch?v=D0wZdQiY3co) 2025-09-06T13:00Z 144K followers, 14.9K engagements "5 Ways To Stress Test Your Retirement Plan ➡Black Friday Masterclass Sale: https://www.parallelwealth.com/masterclass ➡Our financial planning services: https://www.parallelwealth.com/planning In this video I'll give you [--] ways to stress test your retirement plan to ensure your plan is built to last through the duration of 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" [YouTube Link](https://youtube.com/watch?v=DGInMR0q_GQ) 2024-11-25T19:02Z 135K followers, [----] engagements "Do This To Plan For ANY Market Scenario (Post Midterm Elections) Mark Beavis' "100% Probability of Recession" Video: https://youtu.be/uwGIDqJRpxU Our budgeting tool: https://www.parallelwealth.com/pl/254324 Historically after midterm elections markets have done very well. Hopefully this is a good sign to come but regardless of what direction the markets go this video we'll have you prepared for both scenarios. TFSA Contribution Limits: https://www.taxtips.ca/tfsa/tfsa-contribution-rules-and-limits.htm If you have any further questions about this video's topic or any financial planning" [YouTube Link](https://youtube.com/watch?v=DIJqHSrsyTk) 2022-11-11T22:02Z 124K followers, [----] engagements "The Truth About How Much Money You Need To Retire ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡What Makes A Good Financial Plan https://youtu.be/MAJ0KcCSPkc ➡Article: https://ca.finance.yahoo.com/news/canadians-now-expect-1-7m-110000241.html In this video we'll go through an article by the Canadian Press that says you need $1.7 million to retire in Canada. When articles like these come out they can often misguide people into thinking that they are never going to be able to retire My hope by the end of this video is you'll realize that you are probably a lot closer to" [YouTube Link](https://youtube.com/watch?v=Djw_irOhwT8) 2023-02-09T19:02Z 135K followers, 140.4K engagements "6 Retirement Tips That Most Canadians Don't Know ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡2nd Channel: https://www.youtube.com/@ParallelWealthMoneyMastery In this video we'll go through [--] Canadian retirement tips that many do not know about. 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](https://youtube.com/watch?v=E1G0Ud4P3Ps) 2023-08-14T18:02Z 137K followers, 47.8K engagements "Plan Your [--] Seasons Of Retirement When you hit retirement you should plan out what you are going to do in the year ahead. Are you going to travel in the winter to escape the cold Are you going to golf in the summer Plan these things ahead of time so that you can keep yourself busy [--] 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](https://youtube.com/watch?v=E4jpQ9sX-D4) 2021-12-30T22:00Z 135K followers, [----] engagements "CPP Survivor Benefits Explained Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook Our full series on CPP: https://youtube.com/playlistlist=PLGyu3db0g-Dqn0M6Y-5kuEh8QW1gHit2O If you have lost a loved one recently we send our condolences. Thinking about applying for some of these CPP survivor benefits is probably one of the last things on your mind so we hope you have someone close to you that can support you through this process and help you apply for these benefits while you can properly grieve. If you have any questions about this video's topic or retirement" [YouTube Link](https://youtube.com/watch?v=EFkpyoUb0JM) 2021-06-14T21:00Z 140K followers, 26.7K engagements "What Is A Perfect Credit Score #shorts Credit score videos: https://www.youtube.com/playlistlist=PLGyu3db0g-Dq4ms1XYsM6ioEe0hGR0rbH You can think of your credit score as your 'adult report card.' Your score is extremely important in your ability to take out a loan and a good score gives you the potential for a lower rate. [--] 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" [YouTube Link](https://youtube.com/watch?v=FBn5LtzSc10) 2022-03-07T22:00Z 145K followers, [----] engagements "CPP Disability Benefit Explained Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook CPP Survivor Benefits Explained: https://youtu.be/EFkpyoUb0JM There are two types of CPP disability benefits that will be discussed in this video: 1) CPP Disability Benefit: If you are under [--] and NOT collecting CPP you will qualify for this benefit 2) CPP Post-Retirement Disability Benefit: If you are [--] to [--] and have been collecting CPP for more than [--] months or you become disabled after you start collecting CPP you will qualify for this benefit Find out additional information" [YouTube Link](https://youtube.com/watch?v=FCmLTV1GlOk) 2021-06-16T21:00Z 140K followers, 23K engagements "Beware Of RRSP Tax Implications When Retiring Abroad There are many people retiring abroad these days so it's important to understand how your RRSP will treated as a non-resident particularly pertaining to how it's treated upon death. As a resident there is no tax withheld upon death but that isn't the case if you retire abroad and become a non-resident. 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](https://youtube.com/watch?v=FD1IwtJvQPI) 2022-09-06T21:02Z 135K followers, [----] engagements "What Is A Consolidation Loan And How Can It Help You Financial Tip [--] 50% off our financial masterclass https://www.parallelwealth.com/masterclass If you are having trouble handling all of your debt from a variety of sources a consolidation loan will help. You'll be able to consolidate your debt from your 5+ credit cards into one loan at a smaller rate with a payment schedule of 3-7 years. This will save you a lot of money in interest and will help get you back on track in paying off your debt for good. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies:" [YouTube Link](https://youtube.com/watch?v=FDXPSYUUd6Q) 2021-11-25T22:00Z 134K followers, 16.9K engagements "Retirement is 10% Financial 90% Psychological *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" [YouTube Link](https://youtube.com/watch?v=FYtVyc7vBJ0) 2025-07-09T17:02Z 140K followers, [----] engagements "Retiring Without A Pension Here's How To Generate Income Thank you to Harvest ETFs for sponsoring today's video Check out their products and services below. Harvest ETFs Retirement Planning: https://bit.ly/3EDiSQp Join Harvest ETFs & Stay Informed: https://bit.ly/3T0Sapi Visit Harvest ETFs Website: https://bit.ly/3S0oSWw Social follow links FB: https://www.facebook.com/HarvestETFs LI: https://ca.linkedin.com/company/harvest-portfolios-group TW: https://twitter.com/harvestetfs YT: https://www.youtube.com/channel/UC5K0nCkwsv5mXNM5jN16jWg Spotify:" [YouTube Link](https://youtube.com/watch?v=GCMtBW8Ss7Y) 2023-10-16T18:02Z 121K followers, 13.2K engagements "8 Uncomfortable Things Couples Must Know In Retirement ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Our video on CPP Survivor Benefits: https://youtu.be/yC4o5vSYImEsi=DZR08b_SWV-OEysm In this video we'll discuss an uncomfortable topic but an important one: what happens if you lose your spouse/partner 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" [YouTube Link](https://youtube.com/watch?v=GIp7_2PFcT4) 2024-07-22T18:02Z 122K followers, 19.7K engagements "Are You Underestimating How Long You're Going To Live Head over to the @TheWealthyBarber for our full conversation *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" [YouTube Link](https://youtube.com/watch?v=Gm3zOtI95Gc) 2025-07-02T17:02Z 139K followers, [----] engagements "We're [--] With $250000 Can We Retire Learn more about our services at https://www.parallelwealth.com/planning A lot of Canadians think you need $1 million or more to retire but is that truly the case In this video we'll walk through a case study of a [--] year old couple with $250000 saved and how with some strategic planning we were able to help them retire comfortably. 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](https://youtube.com/watch?v=Grclbv0YGAM) 2025-06-09T17:02Z 137K followers, 16.3K engagements "The Truth Behind CPP Is CPP A Good Investment Thank you to Passiv for sponsoring today's video Join here for FREE: https://bit.ly/PWFGPassiv ➡Our New Channel /@parallelwealthmo. ➡Fee For Service Planning: https://www.parallelwealth.com/planning 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" [YouTube Link](https://youtube.com/watch?v=GzbAq7AX-Yg) 2023-06-30T18:02Z 92.8K followers, [----] engagements "5 Things You Must Do As You Near Retirement ➡Our financial planning services: https://www.parallelwealth.com/planning In depth videos on topics discussed in this video: ➡8 TFSA Mistakes To Avoid: https://youtu.be/px-zTSX48w8si=DJl8RLBtpAkf0_9o ➡CPP Sharing: https://www.youtube.com/watchv=LgU3vFDwN-s&ab_channel=ParallelWealth ➡Digital Assets: https://www.youtube.com/watchv=xA6COM2NWxY&t=88s&ab_channel=ParallelWealth In this video we'll go through [--] things you must do or consider as you lead up to retirement. If you have any further questions about this video's topic or any financial planning" [YouTube Link](https://youtube.com/watch?v=IB4_ZpEJBEc) 2024-07-29T18:02Z 122K followers, [--] engagements "DO NOT Derail Your Retirement Because Of Market Uncertainty Learn more about our services: https://www.parallelwealth.com/planning The markets are volatile right now with everything going on in the world right now but now is not the time to panic. Unfortunately for many of you you did exactly that in [----] so let's not repeat that mistake. The one takeaway from this video you need is to trust your plan. What kind of cash flow do you need in the short term Answer that question and leave the rest of your money untouched.you'll thank me in 5-10 years time. If you have any questions about this" [YouTube Link](https://youtube.com/watch?v=IJDuhpUf4a0) 2022-03-09T22:00Z 143K followers, [----] engagements "7 Retirement Money Mistakes You Must Avoid Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] money mistakes retirees often come to regret. 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](https://youtube.com/watch?v=IZYKWp6CbxQ) 2025-03-24T17:02Z 135K followers, 16.2K engagements "Want To Retire One Day Don't Do This With Your RRSP If you want to retire on time do not withdraw from your RRSP until you actually hit retirement. It's a savings plan for retirement not for family vacations 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" [YouTube Link](https://youtube.com/watch?v=IbXlicuDti4) 2023-12-20T19:02Z 146K followers, [----] engagements "6 Expenses That Are Keeping You From 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 Income for Life:" [YouTube Link](https://youtube.com/watch?v=IfcyGDuFCdQ) 2025-04-18T17:02Z 136K followers, 20.6K engagements "3 Expenses To Cut In Retirement That Will Save You Thousands ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll go through [--] expenses that you've incurred throughout your life that you might be able to cut 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" [YouTube Link](https://youtube.com/watch?v=Im03x87dKz4) 2024-09-13T18:02Z 121K followers, 30.8K engagements "Why Every Canadian Needs a Retirement Plan (With Dave Chilton) Learn more about our services at https://www.parallelwealth.com/planning This video is a segment from my conversation on @TheWealthyBarber podcast. You can watch the full episode at the link below Full episode: https://youtu.be/yeHzJJc--M0si=tswhX3tES78QgsWr 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](https://youtube.com/watch?v=IpC9p7FF3P4) 2025-07-04T17:02Z 139K followers, [----] engagements "Don't Make This Investing Mistake In Retirement ➡Black Friday Masterclass Sale: https://www.parallelwealth.com/masterclass 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN" [YouTube Link](https://youtube.com/watch?v=IyflkZyzFr8) 2024-12-04T19:02Z 124K followers, [----] engagements "The Biggest Tax Mistake You'll Make In The First [--] Years Of Retirement Learn more about our services at https://www.parallelwealth.com/planning Paying little or no tax early in retirement sounds like a dream but its actually one of the biggest tax mistakes you can make. So in this video Ill show how planning like this can create a massive tax issue later in life and what you can do 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 For Service" [YouTube Link](https://youtube.com/watch?v=J1h861S2g3Q) 2025-09-04T17:02Z 144K followers, 12.5K engagements "Have The Uncomfortable Conversations 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](https://youtube.com/watch?v=JEEIeKmgfBA) 2025-07-16T17:02Z 140K followers, [----] engagements "Differences Between RRSPs & TFSAs That You NEED TO KNOW - https://youngandthrifty.ca/tfsa-vs-rrsp/ - https://www.taxtips.ca/ Learn more about our services: https://www.parallelwealth.com/planning There are some differences between RRSPs and TFSAs that you should know that will allow you to use each account as efficiently as possible. The worst possible decision is to use neither so make sure you get a basic understanding of both so you can starting working towards your retirement funds If you have any questions about this video's topic or retirement planning in general visit" [YouTube Link](https://youtube.com/watch?v=Jcs5YHLHOlg) 2021-12-07T22:00Z 146K followers, 18.1K engagements "Should You Base Your RRIF Minimum Off Of Your Spouse Learn more about the @NeoFinancial Cashback Mastercard here: https://join.neo.cc/parallelwealth. Get a $25 credit + receive 15% cashback on your first purchase with this link #NeoFinancial #MeetNeo #sponsored ➡Financial Plan Giveaway: https://www.parallelwealth.com/giveaway2022 ➡RRIF Minimum Table: https://mdm.ca/investing/investment-accounts/rrif/rrif-annual-withdrawals ➡Tax Tips Website: https://www.taxtips.ca/ Deciding to base your RRIF minimum payment on your spouse or common law partner may seem like it's a big retirement decision but" [YouTube Link](https://youtube.com/watch?v=KQYWfu3-OGY) 2022-12-09T19:02Z 134K followers, [----] engagements "URGENT: Important [----] Tax Changes In Canada (RRSP TFSA CPP FHSA & More) ➡2024 Tax Numbers: https://www.parallelwealth.com/taxnumbers In this video we'll go through all of the major tax changes in Canada for [----] including RRSP and TFSA contribution room max CPP contributions the new FHSA OAS clawback and 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](https://youtube.com/watch?v=KRKM86YMzb8) 2023-12-01T19:02Z 131K followers, 168.8K engagements "Where Should You Withdraw From First In Retirement Learn more about our services at https://www.parallelwealth.com/planning How you decide to withdraw your accounts in retirement can have a big impact on how much tax you pay. In this video we'll go through a high level scenario to discuss things you should be thinking about when drawing down your accounts. 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](https://youtube.com/watch?v=LP0RrcuIYAg) 2025-03-21T17:02Z 136K followers, 43.2K engagements "Exciting News: Our Podcast Launches On September 6th *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](https://youtube.com/watch?v=LUQYLsJ2Vcg) 2025-09-03T17:02Z 147K followers, [----] engagements "CPP Sharing Explained: Does It Make Sense For You In this video I'll go through how CPP Sharing works and if it's something that you should look into when you retire. ➡BOGO Financial Masterclass deal: https://www.parallelwealth.com/masterclass ➡Income splitting video 1: https://youtu.be/r3NpvBH6Pnssi=bg88I49jQvqRz561 ➡Income splitting video 2: https://youtu.be/y4guVRVl8GUsi=O43CMNvkE5gvbhvZ ➡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" [YouTube Link](https://youtube.com/watch?v=LgU3vFDwN-s) 2024-03-08T19:02Z 140K followers, 15.6K engagements "The Retirement Honeymoon Phase Doesn't Last Forever Many retirees feel lost in the early stages of retirement which is why having a plan is so important. Dont just retire from workretire to something that gives you purpose and fulfillment. *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" [YouTube Link](https://youtube.com/watch?v=LtHeYDa3OiA) 2025-02-12T18:02Z 141K followers, [----] engagements "Most Retirees Are Shocked To Learn How Little They Actually Need Learn more about our services at https://www.parallelwealth.com/planning Most people think you need a big intimidating number to retire comfortably. But in reality chasing a number like this can end up being the biggest retirement mistake you'll ever make. In this video we'll go through why so many people fall into this trap and how you may be able to retire far earlier and with far less than you think. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or" [YouTube Link](https://youtube.com/watch?v=M0xsnnF1VS4) 2025-09-29T17:02Z 147K followers, 22.1K engagements "A Cautionary Client Story It's important to enjoy life today but make sure you're also thinking about future you *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" [YouTube Link](https://youtube.com/watch?v=M16vTMGfZlM) 2025-04-30T17:02Z 136K followers, [----] engagements "Can I Retire As A Single [--] Year Old With $125000 ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll discuss two scenarios of a single [--] year old looking to retire. The first scenario is a person with $125000 and the second scenario is a person with $250000. How much retirement income will you be able to draw in each scenario We'll go through that 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" [YouTube Link](https://youtube.com/watch?v=MEBjIFg08lM) 2024-06-17T18:02Z 133K followers, 42.9K engagements "Retiring Without A TFSA Is A Huge Mistake. Here's Why ➡Our financial planning services: https://www.parallelwealth.com/planning In this video I'll go through the importance of having a 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](https://youtube.com/watch?v=MUnr4PWeBgY) 2024-09-20T18:02Z 142K followers, 36.5K engagements "5 Critical Moves Every Successful Retiree Makes In The First [--] Years Learn more about our services at https://www.parallelwealth.com/planning In this video I have on Michael from our team and we discuss [--] things successful retirees do in their first few years 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:" [YouTube Link](https://youtube.com/watch?v=NGxBnKhPHCs) 2025-07-14T17:02Z 140K followers, 10.1K engagements "The Retirement Withdrawal Mistake Most Canadians Make ➡Our financial planning services: https://www.parallelwealth.com/planning ➡RRSP Meltdown: https://youtu.be/vyo1j8ek89c In this video we'll go through [--] reasons why withdrawing the minimum amount from your RRIF in retirement is probably a bad idea. 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](https://youtube.com/watch?v=NXsLHLDYwsg) 2024-08-05T18:02Z 136K followers, 45.4K engagements "Don't Save In Your TFSA The Tax-Free Savings Account (TFSA) should really be called the Tax-Free Investing 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" [YouTube Link](https://youtube.com/watch?v=NaVZiLVOgTw) 2025-02-05T18:02Z 147K followers, [----] engagements "You (Probably) Need Less Than You Think To Retire *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](https://youtube.com/watch?v=NkwLNhNHA38) 2025-10-01T17:11Z 147K followers, [----] engagements "8 Common Traps That Could Ruin Your Retirement ➡Sign up for moomoo today to receive generous signup bonuses and free access to our masterclass: https://start.moomoo.com/01Ek7n In this video we'll go through [--] common retirement traps that could cost you a lot of money. 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](https://youtube.com/watch?v=O01OM3r3j4U) 2024-11-29T19:02Z 124K followers, 22.9K engagements "5 Critical Moves Every Retiree Must Make In [----] Learn more about our services at https://www.parallelwealth.com/planning Theres a lot of uncertainty right now with the U.S. tariffs and how they might affect the market and a lot of retirees are feeling stressed and worried. So in this video I want to walk through a few things that every retiree should be doing to navigate times like this to reduce stress and live a more enjoyable 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" [YouTube Link](https://youtube.com/watch?v=OxrpGLCX9PY) 2025-05-02T17:02Z 136K followers, 22.8K engagements "A Complete Canadian Retirement Income Guide ➡Our financial planning services: https://www.parallelwealth.com/planning In this video I'll go through how to actually turn your savings into a retirement income. We'll go through the main income sources in Canada including RRIFs LIFs TFSAs CPP OAS and more. Resources: ➡RRSP to RRIF article from Wealthsimple: https://www.wealthsimple.com/en-ca/learn/converting-rrsp-to-rrif#when_to_convert_a_rrsp_to_rrif ➡Our LIRA webpage: https://www.parallelwealth.com/lira ➡CPP application info:" [YouTube Link](https://youtube.com/watch?v=QAkCCKNABwI) 2024-10-01T18:02Z 135K followers, 60.4K engagements "All Tax Efficient Retirement Plans Have This. ➡More about our Financial Planning Services at https://www.parallelwealth.com/planning ➡Full Video: https://youtu.be/jIpOfUxnKI8 If you want to build an tax efficient retirement plan the best way to do that is to level your average tax rate as much as possible. You don't want to have one year with a 30% tax rate and the following year at 5%. Ideally you keep your average tax rate within 2% or 3% 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" [YouTube Link](https://youtube.com/watch?v=QBAyvKRTyfw) 2023-01-25T19:02Z 145K followers, [----] engagements "5 Uncomfortable Retirement Truths You Need To Hear ➡Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] uncomfortable truths about retirement that everyone should 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: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:" [YouTube Link](https://youtube.com/watch?v=QR9abPB-YT8) 2025-02-10T18:02Z 137K followers, 38.6K engagements "4 Common Retirement Mistakes Canadians Must Avoid Learn more about our services at https://www.parallelwealth.com/planning In this video we'll have a few members of our team on to discuss [--] common retirement mistakes we've seen over the years. 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](https://youtube.com/watch?v=QVeKO5TPwHA) 2025-06-23T17:02Z 143K followers, 14.1K engagements "Stop Using The 4% Rule The 4% rule is a common withdrawal strategy for retirees but it can lead to some big issues that you'll want to avoid 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" [YouTube Link](https://youtube.com/watch?v=R7ePRVU3R2M) 2025-04-09T17:02Z 135K followers, [----] engagements "If Youre 50+ With Nothing Saved For Retirement Watch This ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Our budget guide: https://www.parallelwealth.com/budgetguide If you're over [--] with nothing saved for retirement it can be a pretty hopeless feeling. But I want you to know that there is still hope In this video I'll give you a step-by-step guide on how you can get your retirement savings back on track so that you can one day live an enjoyable retirement. If you have any further questions about this video's topic or any financial planning questions in general I" [YouTube Link](https://youtube.com/watch?v=RFLMXxSYvdM) 2024-10-07T18:02Z 125K followers, 21.1K engagements "Want Less Money In Retirement Make These [--] Mistakes ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡Helpful Canadian Taxation Website: https://www.taxtips.ca/ ➡LIRA Website: https://www.parallelwealth.com/lira If you want to maximize your income and minimize tax in retirement do not make these [--] mistakes 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](https://youtube.com/watch?v=RX2Ne9Fihew) 2023-02-03T19:02Z 148K followers, 23.3K engagements "The Ultimate Canadian Investment Guide For [----] ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡BCV Asset Management: https://bcvassetmanagement.com/ ➡Taxtips website: https://www.taxtips.ca/ In this video we'll go through the best ways to invest in Canada in [----]. We'll look at specific accounts you should be using as well as investment types that you may want to include in your portfolio. We'll also have on Chris Richard from BCV asset management to discuss alternative assets which is becoming more accessible to the common investor. If you have any questions about this" [YouTube Link](https://youtube.com/watch?v=RtpIqKJvizk) 2023-01-09T19:02Z 139K followers, 114.1K engagements "Potential Tax Changes YOU NEED To Know About (Capital Gains First Home Savings Account) As Parliament returns there are some key tax changes that may arise. On a smaller scale if you are a high income earner you may see a tax rate increase but the big one could be the potential changes to how capital gains are taxed. There's also a new tax-free account that could be on the way that will help under [--] year-olds save for their first home. Make sure you know these so you can properly prepare If you have any questions about this video's topic or retirement planning in general visit" [YouTube Link](https://youtube.com/watch?v=S3TmkRuZMRc) 2021-11-26T22:00Z 135K followers, 15.1K engagements "Stock Market Crashes In Retirement: How To Protect Your Money Learn more about our services at https://www.parallelwealth.com/planning In this video well look into how retirees can protect their money using a cash wedge strategy which will help mitigate market risk and ensure a steady cash flow throughout retirement. Well also be joined by Chris Richard a portfolio manager at BCV Asset Management who we partner with to help implement the plans we create for our clients. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/" [YouTube Link](https://youtube.com/watch?v=SQeNeo08nKA) 2025-03-03T18:02Z 136K followers, 64.7K engagements "Should You Be Debt-Free Before You Retire ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel" [YouTube Link](https://youtube.com/watch?v=SW4dJmVE7vg) 2024-07-31T18:02Z 141K followers, [----] engagements "3 Steps For A Successful Retirement ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Full interview: https://youtu.be/F6nHgebHQfM Dr. Riley Moynes shares some practical steps for a successful 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:" [YouTube Link](https://youtube.com/watch?v=SgpAIpVgy-w) 2024-06-26T18:02Z 134K followers, [----] engagements "20 Reasons Why You Should Retire Today ➡Fee For Service Planning: https://www.parallelwealth.com/planning Everyone dreams of retirement but when it comes time to actually pull the pin it can be a little frightening. If you're currently on the fence of retirement we'll go through [--] reasons in this video why you should retire today to see if it makes sense for you. 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" [YouTube Link](https://youtube.com/watch?v=Ssjhm5hmqfo) 2023-10-30T18:02Z 122K followers, 51.4K engagements "Every Retiree Can Cut This Expense If They Choose To ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN" [YouTube Link](https://youtube.com/watch?v=T13LRk6cpTw) 2024-09-25T18:02Z 121K followers, 17.1K engagements "Why Retirees Need a Social Life *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](https://youtube.com/watch?v=TMfhC98AV9o) 2025-06-11T17:02Z 147K followers, [----] engagements "Most Canadians Make This Investing Mistake. ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡2nd Channel: https://www.youtube.com/@ParallelWealthMoneyMastery A recent survey came out that said 75% of Canadians are misusing their TFSA. Let's fix that. 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](https://youtube.com/watch?v=U03V1LkSHTo) 2023-09-13T18:08Z [--] followers, [----] engagements "What Happens To Your RRSP Or RRIF If You Retire Abroad Fee for service financial planning: https://www.parallelwealth.com/ffs Resources for more information: - Section 217: https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/nr5.html - Tax Treaties: https://www.canada.ca/en/department-finance/programs/tax-policy/tax-treaties.html When retiring abroad there is a lot that goes into that decision. Over the next several weeks we'll look into different topics about retiring abroad. In this video we'll go through what happens to your RRSP or RRIF account when you retire" [YouTube Link](https://youtube.com/watch?v=Ukk8lJEG9j4) 2021-09-24T21:00Z 133K followers, 23.3K engagements "Don't Make This Early Retirement Tax Mistake *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" [YouTube Link](https://youtube.com/watch?v=V6oU6se5n-0) 2025-09-17T17:02Z 145K followers, [----] engagements "8 Things That Are A Complete Waste Of Money In Retirement Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] things that can often be a waste of money in retirement. ➡ [--] strategies to save thousands in taxes: https://youtu.be/xS5fgkttdPYsi=E4yoVuMA4JdGnKDM 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](https://youtube.com/watch?v=V7F1Lhv7tlo) 2025-10-13T17:02Z 148K followers, 44.9K engagements "004 TFSA Timing Tips RRSP Drawdowns & CPP Survivor Rules Ever wondered what really happens to your CPP if you pass away early or if pulling money from your TFSA in December actually makes sense In this episode of Retirement Unpacked Adam and Brett clear up common misconceptions and walk through practical strategies you can apply right away. We dig into CPP survivor benefits and sharing rules break down RRSP myths and the timing of RRIF/LIF conversions and explain when year-end TFSA withdrawals are actually worth it. Well also touch on DIY investing risks planning fees and why a proper" [YouTube Link](https://youtube.com/watch?v=VNRIuZ-XtAU) 2025-09-27T13:01Z 146K followers, 14.2K engagements "Delaying CPP To 70: What Happens If One Spouse Dies Before Starting ➡Our financial planning services: https://www.parallelwealth.com/planning When discussing CPP timing there is always the worry about dying before even starting it. In this video I'll go through a case scenario of a [--] year old couple that plans to start their CPP at age [--] but one spouse dies at age [--]. Is the surviving spouse in a worse position since they decided to delay CPP to [--] The answer may surprise you If you have any questions about this video's topic or retirement planning in general visit" [YouTube Link](https://youtube.com/watch?v=VwRAUzR2xFM) 2024-11-01T18:02Z 148K followers, 53.8K engagements "5 Things Retirees Secretly Struggle With ➡Our financial planning services: https://www.parallelwealth.com/planning The financial piece of retirement is extremely important but what many soon-to-be retirees neglect is the psychological piece. In this video we'll go through [--] struggles many of the retirees I speak to go through that will hopefully help prepare you for what's to come. 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" [YouTube Link](https://youtube.com/watch?v=W0XWIosX1Tg) 2024-10-11T18:02Z 121K followers, 16.6K engagements "This Investing Mistake Could Cost You Thousands ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN" [YouTube Link](https://youtube.com/watch?v=W5ow5nYuy2Q) 2024-12-11T19:02Z 125K followers, [----] engagements "Financial Advisor Explains: [--] Reasons To Fire Your Advisor Learn more about our services at https://www.parallelwealth.com/planning As an independent financial planner I speak with people regularly who have been working with financial 'advisors' who are charging high fees without providing any real value. And so in this video Ill discuss [--] key things to look out for in an advisor and provide actionable steps if a change is needed. 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](https://youtube.com/watch?v=WZIBwSDdVaU) 2025-03-10T17:02Z 141K followers, 14.7K engagements "Not All Retirement Years Are Equal ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel Wealth" [YouTube Link](https://youtube.com/watch?v=WyReTeB2a1Y) 2024-09-11T18:02Z 119K followers, [----] engagements "Retire Smarter: [--] Things Retirees Wish They Knew Earlier Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] things a lot of retirees learn too late 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](https://youtube.com/watch?v=XUuQ6JA59BY) 2025-05-26T17:02Z 137K followers, 15K engagements "What The Super Bowl Teaches Us About Financial Planning Every financial plan is going to have bumps in the road. The important thing is don't let those bumps completely destroy your plan If something comes up in your financial world keep your eyes on your end goal and you'll be able to retire on time with enough money that you can enjoy. [--] 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](https://youtube.com/watch?v=XouNO4LmQcQ) 2022-02-14T22:00Z 131K followers, [----] engagements "Tax Free Savings Account For Beginners Tips to Maximize your TFSA This is your Tax Free Savings Account Masterclass. Most Canadians are confused what a TFSA is and how to maximize the account. We explain how to do this - along with contribution limits redemptions and much more. If you are looking to maximize your TFSA then this video will give you all the knowledge you need to make it happen. We show you tips and tricks on how to take full advantage of the tax free investing and growth available in the account. We have been helping our clients since [----] when the TFSA was introduced and have" [YouTube Link](https://youtube.com/watch?v=XyLCZcSWCfI) 2020-09-01T14:48Z 141K followers, 63.9K engagements "Spend More EARLY In Retirement Avoid These Money Mistakes Full video - [--] money mistakes to avoid in retirement: https://youtu.be/bCOrIEKyC9g One of the money mistakes we see a lot of retirees make is they don't spend enough early on in retirement. This leads to having a lot of money later on in life when you aren't really able to do as much and it will lead to a large tax bill upon death. Spend early on when you can still travel and be active [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies: https://amzn.to/308jzic Free Credit Report with Borrowell:" [YouTube Link](https://youtube.com/watch?v=YHKP_wZuv44) 2021-11-15T22:00Z 135K followers, [----] engagements "5 Critical Financial Goals To Hit Before You Turn [--] Learn more about our services at https://www.parallelwealth.com/planning Your 50s are a critical decade and so in this video we'll go through [--] financial goals you should be aiming to hit before you turn [--]. Our budget guide: https://www.parallelwealth.com/budgetguide 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](https://youtube.com/watch?v=YLq5jeYoZS0) 2025-03-17T17:02Z 134K followers, 13.7K engagements "What Is Your Retirement Bucket List Leading up to retirement it's all about saving. But have you thought about how you'll actually spend that money *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" [YouTube Link](https://youtube.com/watch?v=YN3luEE3gjk) 2025-03-19T17:04Z 134K followers, [----] engagements "The Easiest Way To Pay Yourself In Retirement ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡2nd Channel: https://www.youtube.com/@ParallelWealthMoneyMastery 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: Getting More without" [YouTube Link](https://youtube.com/watch?v=YVkKWnNrgVE) 2023-10-04T18:02Z 122K followers, 11.1K engagements "Understanding Withholding Tax And How It Works ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Fee For Service Planning: https://www.parallelwealth.com/planning Withholding tax can be a confusing process for some in retirement so in this video I'll break it down into simpler terms. It may seem that you are paying more tax than you actually owe but I assure you that is not actually the case 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](https://youtube.com/watch?v=YaJifHdiZ8k) 2023-03-24T18:02Z 145K followers, 11.7K engagements "If I Wanted To Retire In [----] Id Do This ➡Our financial planning services: https://www.parallelwealth.com/planning If you're looking to retire soon then here's a step-by-step guide that will get you ready. 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" [YouTube Link](https://youtube.com/watch?v=Z-dv--r0OQg) 2024-12-20T19:02Z 126K followers, 18.8K engagements "If You Keep Putting Off Retirement Watch This Learn more about our services at https://www.parallelwealth.com/planning Most people know they should plan for retirement but a lot of people put it off which can come with some costly consequences. In this video I'll discuss why we procrastinate planning for retirement and what 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](https://youtube.com/watch?v=Z42QHnWhaAs) 2025-09-22T17:02Z 146K followers, 10.5K engagements "5 Reasons To Retire Today 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 Income for Life: Getting More without Saving" [YouTube Link](https://youtube.com/watch?v=Zs3BMVf1zZY) 2025-03-31T17:02Z 135K followers, [----] engagements "You've Saved $250000. When Can You Realistically Retire ➡Our financial planning services: https://www.parallelwealth.com/planning How much do you need to retire It's a question that can only be answered based on individual needs but in this video we'll go through how a [--] year old couple can retire with $250000 saved. 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](https://youtube.com/watch?v=_9-8CIvphfI) 2024-06-10T18:02Z 136K followers, 63.3K engagements "This Retirement Tip Will Save You A LOT Of Hassle #shorts See all [--] tips here: https://youtu.be/QiMXT7KE54k In the years leading up to retirement make sure to start transitioning to using a personal email address for your accounts. You don't want to run into issues because some account is still attached to your work email address that you no longer use [--] 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](https://youtube.com/watch?v=_ATB46OSwyQ) 2022-02-21T22:19Z 135K followers, [----] engagements "This Tool Will 100% Lower Your Taxes In Retirement (Pension Income Tax Credit) The pension income tax credit is an easy way to save on tax in retirement. In this video we'll go through how much you can save as well as the eligible income that you are able to save on. Start incorporating this tax credit into your plan so that you can start saving Additional information: - https://www.advisor.ca/columnists_/frank-di-pietro/understanding-the-pension-income-tax-credit/ -" [YouTube Link](https://youtube.com/watch?v=_b0j5e2L8PU) 2022-08-29T21:02Z 140K followers, 23K engagements "If Your Tax Rate In Retirement Looks Like This Youre Doing Things Right Head over to the @TheWealthyBarber for our full conversation *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" [YouTube Link](https://youtube.com/watch?v=_i3_87B6DBM) 2025-07-03T17:02Z 139K followers, [----] engagements "Important [----] Tax Changes Every Canadian Should Know (CPP RRSP TFSA FHSA & More) ➡Sign up for moomoo today to receive generous signup bonuses and free access to our masterclass: https://start.moomoo.com/01Ek7j ➡2025 tax numbers summary from advisor.ca: https://www.advisor.ca/tax/tax-news/essential-tax-numbers-updated-for-2025/#::text=The%20basic%20exemption%20amount%20forup%20from%20%24376.00%20in%202024. ➡Canadian tax credits: https://www.canada.ca/en/services/taxes/child-and-family-benefits.html ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll" [YouTube Link](https://youtube.com/watch?v=_w4GoW7BiVw) 2024-12-13T19:02Z 141K followers, 65.5K engagements "The Retirement Withdrawal Strategy That Eliminates Market Risk In this video we'll go through how to plan for market corrections in retirement and how you can essentially eliminate them by properly structuring your portfolio. ➡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](https://youtube.com/watch?v=avqo8U7M7fs) 2024-03-29T18:02Z 141K followers, 101.7K engagements "5 Steps To Put Your Retirement Plan Into Action ➡Fee For Service Planning: https://www.parallelwealth.com/planning I've stressed the importance of having a retirement plan hundreds of times on this channel but what's the next step In this video I'll go through the [--] step process we use to help our clients implement their retirement plans so they can proceed smoothly. 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](https://youtube.com/watch?v=b0epdOBdIjQ) 2023-09-25T18:02Z 135K followers, 21.6K engagements "5 Retirement Myths That Will Derail Your Future ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡Parallel Wealth Budget Guide: https://www.parallelwealth.com/budgetguide There are a lot of myths out there about retirement so let's debunk [--] of them in this video. 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" [YouTube Link](https://youtube.com/watch?v=bVjGetA9LkI) 2023-06-26T18:02Z 122K followers, 11.8K engagements "Double Your Tax Benefit CRA Approved Tax Planning Strategy ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Our Services: https://www.parallelwealth.com/planning In this video we'll go through how charitable donations can help you lower your tax bill while helping others in need. 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](https://youtube.com/watch?v=cs8Ly0BKG4U) 2023-03-31T19:02Z 135K followers, 30.8K engagements "Withholding Tax Explained.What Is It & When Does It Apply Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook Full series playlist: https://www.youtube.com/playlistlist=PLGyu3db0g-Drea15bAXJV2sCe9Q6fVMUl As we learned previously in this video series when you take money out from a RRIF there is a minimum withdrawal. If you withdraw the minimum there is no withholding tax; withholding taxes only apply to withdrawals over the minimum amount. With this said you can set up withholding taxes even if you only withdraw the minimum. This is something we suggest so you do not" [YouTube Link](https://youtube.com/watch?v=d_5zJTh1FLY) 2021-04-21T16:00Z 145K followers, 20.1K engagements "Why Single Retirees Are At A Huge Tax Disadvantage ➡Our financial planning services: https://www.parallelwealth.com/planning Single retirees are at a tax disadvantage in retirement so in this video I'll explain why and give some strategies that will help you navigate this. 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](https://youtube.com/watch?v=dvyv3OV7ug8) 2024-09-09T18:02Z 119K followers, 11.9K engagements "5 Big Retirement Mistakes You Must Avoid In [----] ➡ Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] retirement mistakes that you must avoid. 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](https://youtube.com/watch?v=el-I9TDrRsY) 2025-01-10T18:02Z 142K followers, 96.9K engagements "7 Steps You Must Take Before Retirement In this video we'll go through a [--] step pre-retirement checklist that Fred Vetesse goes through in his book Retirement Income for Life. ➡Retirement Income for Life: https://amzn.to/3TTfWoP ➡Our financial masterclass: https://www.parallelwealth.com/masterclass ➡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](https://youtube.com/watch?v=emZ8_V4A-tY) 2024-04-15T18:02Z 137K followers, 44.6K engagements "THIS Is The Number [--] Retirement Derailer Full video: https://youtu.be/9YGsUg9dCek It's a cliche thing to say but you can have all the money in the world but without health you won't be able to live the retirement that you deserve. I've always said on this channel I'm working on my health today so that I can be there for my grandchildren in the future. As we head towards a new year think of some of the changes you can make to your life so you can be a healthier person in [----] and beyond. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies: https://amzn.to/308jzic" [YouTube Link](https://youtube.com/watch?v=eoqpQnGg5No) 2021-12-15T22:00Z 135K followers, [----] engagements "The Biggest Spending Regret Retirees Have In Their 80s and 90s Learn more about our services at https://www.parallelwealth.com/planning One of the biggest regrets many retirees have later in life is not spending more money in the early years of retirement. In this video well discuss a strategy we use in our retirement plans to help prevent this common mistake while also making sure youre financially secure in the later stages of life. Article referenced from Blackrock: https://www.blackrock.com/us/individual/literature/whitepaper/spending-retirement-assets-final-whitepaper.pdf If you have any" [YouTube Link](https://youtube.com/watch?v=etRaojcThsY) 2025-03-07T18:02Z 133K followers, 10.9K engagements "Retiring Single: [--] Things You Must Know Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through [--] things you should know if you're retiring single. 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](https://youtube.com/watch?v=faUqK9ieU0Q) 2025-09-08T17:02Z 144K followers, 13.7K engagements "What Rate Of Return Do You Need In Retirement Your investments must align with your retirement goals. 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel Wealth" [YouTube Link](https://youtube.com/watch?v=g4BkPfgDUFc) 2024-01-03T19:02Z 131K followers, [----] engagements "BREAKING: Bare Trust Filings Axed for [----] by CRA" [YouTube Link](https://youtube.com/watch?v=gNcRerFDFM8) 2024-03-28T19:28Z 141K followers, [----] engagements "I Saved Well But Didnt Know How To Draw It Down Heres What I Did Learn more about our services at https://www.parallelwealth.com/planning In this video we interview one of our clients Kent. Kent and his wife are [--] years old and about [--] years from retirement and in this video we discuss some of the concerns they had and how we were able to help them retire comfortably. 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](https://youtube.com/watch?v=gn3oM0kgPws) 2025-06-16T17:02Z 138K followers, 11.7K engagements "How To Create A Market-Proof Retirement Income Plan 📈 Discover how Steadyhand can help you implement your retirement plan: https://hs.steadyhand.com/gettoknowsteadyhand In this video we'll discuss the simple cash wedge withdrawal strategy that helps you mitigate market risk in retirement while also ensuring your short-term cashflow needs are always available. ➡ 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" [YouTube Link](https://youtube.com/watch?v=gxkR5vHWeXI) 2025-01-13T18:02Z 135K followers, 29.2K engagements "A Critical Mindset Shift Every Retiree Must Make *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](https://youtube.com/watch?v=gynruAnDl9E) 2025-08-06T17:02Z 141K followers, [----] engagements "You'll Probably Live Longer Than You Think ➡Black Friday Masterclass Sale: https://www.parallelwealth.com/masterclass 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel" [YouTube Link](https://youtube.com/watch?v=hI_celNVvxA) 2024-11-27T19:02Z 123K followers, [----] engagements "Have This Conversation With Your Spouse In Retirement ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN" [YouTube Link](https://youtube.com/watch?v=hNie0zEwkGU) 2024-11-20T19:02Z 123K followers, [----] engagements "6 Tax Tips Retirees Should Know Before [----] (Save Thousands) ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Pension income 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-31400-pension-income-amount.html ➡GiveWise website: https://www.givewise.ca/utm_source=google&utm_medium=search&utm_term=jackwise&gad_source=1&gclid=Cj0KCQiA88a5BhDPARIsAFj595hKKnevMGeOPpZN2WDmoIaFYxtgwbkYVBlR0fifBD4ZMHHJYeRBtZ8aAmkNEALw_wcB In this video I'll go through 6" [YouTube Link](https://youtube.com/watch?v=hUbKzda0fWQ) 2024-11-11T19:02Z 123K followers, 17.9K engagements "One of The Biggest Retirement Regrets One of the biggest regrets I hear from retirees in their 80s and 90s is that they wish they had spent and enjoyed their money earlier as it becomes much more difficult to do later in life. ** 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" [YouTube Link](https://youtube.com/watch?v=ho61HvXc7T0) 2025-01-08T18:02Z 140K followers, [----] engagements "Retiring With An Age-Gap Here's What You Need To Know ➡Our financial planning services: https://www.parallelwealth.com/planning ➡What happens if your spouse dies before starting CPP: https://youtu.be/VwRAUzR2xFM If you're retiring in an age-gap relationship there are some things you need to take into consideration as you plan for retirement. In this video we'll go through [--] of these things to help you avoid common mistakes I see with age-gap couples 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" [YouTube Link](https://youtube.com/watch?v=jReG1X7T-rE) 2024-11-08T19:02Z 122K followers, [----] engagements "How Much Money Do You Need to Retire In Canada ➡Fee For Service Planning: https://www.parallelwealth.com/planning How much do you need to retire It's an individualized question but in this video we'll go through some general guidelines (4% rule 25x rule) to help you know if you have enough to retire along with some real-life examples using our financial planning software to help 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](https://youtube.com/watch?v=k3PDCXa5Ydc) 2023-10-06T18:02Z 139K followers, 112.8K engagements "Trust Your Retirement Plan When The Market Is Down.DO NOT Panic Sell Learn more about our services: https://www.parallelwealth.com/planning Your investments are a massive part of your overall retirement plan so it's extremely important to manage them as so. You need to understand that the market is going to go up but it's also going to go down. If you focus on one small segment you are missing the full picture and it may lead you to panic sell. Trust that the market is going to rebound because it always does.you don't want to miss out on the rebound if you panic sell If you have any further" [YouTube Link](https://youtube.com/watch?v=k_Hl5ePis-U) 2021-11-30T22:00Z 122K followers, [----] engagements "Planning To Pass Down Wealth In Retirement Watch This Learn more about our services at https://www.parallelwealth.com/planning If you've saved enough for your own retirement and are thinking about passing down some of your wealth to the next generation there is a lot to consider. So in this video we'll cover what you need to be thinking about so you can pass down your wealth the smart way. 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](https://youtube.com/watch?v=kiff_m5oqE4) 2025-05-05T17:02Z 136K followers, 10.5K engagements "Retiring Abroad TAX ISSUES You Need To Know ➡Parallel Wealth Masterclass: https://www.parallelwealth.com/education ➡Financial Planning Services: https://www.parallelwealth.com/planning Emigrating from Canada is more complicated than you might think so we'll go through some common questions that Canadians have on the process. We are joined by Christopher Dyck who is a Partner at Avisar CPA in Langley British Columbia who is an expert in this field. 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" [YouTube Link](https://youtube.com/watch?v=lVqLeNf-sfk) 2022-12-02T22:02Z 134K followers, 75.9K engagements "What Retirees Should Know About the [----] Liberal Platform Learn more about our services at https://www.parallelwealth.com/planning With the liberals winning the [----] election there's some potential changes we'll see that retirees should know. We'll discuss personal tax rates capital gains RRIF minimums and more. Articles referenced in the video: ➡ https://www.ctvnews.ca/opinion/article/post-election-changes-to-your-taxes-what-you-need-to-know/ ➡ https://www.cbc.ca/news/politics/carney-cancels-capital-gains-hike-1.7490020 ➡ https://www.cbc.ca/news/politics/carney-hits-back-trump-1.7500990 If" [YouTube Link](https://youtube.com/watch?v=lk8Z9KTCLRc) 2025-05-09T17:02Z 136K followers, 117.1K engagements "A Lot Of Retirees Regret Purchasing 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](https://youtube.com/watch?v=lmPY8Y_evIU) 2025-10-15T17:02Z 148K followers, [----] engagements "4 Things To Do One Year Before You Retire ➡Our financial planning services: https://www.parallelwealth.com/planning ➡My Service Canada: https://www.canada.ca/en/employment-social-development/services/my-account.html In the last year before retirement there are a number of things you need to think about and act on. In this video we'll go through [--] of these things to help get you prepared 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" [YouTube Link](https://youtube.com/watch?v=m2LmW7SHO6I) 2024-11-04T19:02Z 122K followers, 10.9K engagements "I'm Retiring With $2+ Million Where Should I Withdraw First ➡Our financial planning services: https://www.parallelwealth.com/planning In this video I'll go through a client example of a couple who has saved over $2 million across their TFSAs RRSPs and joint non-registered account. We'll discuss the withdrawal strategy they were planning on implementing and then I'll show you the changes we made to their plan that will save them hundreds of thousands of dollars of taxes throughout their retirement. If you have any further questions about this video's topic or any financial planning questions" [YouTube Link](https://youtube.com/watch?v=mJpfOQQksOc) 2024-09-23T18:02Z 121K followers, 58.9K engagements "What Happens To Your RRSP At Retirement Financial Tip [--] Understanding the RRSP To RRIF Conversion: https://youtu.be/MRv-0lhryJs When you hit the age of [--] you must convert your RRSP to a RRIF but you can also do that conversion prior to age [--]. You are also able to partly convert your RRSP prior to 71.I discuss more if this strategy in the video 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:" [YouTube Link](https://youtube.com/watch?v=mL6jctwbrX0) 2021-11-18T22:00Z 135K followers, [----] engagements "THIS Is The Most Difficult Part Of Retirement Full video: https://youtu.be/H09kFFRjKlk We spend so much of our lives building up our retirement nest egg that when it's actually time to retire we don't actually know what to do with it What stocks are you selling to actually fund your retirement How much are you selling When should you sell All of these questions need to be built into a decumulation plan so you aren't making it up on the fly. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies: https://amzn.to/308jzic Free Credit Report with Borrowell:" [YouTube Link](https://youtube.com/watch?v=mbULVIHVbkc) 2021-12-16T22:00Z 135K followers, [----] engagements "TFSA vs. RRSP In Retirement.What Gives You More ➡Fee For Service Planning: https://www.parallelwealth.com/planning The TFSA and RRSP are both important accounts to utilize as you build up towards retirement but how should you use them once you've hit 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" [YouTube Link](https://youtube.com/watch?v=n8RiHnIBpQw) 2023-09-22T18:02Z 142K followers, 19.2K engagements "Cut Out The Noise There's going to be many times throughout your retirement when there's a lot of bad headlines floating around. Right now it's tariffs and who knows what it'll be in the future. But it's important to cut out all of the noise and stay the course to keep your retirement on track. *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" [YouTube Link](https://youtube.com/watch?v=nSMt-6dN5kw) 2025-05-07T17:02Z 136K followers, [----] engagements "When Should You Build A Retirement Plan ➡More about our Financial Planning Services at https://www.parallelwealth.com/planning ➡Full Video: https://youtu.be/9ixtBt8Rw1U If you are nearing retirement you should be looking to build a plan 5-10 years before your retirement date. This way it'll give you the ability to make adjustments in the years leading up so that you can have the most efficient plan as possible. 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" [YouTube Link](https://youtube.com/watch?v=oNfTh6zx5V0) 2023-01-18T19:02Z 135K followers, [----] engagements "5 Reasons To Retire As Soon As Possible ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll go through [--] reasons why you should retire as soon as you can. 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](https://youtube.com/watch?v=oZfJUTno2S4) 2024-09-06T18:02Z 121K followers, 47.5K engagements "DO NOT Go Down This Retirement Rabbit Hole #shorts Budgeting tool: https://www.parallelwealth.com/pl/254324 As you're entering retirement look at where your debt is coming from. If it's from bad spending or bad money management skills you need to address this problem. It's more difficult to pay off debt in retirement so it is paramount to get that under control. [--] 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" [YouTube Link](https://youtube.com/watch?v=odyPhemEUp4) 2022-02-22T22:00Z 145K followers, [----] engagements "Retirement Regrets: The Biggest Regrets From [----] Year Old Retirees ➡Our financial planning services: https://www.parallelwealth.com/planning If you purchase a plan from us in December you'll be entered for the chance to win one of two free wills from Willful. The winners will be selected in January. In this video I'll go through [--] of the most common and biggest retirement regrets I hear from the 80-90 year old retirees I talk to on a daily basis. 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" [YouTube Link](https://youtube.com/watch?v=pINwGgcF3tw) 2024-12-09T19:02Z 139K followers, 319.3K engagements "3 Steps To Prepare For A Recession While In Retirement Learn more about our services: https://www.parallelwealth.com/planning Check out the Investing Academy: https://bit.ly/ParallelAcademy We could be entering a recession which can be a scary thing for those in retirement. We'll go through [--] steps that you can do to prepare for a recession so that you can avoid any unneeded stress 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](https://youtube.com/watch?v=ploYevBEyjw) 2022-06-02T21:02Z 145K followers, 13.3K engagements "3 Ways Inflation Is Actually HELPING Canadians ➡Fee For Service Planning: https://www.parallelwealth.com/planning Inflation has hurt Canadians in many ways but it does help in certain areas especially for those in retirement. We'll go through [--] reasons why in this video. 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](https://youtube.com/watch?v=r6jFTX6JSHE) 2023-10-27T18:02Z 122K followers, 12.2K engagements "20 Years of Canadian Retirement Knowledge In 1hr 57mins ➡ 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 Income for" [YouTube Link](https://youtube.com/watch?v=r9Da-mb-zSw) 2025-01-27T18:02Z 143K followers, 65K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@parallelwealth Parallel Wealth
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Social Influence
Social category influence finance countries technology brands stocks social networks cryptocurrencies
Social topic influence retirement #207, investment #1147, stocks #1150, passive income #39, financial #25, products, future, carry, investments, financial planner #32
Top assets mentioned Uber Technologies, Inc. (UBER) Dave Inc. (DAVE) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"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
"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
"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
"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
"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 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
"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
"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
"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
"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, 12.3K 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
"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
"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
"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
"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
"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
"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
"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
"Happy Retirees Do These [--] Things Well Budget template: https://www.parallelwealth.com/budgetguide I get to speak with many retirees every single week so I have a good idea of the things that generally lead to a happy retirement. Everyone's retirement is going to look a little different but if you do these [--] things the chances of living an enjoyable retirement will go up immensely 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"
YouTube Link 2022-09-30T21:02Z 129K followers, 19.8K engagements
"Fixed vs. Variable Mortgages: What Should You Choose #shorts Should you get a fixed or variable mortgage One way to decide is to look at your budget. If you are running a tight budget a fixed mortgage might be the way to go. Your payments will be consistent so you can easily work it into your budget. Now if you run a looser budget a variable mortgage could work well. You can get a low rate today and even if rates rise in the future you'll still be able to budget for the payments accordingly. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies:"
YouTube Link 2022-02-28T22:00Z 140K followers, [----] engagements
"Don't Waste Your Early Retirement Years 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 2025-10-08T17:02Z 147K followers, [----] engagements
"I Saved A Retired Couple Thousands In Taxes.Here's How ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll go through the process of how to save thousands of taxes 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"
YouTube Link 2023-09-18T18:05Z [--] followers, [----] engagements
"Everyone Must Figure This Out Before Retiring ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN"
YouTube Link 2024-10-16T18:02Z 121K followers, [----] engagements
"Advantages Of Hiring A Professional Money Manager (Separately Managed Investment Account) Learn more about our services here: https://www.parallelwealth.com/planning In this video Chris Richard from BCV Asset Management joins me to discuss some of the key advantages of a separately managed investment account. 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 savings plan on track. You can learn more about our services at"
YouTube Link 2021-07-22T21:00Z 123K followers, [----] engagements
"5 RRSP Tips & Tricks In [--] Minutes [--] tips and tricks that you need to know about RRSPs: [--]. For [----] tax season the RRSP deadline is March [--] [----]. Any RRSP contribution that you want to make to use for your [----] taxes must be contributed prior to March 1st of this year. [--]. Your RRSP contribution limit every year is 18% of your earned income. There is however a maximum. In [----] the maximum was $27230; if 18% of your earned income is higher than $27230 you will be capped at the maximum. Your contribution limit also includes carryover from previous years.you can find if you have any additional"
YouTube Link 2021-01-15T19:00Z 135K followers, 10.8K engagements
"How To Plan For Large Expenses In Retirement Learn more about our services at https://www.parallelwealth.com/planning Whether its a dream vacation a new car or an unexpected emergency how should you plan and save for large expenses in retirement In this video I walk through the two best strategies to help you do just that so you can cover any large expense without derailing your retirement 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"
YouTube Link 2025-06-27T17:02Z 139K followers, [----] engagements
"DON'T DO THIS When You Hit Retirement When you hit retirement do not start your Old Age Security right away. Your payment will be based on your last 1-2 years so if those include the last of your working years you will likely have OAS Clawback. [--] 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: https://amzn.to/3qiFf6m Financial Masterclass for"
YouTube Link 2021-12-22T22:00Z 135K followers, [----] engagements
"Should You Start CPP Now Or Wait Until [----] ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Fred Vettese's article: https://www.theglobeandmail.com/investing/personal-finance/retirement/article-should-you-wait-until-january-to-start-your-cpp-pension-the-anwer-is/#::text=Wage%20inflation%20normally%20differs%20from%20price%20inflation.&text=In%20some%20years%2C%20like%20inis%20about%204%20per%20cent. ➡CPP at [--] vs. [--] vs. [--] comparison: https://youtu.be/fis1N3cFAlk CPP is a well talked about benefit and there's always a debate on when you should start the pension. In"
YouTube Link 2024-10-25T18:02Z 146K followers, 22.7K engagements
"How To Navigate Different Retirement Income Streams ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡https://www.cppcalculator.com/ ➡https://www.parallelwealth.com/lira When you retire you are likely going from one income stream to multiple income streams. This could be CPP OAS a pension plan your TFSA RRSP or a number of different streams. The issue with having a large number of income streams is that they don't all work together In this video we'll go through the main four so that you can have a better understanding of how they need to work together in your retirement"
YouTube Link 2023-10-16T19:43Z 92.6K followers, 10.5K engagements
"7 Retirement Killers You Must Avoid 📈 Discover how Steadyhand can help you reach your retirement goals: https://hs.steadyhand.com/gettoknowsteadyhand In this video well uncover [--] retirement killers that can not only setback your finances but also prevent you from enjoying a fun and fulfilling retirement. ➡ Learn more about our services at https://www.parallelwealth.com/planning ➡ Build a market-proof retirement income plan: https://youtu.be/gxkR5vHWeXIsi=8LUzFFrTPikGOeXZ ➡ Article on the Harvard study:"
YouTube Link 2025-01-20T18:03Z 131K followers, 25.4K engagements
"If You Fear Running Out Of Money In Retirement Watch This ➡Our financial planning services: https://www.parallelwealth.com/planning ➡CPP survey: https://www.cppinvestments.com/wp-content/uploads/2024/10/Backgrounder_Retirement-Survey_CPPIB_Oct30_2024_EN.pdf ➡CPP survey summary: https://www.cppinvestments.com/for-canadian/nearly-2-in-3-canadians-worry-about-retirement-savings-survey/ In this video I'll go through a recent survey from CPP Investments that details that the majority of Canadians fear running out of money. I'll discuss why this may be the case and also give some actionable tips to"
YouTube Link 2024-11-18T19:02Z 123K followers, 13.4K engagements
"Don't Make This Life Expectancy Mistake A lot of retirees underestimate their life expectancy which can be a costly mistake. 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"
YouTube Link 2025-04-02T17:02Z 135K followers, [----] engagements
"6 Harsh Retirement Lessons From People In Their 80s and 90s 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 Income for"
YouTube Link 2025-06-06T17:02Z 137K followers, 17.4K engagements
"My Thoughts On The CPP Death Benefit Increase. ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Article: https://www.advisor.ca/tax/estate-planning/cpp-death-benefit-ripe-for-broader-reform/utm_source=ADVR_NL&utm_medium=email&utm_campaign=AM_Bulletin&hash=8464C9005034B6R&oly_enc_id=8464C9005034B6R In this video we'll discuss the changes to the CPP death benefit that will come with the implementation of Bill C-69. 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"
YouTube Link 2024-08-23T18:02Z 117K followers, 13.7K engagements
"Taking CPP At [--] And Investing It - Is This A Good Strategy ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll go through an idea a subscriber had about taking your CPP early and investing 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 For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2023-10-13T18:02Z 147K followers, 19.9K engagements
"8 Hidden Challenges Every Investor Should Know ➡Sign up for moomoo today to receive generous signup bonuses and free access to our masterclass: https://start.moomoo.com/01Ek7n DIY investing offers you control over your investments and often much lower fees. However if you're not properly prepared you could end up making some costly mistakes. So in this video we'll go through [--] challenges you need to prepare for so that you can succeed as a DIY investor. 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"
YouTube Link 2024-12-06T19:02Z 124K followers, [----] engagements
"Every Retiree Needs To Know This Number 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 2025-09-24T17:02Z 146K followers, [----] engagements
"5 Things To Do [--] Years Before You Retire 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 Income for Life: Getting More"
YouTube Link 2025-04-21T17:02Z 135K followers, 11.6K engagements
"3 Retirement Goals You MUST Set Before Retirement Learn more about our services: https://www.parallelwealth.com/planning It's extremely important to have a retirement plan PRIOR to entering retirement. The last thing you want to do is waste time worrying about your plan while you're actually in retirement. Create a plan set some goals and you'll be able to enjoy your retirement how it's meant to be. 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 2021-09-27T21:00Z 148K followers, 14.3K engagements
"This Will Simplify Your 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 2025-08-27T17:02Z 142K followers, [----] engagements
"You Should Ask For A Raise (Employers Should Give You One) Inflation is at an all-time high so if you haven't gotten a raise in the last [--] months you should ask for one. If you are an employer you should do your best to take care of your employees and ensure that your employees' buying power doesn't get depleted due to inflation. [--] 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 2022-01-24T22:00Z 145K followers, [----] engagements
"Sell Your Car And Use Uber In Retirement For some of you who are retired it may make sense to sell one of your cars and use uber to save money. 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: Getting More without Saving More (Second Edition):"
YouTube Link 2023-12-24T19:02Z 92.6K followers, [----] engagements
"What Will You Retire To When you retire you should be retiring to something not from something. This could be a new hobby vocation anything that you are passionate about 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: Getting More without Saving More"
YouTube Link 2024-02-07T19:02Z [--] followers, [----] engagements
"Take Care Of This Before You Retire 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 2025-05-14T17:02Z 136K followers, [----] engagements
"5 Ways To Save For Retirement That Every Canadian Should Know ➡Our financial planning services: https://www.parallelwealth.com/planning ➡RRSP contribution room explained: https://youtu.be/6kuxIbTOviM ➡What happens to RRSP when you retire: https://youtu.be/_f4ybqisyl4 In this video we'll go through [--] ways you can save for 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"
YouTube Link 2024-10-18T18:02Z 146K followers, 18.4K engagements
"Should You Withdraw From Your RRSP Before You Retire Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook Full series playlist: https://www.youtube.com/playlistlist=PLGyu3db0g-Drea15bAXJV2sCe9Q6fVMUl Home Buyers' Plan Explained: https://youtu.be/9xZ05qKkZN0 RRSP Withdrawals Explained (lifelong learning plan): https://studio.youtube.com/video/vIKq8Htnytc/edit When looking into whether or not you should pull money out of your RRSP before you retire you should look at your tax rate. It might make sense for you if you are in a lower tax bracket to begin withdrawing money"
YouTube Link 2021-04-22T16:11Z 146K followers, 25K engagements
"Federal Budget 2024: Canada To Increase Capital Gains Tax Expand CPP Benefits (and more) In this video we'll go through the [----] Federal Budget and the changes that all Canadians need to know. ➡Federal Budget 2024: https://budget.canada.ca/2024/report-rapport/toc-tdm-en.html ➡Ben Felix's video: https://youtu.be/QyCQGuXdmcssi=mbaqQPTeDwnlKX9j ➡PWL Capital calculator: https://research-tools.pwlcapital.com/research/realize-gain ➡Our financial planning services: https://www.parallelwealth.com/planning If you have any further questions about this video's topic or any financial planning questions"
YouTube Link 2024-04-26T18:02Z 118K followers, 43.5K engagements
"ETFs Explained In [--] Minutes Thank you to Harvest ETFs for sponsoring this video DISCLAIMER: This presentation is for informational purposes only and should not be considered financial investment tax or estate planning advice. All investments carry risk and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes. The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement tax"
YouTube Link 2025-03-01T18:02Z 133K followers, [----] engagements
"The Outdated CPP Death Benefit Is Hurting Canadians Heres A Solution ➡ Learn more about our services at https://www.parallelwealth.com/planning The CPP death benefit is currently a flat $2500 (with some contributors eligible for an additional $2500 top-up) and this amount hasnt changed since [----]. In this video well discuss the challenges of having such a small death benefit and then go over a potential solution that could help Canadians make a better decision around when to start CPP. ➡ Advisor.ca article:"
YouTube Link 2025-01-24T18:02Z 130K followers, 20K engagements
"Don't Forget To Do This Before You Retire ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel"
YouTube Link 2024-11-06T19:02Z 122K followers, [----] engagements
"10 Retirement Planning Tips You Must Ignore ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Fee For Service Planning: https://www.parallelwealth.com/planning There is a lot of bad advice surrounding retirement so here are [--] retirement planning tips that you should probably ignore. 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"
YouTube Link 2023-05-30T18:02Z 122K followers, 15.4K engagements
"If You're Supporting Both Your Parents And Kids Watch This ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Canada caregiver 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/canada-caregiver-amount.html The 'sandwich generation' is stressed out both emotionally and financially. In this video I want to give some tips that can help you handle caring for both your aging parents and children so that you can alleviate some of that stress. If you have any"
YouTube Link 2024-10-21T18:02Z 146K followers, [----] engagements
"This Trap Could Cost You Hundreds of Thousands 📈 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 In this video we'll discuss an investment trap we are seeing a lot come through our office. 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 2025-02-28T18:02Z 133K followers, 11.2K engagements
"Was I Wrong About The RRSP Meltdown ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡Globe and Mail Article: https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-why-early-rrif-withdrawals-dont-work-for-most-retirees/ ➡FP Canada Report: http://www.fpcanadaresearchfoundation.ca/media/kr4frrvr/fpcanada-dc-en-retirement-drawdown-choices-paper.pdf In this video we'll go through a recent Globe and Mail article and discuss how the findings may impact your retirement. If you have any questions about this video's topic or retirement planning in general visit"
YouTube Link 2023-06-19T18:02Z 137K followers, 51K engagements
"Five Warren Buffett Quotes To Guide Your Investing Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook Warren Buffett is one of the greatest investors of all-time and he is someone that you can look to for investment strategy. The biggest takeaway from Buffett is that you shouldn't be investing for the short term if you want to see your investments succeed. Sure there will be times when people strike it rich from a quick rise in a company or crytpocurrency but do not get drawn into that mindset. If you truly want to create a steady financial plan around your"
YouTube Link 2021-05-10T21:00Z 121K followers, [----] engagements
"The Home Buyers' Plan.Here's Everything You Need To Know Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook Email us at Info@Parallelwealth.com to get a $200 off code for our Financial Masterclass The home buyers' plan can be extremely valuable for you if you are looking into building or buying a home. If you or your spouse/common law partner have not owned a home in the past [--] years and the money invested in your RRSP has been there for at least [--] days you will qualify for the home buyers' plan. This allows you to take up to $35000 out of your RRSP to fund either"
YouTube Link 2021-04-16T18:00Z 143K followers, 14.3K engagements
"Should You Stop Contributing To Your RRSP Before Retirement Learn more about our services: https://www.parallelwealth.com/planning I get asked a lot from our clients of whether or not you should stop using your RRSP prior to retirement. We'll go through [--] points in this video: marginal vs. average tax rate how your income level effects the situation and can you have an RRSP that's too big It's always going to go back to your tax rates so it's important to have a plan in place that levels out your average tax rate in retirement If you have any questions about this video's topic or retirement"
YouTube Link 2022-02-08T22:00Z 148K followers, 46.7K engagements
"Everything Your Retirement Plan Needs In [--] Minutes ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll go through everything your retirement plan should include. 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 2024-07-01T18:02Z 135K followers, 33K engagements
"3 Tips To Boost Your Savings ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel Wealth"
YouTube Link 2024-10-23T18:02Z 146K followers, [----] engagements
"The Silent Retirement Killer That Nobody Talks About 📈 Discover how Steadyhand can help you reach your financial and retirement goals: https://hs.steadyhand.com/gettoknowsteadyhand ➡ Learn more about our fee-for-service retirement planning services at https://www.parallelwealth.com/planning ➡ Learn more about our Retirement Income Program at https://www.parallelwealth.com/investments ➡ Research from Vanguard: https://institutional.vanguard.com/content/dam/inst/iig-transformation/insights/pdf/2022/value-of-personalized-advice.pdf In this video were talking all about fees. Many of you are"
YouTube Link 2025-02-03T18:02Z 131K followers, 14.2K engagements
"Many Retirees Overlook This Part of Retirement Planning A good retirement plan takes [--] things into consideration: cashflow tax and estate planning. 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"
YouTube Link 2025-03-05T18:02Z 133K followers, [----] engagements
"Retiring Single You Need To Think About 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"
YouTube Link 2025-09-10T17:02Z 145K followers, [----] engagements
"Is Your Financial Advisor Qualified Does your financial advisor have the expertise and education to provide the advice and planning you deserve 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"
YouTube Link 2025-03-12T17:02Z 142K followers, [----] engagements
"Do Not Enter Retirement Without 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 2025-07-30T17:02Z 141K followers, [----] engagements
"Everyone's Retirement Is Different 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 2025-05-21T17:02Z 137K followers, [----] engagements
"How I Paid CRA $171000 Less In Taxes ➡Fee For Service Planning: https://www.parallelwealth.com/planning In this video we'll go through how I saved a client $173000 in taxes during 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: Getting"
YouTube Link 2023-10-09T18:02Z 122K followers, 38.1K engagements
"Why You Shouldn't Retire At [--] ➡Our financial planning services: https://www.parallelwealth.com/planning A lot of people have the magic age of [--] as their pre-determined retirement date. But why is that and is that actually the best time to retire In this video I'll go through why that's probably not the case and discuss [--] better reasons why you should consider 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:"
YouTube Link 2024-09-02T18:02Z 140K followers, 48.6K engagements
"Ive Helped Hundreds Retire: Here Are [--] Things You Must Know Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through [--] things you 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 2025-07-07T17:02Z 140K followers, 22.5K engagements
"Trusts Aren't Just For The Uber Rich Here's Why ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll give a complete guide on how to use trusts in an estate plan. We'll cover what trusts are the asset threshold and some first steps in setting one 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 about our services. ➡Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡Retirement Income Program:"
YouTube Link 2024-05-10T18:02Z 145K followers, [----] engagements
"CPP Myths TFSA Mistakes & Key Portfolio Moves Before the Next Crash Retirement Unpacked Ep. [--] In the first episode of Retirement Unpacked Adam Bornn and Brett Martinson from Parallel Wealth answer real retirement questions from Canadians. We discuss CPP survivor benefits in [----] how the cash wedge strategy can provide stable retirement income and some common mistakes people make with TFSAs. We also touch on how to approach big purchases like cars or boats in retirement what fee-based advisor models really mean and share a couple of quick RRIF and RRSP tips to help you plan with more"
YouTube Link 2025-09-06T13:00Z 144K followers, 14.9K engagements
"5 Ways To Stress Test Your Retirement Plan ➡Black Friday Masterclass Sale: https://www.parallelwealth.com/masterclass ➡Our financial planning services: https://www.parallelwealth.com/planning In this video I'll give you [--] ways to stress test your retirement plan to ensure your plan is built to last through the duration of 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"
YouTube Link 2024-11-25T19:02Z 135K followers, [----] engagements
"Do This To Plan For ANY Market Scenario (Post Midterm Elections) Mark Beavis' "100% Probability of Recession" Video: https://youtu.be/uwGIDqJRpxU Our budgeting tool: https://www.parallelwealth.com/pl/254324 Historically after midterm elections markets have done very well. Hopefully this is a good sign to come but regardless of what direction the markets go this video we'll have you prepared for both scenarios. TFSA Contribution Limits: https://www.taxtips.ca/tfsa/tfsa-contribution-rules-and-limits.htm If you have any further questions about this video's topic or any financial planning"
YouTube Link 2022-11-11T22:02Z 124K followers, [----] engagements
"The Truth About How Much Money You Need To Retire ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡What Makes A Good Financial Plan https://youtu.be/MAJ0KcCSPkc ➡Article: https://ca.finance.yahoo.com/news/canadians-now-expect-1-7m-110000241.html In this video we'll go through an article by the Canadian Press that says you need $1.7 million to retire in Canada. When articles like these come out they can often misguide people into thinking that they are never going to be able to retire My hope by the end of this video is you'll realize that you are probably a lot closer to"
YouTube Link 2023-02-09T19:02Z 135K followers, 140.4K engagements
"6 Retirement Tips That Most Canadians Don't Know ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡2nd Channel: https://www.youtube.com/@ParallelWealthMoneyMastery In this video we'll go through [--] Canadian retirement tips that many do not know about. 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 2023-08-14T18:02Z 137K followers, 47.8K engagements
"Plan Your [--] Seasons Of Retirement When you hit retirement you should plan out what you are going to do in the year ahead. Are you going to travel in the winter to escape the cold Are you going to golf in the summer Plan these things ahead of time so that you can keep yourself busy [--] 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 2021-12-30T22:00Z 135K followers, [----] engagements
"CPP Survivor Benefits Explained Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook Our full series on CPP: https://youtube.com/playlistlist=PLGyu3db0g-Dqn0M6Y-5kuEh8QW1gHit2O If you have lost a loved one recently we send our condolences. Thinking about applying for some of these CPP survivor benefits is probably one of the last things on your mind so we hope you have someone close to you that can support you through this process and help you apply for these benefits while you can properly grieve. If you have any questions about this video's topic or retirement"
YouTube Link 2021-06-14T21:00Z 140K followers, 26.7K engagements
"What Is A Perfect Credit Score #shorts Credit score videos: https://www.youtube.com/playlistlist=PLGyu3db0g-Dq4ms1XYsM6ioEe0hGR0rbH You can think of your credit score as your 'adult report card.' Your score is extremely important in your ability to take out a loan and a good score gives you the potential for a lower rate. [--] 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"
YouTube Link 2022-03-07T22:00Z 145K followers, [----] engagements
"CPP Disability Benefit Explained Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook CPP Survivor Benefits Explained: https://youtu.be/EFkpyoUb0JM There are two types of CPP disability benefits that will be discussed in this video: 1) CPP Disability Benefit: If you are under [--] and NOT collecting CPP you will qualify for this benefit 2) CPP Post-Retirement Disability Benefit: If you are [--] to [--] and have been collecting CPP for more than [--] months or you become disabled after you start collecting CPP you will qualify for this benefit Find out additional information"
YouTube Link 2021-06-16T21:00Z 140K followers, 23K engagements
"Beware Of RRSP Tax Implications When Retiring Abroad There are many people retiring abroad these days so it's important to understand how your RRSP will treated as a non-resident particularly pertaining to how it's treated upon death. As a resident there is no tax withheld upon death but that isn't the case if you retire abroad and become a non-resident. 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 2022-09-06T21:02Z 135K followers, [----] engagements
"What Is A Consolidation Loan And How Can It Help You Financial Tip [--] 50% off our financial masterclass https://www.parallelwealth.com/masterclass If you are having trouble handling all of your debt from a variety of sources a consolidation loan will help. You'll be able to consolidate your debt from your 5+ credit cards into one loan at a smaller rate with a payment schedule of 3-7 years. This will save you a lot of money in interest and will help get you back on track in paying off your debt for good. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies:"
YouTube Link 2021-11-25T22:00Z 134K followers, 16.9K engagements
"Retirement is 10% Financial 90% Psychological 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"
YouTube Link 2025-07-09T17:02Z 140K followers, [----] engagements
"Retiring Without A Pension Here's How To Generate Income Thank you to Harvest ETFs for sponsoring today's video Check out their products and services below. Harvest ETFs Retirement Planning: https://bit.ly/3EDiSQp Join Harvest ETFs & Stay Informed: https://bit.ly/3T0Sapi Visit Harvest ETFs Website: https://bit.ly/3S0oSWw Social follow links FB: https://www.facebook.com/HarvestETFs LI: https://ca.linkedin.com/company/harvest-portfolios-group TW: https://twitter.com/harvestetfs YT: https://www.youtube.com/channel/UC5K0nCkwsv5mXNM5jN16jWg Spotify:"
YouTube Link 2023-10-16T18:02Z 121K followers, 13.2K engagements
"8 Uncomfortable Things Couples Must Know In Retirement ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Our video on CPP Survivor Benefits: https://youtu.be/yC4o5vSYImEsi=DZR08b_SWV-OEysm In this video we'll discuss an uncomfortable topic but an important one: what happens if you lose your spouse/partner 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"
YouTube Link 2024-07-22T18:02Z 122K followers, 19.7K engagements
"Are You Underestimating How Long You're Going To Live Head over to the @TheWealthyBarber for our full conversation 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"
YouTube Link 2025-07-02T17:02Z 139K followers, [----] engagements
"We're [--] With $250000 Can We Retire Learn more about our services at https://www.parallelwealth.com/planning A lot of Canadians think you need $1 million or more to retire but is that truly the case In this video we'll walk through a case study of a [--] year old couple with $250000 saved and how with some strategic planning we were able to help them retire comfortably. 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 2025-06-09T17:02Z 137K followers, 16.3K engagements
"The Truth Behind CPP Is CPP A Good Investment Thank you to Passiv for sponsoring today's video Join here for FREE: https://bit.ly/PWFGPassiv ➡Our New Channel /@parallelwealthmo. ➡Fee For Service Planning: https://www.parallelwealth.com/planning 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"
YouTube Link 2023-06-30T18:02Z 92.8K followers, [----] engagements
"5 Things You Must Do As You Near Retirement ➡Our financial planning services: https://www.parallelwealth.com/planning In depth videos on topics discussed in this video: ➡8 TFSA Mistakes To Avoid: https://youtu.be/px-zTSX48w8si=DJl8RLBtpAkf0_9o ➡CPP Sharing: https://www.youtube.com/watchv=LgU3vFDwN-s&ab_channel=ParallelWealth ➡Digital Assets: https://www.youtube.com/watchv=xA6COM2NWxY&t=88s&ab_channel=ParallelWealth In this video we'll go through [--] things you must do or consider as you lead up to retirement. If you have any further questions about this video's topic or any financial planning"
YouTube Link 2024-07-29T18:02Z 122K followers, [--] engagements
"DO NOT Derail Your Retirement Because Of Market Uncertainty Learn more about our services: https://www.parallelwealth.com/planning The markets are volatile right now with everything going on in the world right now but now is not the time to panic. Unfortunately for many of you you did exactly that in [----] so let's not repeat that mistake. The one takeaway from this video you need is to trust your plan. What kind of cash flow do you need in the short term Answer that question and leave the rest of your money untouched.you'll thank me in 5-10 years time. If you have any questions about this"
YouTube Link 2022-03-09T22:00Z 143K followers, [----] engagements
"7 Retirement Money Mistakes You Must Avoid Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] money mistakes retirees often come to regret. 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 2025-03-24T17:02Z 135K followers, 16.2K engagements
"Want To Retire One Day Don't Do This With Your RRSP If you want to retire on time do not withdraw from your RRSP until you actually hit retirement. It's a savings plan for retirement not for family vacations 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"
YouTube Link 2023-12-20T19:02Z 146K followers, [----] engagements
"6 Expenses That Are Keeping You From 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 Income for Life:"
YouTube Link 2025-04-18T17:02Z 136K followers, 20.6K engagements
"3 Expenses To Cut In Retirement That Will Save You Thousands ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll go through [--] expenses that you've incurred throughout your life that you might be able to cut 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"
YouTube Link 2024-09-13T18:02Z 121K followers, 30.8K engagements
"Why Every Canadian Needs a Retirement Plan (With Dave Chilton) Learn more about our services at https://www.parallelwealth.com/planning This video is a segment from my conversation on @TheWealthyBarber podcast. You can watch the full episode at the link below Full episode: https://youtu.be/yeHzJJc--M0si=tswhX3tES78QgsWr 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 2025-07-04T17:02Z 139K followers, [----] engagements
"Don't Make This Investing Mistake In Retirement ➡Black Friday Masterclass Sale: https://www.parallelwealth.com/masterclass 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN"
YouTube Link 2024-12-04T19:02Z 124K followers, [----] engagements
"The Biggest Tax Mistake You'll Make In The First [--] Years Of Retirement Learn more about our services at https://www.parallelwealth.com/planning Paying little or no tax early in retirement sounds like a dream but its actually one of the biggest tax mistakes you can make. So in this video Ill show how planning like this can create a massive tax issue later in life and what you can do 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 For Service"
YouTube Link 2025-09-04T17:02Z 144K followers, 12.5K engagements
"Have The Uncomfortable Conversations 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 2025-07-16T17:02Z 140K followers, [----] engagements
"Differences Between RRSPs & TFSAs That You NEED TO KNOW - https://youngandthrifty.ca/tfsa-vs-rrsp/ - https://www.taxtips.ca/ Learn more about our services: https://www.parallelwealth.com/planning There are some differences between RRSPs and TFSAs that you should know that will allow you to use each account as efficiently as possible. The worst possible decision is to use neither so make sure you get a basic understanding of both so you can starting working towards your retirement funds If you have any questions about this video's topic or retirement planning in general visit"
YouTube Link 2021-12-07T22:00Z 146K followers, 18.1K engagements
"Should You Base Your RRIF Minimum Off Of Your Spouse Learn more about the @NeoFinancial Cashback Mastercard here: https://join.neo.cc/parallelwealth. Get a $25 credit + receive 15% cashback on your first purchase with this link #NeoFinancial #MeetNeo #sponsored ➡Financial Plan Giveaway: https://www.parallelwealth.com/giveaway2022 ➡RRIF Minimum Table: https://mdm.ca/investing/investment-accounts/rrif/rrif-annual-withdrawals ➡Tax Tips Website: https://www.taxtips.ca/ Deciding to base your RRIF minimum payment on your spouse or common law partner may seem like it's a big retirement decision but"
YouTube Link 2022-12-09T19:02Z 134K followers, [----] engagements
"URGENT: Important [----] Tax Changes In Canada (RRSP TFSA CPP FHSA & More) ➡2024 Tax Numbers: https://www.parallelwealth.com/taxnumbers In this video we'll go through all of the major tax changes in Canada for [----] including RRSP and TFSA contribution room max CPP contributions the new FHSA OAS clawback and 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 2023-12-01T19:02Z 131K followers, 168.8K engagements
"Where Should You Withdraw From First In Retirement Learn more about our services at https://www.parallelwealth.com/planning How you decide to withdraw your accounts in retirement can have a big impact on how much tax you pay. In this video we'll go through a high level scenario to discuss things you should be thinking about when drawing down your accounts. 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 2025-03-21T17:02Z 136K followers, 43.2K engagements
"Exciting News: Our Podcast Launches On September 6th 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 2025-09-03T17:02Z 147K followers, [----] engagements
"CPP Sharing Explained: Does It Make Sense For You In this video I'll go through how CPP Sharing works and if it's something that you should look into when you retire. ➡BOGO Financial Masterclass deal: https://www.parallelwealth.com/masterclass ➡Income splitting video 1: https://youtu.be/r3NpvBH6Pnssi=bg88I49jQvqRz561 ➡Income splitting video 2: https://youtu.be/y4guVRVl8GUsi=O43CMNvkE5gvbhvZ ➡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"
YouTube Link 2024-03-08T19:02Z 140K followers, 15.6K engagements
"The Retirement Honeymoon Phase Doesn't Last Forever Many retirees feel lost in the early stages of retirement which is why having a plan is so important. Dont just retire from workretire to something that gives you purpose and fulfillment. 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"
YouTube Link 2025-02-12T18:02Z 141K followers, [----] engagements
"Most Retirees Are Shocked To Learn How Little They Actually Need Learn more about our services at https://www.parallelwealth.com/planning Most people think you need a big intimidating number to retire comfortably. But in reality chasing a number like this can end up being the biggest retirement mistake you'll ever make. In this video we'll go through why so many people fall into this trap and how you may be able to retire far earlier and with far less than you think. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/ or"
YouTube Link 2025-09-29T17:02Z 147K followers, 22.1K engagements
"A Cautionary Client Story It's important to enjoy life today but make sure you're also thinking about future you 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"
YouTube Link 2025-04-30T17:02Z 136K followers, [----] engagements
"Can I Retire As A Single [--] Year Old With $125000 ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll discuss two scenarios of a single [--] year old looking to retire. The first scenario is a person with $125000 and the second scenario is a person with $250000. How much retirement income will you be able to draw in each scenario We'll go through that 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"
YouTube Link 2024-06-17T18:02Z 133K followers, 42.9K engagements
"Retiring Without A TFSA Is A Huge Mistake. Here's Why ➡Our financial planning services: https://www.parallelwealth.com/planning In this video I'll go through the importance of having a 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 2024-09-20T18:02Z 142K followers, 36.5K engagements
"5 Critical Moves Every Successful Retiree Makes In The First [--] Years Learn more about our services at https://www.parallelwealth.com/planning In this video I have on Michael from our team and we discuss [--] things successful retirees do in their first few years 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:"
YouTube Link 2025-07-14T17:02Z 140K followers, 10.1K engagements
"The Retirement Withdrawal Mistake Most Canadians Make ➡Our financial planning services: https://www.parallelwealth.com/planning ➡RRSP Meltdown: https://youtu.be/vyo1j8ek89c In this video we'll go through [--] reasons why withdrawing the minimum amount from your RRIF in retirement is probably a bad idea. 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 2024-08-05T18:02Z 136K followers, 45.4K engagements
"Don't Save In Your TFSA The Tax-Free Savings Account (TFSA) should really be called the Tax-Free Investing 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"
YouTube Link 2025-02-05T18:02Z 147K followers, [----] engagements
"You (Probably) Need Less Than You Think To Retire 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 2025-10-01T17:11Z 147K followers, [----] engagements
"8 Common Traps That Could Ruin Your Retirement ➡Sign up for moomoo today to receive generous signup bonuses and free access to our masterclass: https://start.moomoo.com/01Ek7n In this video we'll go through [--] common retirement traps that could cost you a lot of money. 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 2024-11-29T19:02Z 124K followers, 22.9K engagements
"5 Critical Moves Every Retiree Must Make In [----] Learn more about our services at https://www.parallelwealth.com/planning Theres a lot of uncertainty right now with the U.S. tariffs and how they might affect the market and a lot of retirees are feeling stressed and worried. So in this video I want to walk through a few things that every retiree should be doing to navigate times like this to reduce stress and live a more enjoyable 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"
YouTube Link 2025-05-02T17:02Z 136K followers, 22.8K engagements
"A Complete Canadian Retirement Income Guide ➡Our financial planning services: https://www.parallelwealth.com/planning In this video I'll go through how to actually turn your savings into a retirement income. We'll go through the main income sources in Canada including RRIFs LIFs TFSAs CPP OAS and more. Resources: ➡RRSP to RRIF article from Wealthsimple: https://www.wealthsimple.com/en-ca/learn/converting-rrsp-to-rrif#when_to_convert_a_rrsp_to_rrif ➡Our LIRA webpage: https://www.parallelwealth.com/lira ➡CPP application info:"
YouTube Link 2024-10-01T18:02Z 135K followers, 60.4K engagements
"All Tax Efficient Retirement Plans Have This. ➡More about our Financial Planning Services at https://www.parallelwealth.com/planning ➡Full Video: https://youtu.be/jIpOfUxnKI8 If you want to build an tax efficient retirement plan the best way to do that is to level your average tax rate as much as possible. You don't want to have one year with a 30% tax rate and the following year at 5%. Ideally you keep your average tax rate within 2% or 3% 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"
YouTube Link 2023-01-25T19:02Z 145K followers, [----] engagements
"5 Uncomfortable Retirement Truths You Need To Hear ➡Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] uncomfortable truths about retirement that everyone should 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: https://www.parallelwealth.com/investments ➡Parallel Wealth Masterclass:"
YouTube Link 2025-02-10T18:02Z 137K followers, 38.6K engagements
"4 Common Retirement Mistakes Canadians Must Avoid Learn more about our services at https://www.parallelwealth.com/planning In this video we'll have a few members of our team on to discuss [--] common retirement mistakes we've seen over the years. 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 2025-06-23T17:02Z 143K followers, 14.1K engagements
"Stop Using The 4% Rule The 4% rule is a common withdrawal strategy for retirees but it can lead to some big issues that you'll want to avoid 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"
YouTube Link 2025-04-09T17:02Z 135K followers, [----] engagements
"If Youre 50+ With Nothing Saved For Retirement Watch This ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Our budget guide: https://www.parallelwealth.com/budgetguide If you're over [--] with nothing saved for retirement it can be a pretty hopeless feeling. But I want you to know that there is still hope In this video I'll give you a step-by-step guide on how you can get your retirement savings back on track so that you can one day live an enjoyable retirement. If you have any further questions about this video's topic or any financial planning questions in general I"
YouTube Link 2024-10-07T18:02Z 125K followers, 21.1K engagements
"Want Less Money In Retirement Make These [--] Mistakes ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡Helpful Canadian Taxation Website: https://www.taxtips.ca/ ➡LIRA Website: https://www.parallelwealth.com/lira If you want to maximize your income and minimize tax in retirement do not make these [--] mistakes 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 2023-02-03T19:02Z 148K followers, 23.3K engagements
"The Ultimate Canadian Investment Guide For [----] ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡BCV Asset Management: https://bcvassetmanagement.com/ ➡Taxtips website: https://www.taxtips.ca/ In this video we'll go through the best ways to invest in Canada in [----]. We'll look at specific accounts you should be using as well as investment types that you may want to include in your portfolio. We'll also have on Chris Richard from BCV asset management to discuss alternative assets which is becoming more accessible to the common investor. If you have any questions about this"
YouTube Link 2023-01-09T19:02Z 139K followers, 114.1K engagements
"Potential Tax Changes YOU NEED To Know About (Capital Gains First Home Savings Account) As Parliament returns there are some key tax changes that may arise. On a smaller scale if you are a high income earner you may see a tax rate increase but the big one could be the potential changes to how capital gains are taxed. There's also a new tax-free account that could be on the way that will help under [--] year-olds save for their first home. Make sure you know these so you can properly prepare If you have any questions about this video's topic or retirement planning in general visit"
YouTube Link 2021-11-26T22:00Z 135K followers, 15.1K engagements
"Stock Market Crashes In Retirement: How To Protect Your Money Learn more about our services at https://www.parallelwealth.com/planning In this video well look into how retirees can protect their money using a cash wedge strategy which will help mitigate market risk and ensure a steady cash flow throughout retirement. Well also be joined by Chris Richard a portfolio manager at BCV Asset Management who we partner with to help implement the plans we create for our clients. If you have any questions about this video's topic or retirement planning in general visit https://www.parallelwealth.com/"
YouTube Link 2025-03-03T18:02Z 136K followers, 64.7K engagements
"Should You Be Debt-Free Before You Retire ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel"
YouTube Link 2024-07-31T18:02Z 141K followers, [----] engagements
"3 Steps For A Successful Retirement ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Full interview: https://youtu.be/F6nHgebHQfM Dr. Riley Moynes shares some practical steps for a successful 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:"
YouTube Link 2024-06-26T18:02Z 134K followers, [----] engagements
"20 Reasons Why You Should Retire Today ➡Fee For Service Planning: https://www.parallelwealth.com/planning Everyone dreams of retirement but when it comes time to actually pull the pin it can be a little frightening. If you're currently on the fence of retirement we'll go through [--] reasons in this video why you should retire today to see if it makes sense for you. 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"
YouTube Link 2023-10-30T18:02Z 122K followers, 51.4K engagements
"Every Retiree Can Cut This Expense If They Choose To ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN"
YouTube Link 2024-09-25T18:02Z 121K followers, 17.1K engagements
"Why Retirees Need a Social Life 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 2025-06-11T17:02Z 147K followers, [----] engagements
"Most Canadians Make This Investing Mistake. ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡2nd Channel: https://www.youtube.com/@ParallelWealthMoneyMastery A recent survey came out that said 75% of Canadians are misusing their TFSA. Let's fix that. 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 2023-09-13T18:08Z [--] followers, [----] engagements
"What Happens To Your RRSP Or RRIF If You Retire Abroad Fee for service financial planning: https://www.parallelwealth.com/ffs Resources for more information: - Section 217: https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/nr5.html - Tax Treaties: https://www.canada.ca/en/department-finance/programs/tax-policy/tax-treaties.html When retiring abroad there is a lot that goes into that decision. Over the next several weeks we'll look into different topics about retiring abroad. In this video we'll go through what happens to your RRSP or RRIF account when you retire"
YouTube Link 2021-09-24T21:00Z 133K followers, 23.3K engagements
"Don't Make This Early Retirement Tax Mistake 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"
YouTube Link 2025-09-17T17:02Z 145K followers, [----] engagements
"8 Things That Are A Complete Waste Of Money In Retirement Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] things that can often be a waste of money in retirement. ➡ [--] strategies to save thousands in taxes: https://youtu.be/xS5fgkttdPYsi=E4yoVuMA4JdGnKDM 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 2025-10-13T17:02Z 148K followers, 44.9K engagements
"004 TFSA Timing Tips RRSP Drawdowns & CPP Survivor Rules Ever wondered what really happens to your CPP if you pass away early or if pulling money from your TFSA in December actually makes sense In this episode of Retirement Unpacked Adam and Brett clear up common misconceptions and walk through practical strategies you can apply right away. We dig into CPP survivor benefits and sharing rules break down RRSP myths and the timing of RRIF/LIF conversions and explain when year-end TFSA withdrawals are actually worth it. Well also touch on DIY investing risks planning fees and why a proper"
YouTube Link 2025-09-27T13:01Z 146K followers, 14.2K engagements
"Delaying CPP To 70: What Happens If One Spouse Dies Before Starting ➡Our financial planning services: https://www.parallelwealth.com/planning When discussing CPP timing there is always the worry about dying before even starting it. In this video I'll go through a case scenario of a [--] year old couple that plans to start their CPP at age [--] but one spouse dies at age [--]. Is the surviving spouse in a worse position since they decided to delay CPP to [--] The answer may surprise you If you have any questions about this video's topic or retirement planning in general visit"
YouTube Link 2024-11-01T18:02Z 148K followers, 53.8K engagements
"5 Things Retirees Secretly Struggle With ➡Our financial planning services: https://www.parallelwealth.com/planning The financial piece of retirement is extremely important but what many soon-to-be retirees neglect is the psychological piece. In this video we'll go through [--] struggles many of the retirees I speak to go through that will hopefully help prepare you for what's to come. 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"
YouTube Link 2024-10-11T18:02Z 121K followers, 16.6K engagements
"This Investing Mistake Could Cost You Thousands ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN"
YouTube Link 2024-12-11T19:02Z 125K followers, [----] engagements
"Financial Advisor Explains: [--] Reasons To Fire Your Advisor Learn more about our services at https://www.parallelwealth.com/planning As an independent financial planner I speak with people regularly who have been working with financial 'advisors' who are charging high fees without providing any real value. And so in this video Ill discuss [--] key things to look out for in an advisor and provide actionable steps if a change is needed. 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 2025-03-10T17:02Z 141K followers, 14.7K engagements
"Not All Retirement Years Are Equal ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel Wealth"
YouTube Link 2024-09-11T18:02Z 119K followers, [----] engagements
"Retire Smarter: [--] Things Retirees Wish They Knew Earlier Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] things a lot of retirees learn too late 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 2025-05-26T17:02Z 137K followers, 15K engagements
"What The Super Bowl Teaches Us About Financial Planning Every financial plan is going to have bumps in the road. The important thing is don't let those bumps completely destroy your plan If something comes up in your financial world keep your eyes on your end goal and you'll be able to retire on time with enough money that you can enjoy. [--] 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 2022-02-14T22:00Z 131K followers, [----] engagements
"Tax Free Savings Account For Beginners Tips to Maximize your TFSA This is your Tax Free Savings Account Masterclass. Most Canadians are confused what a TFSA is and how to maximize the account. We explain how to do this - along with contribution limits redemptions and much more. If you are looking to maximize your TFSA then this video will give you all the knowledge you need to make it happen. We show you tips and tricks on how to take full advantage of the tax free investing and growth available in the account. We have been helping our clients since [----] when the TFSA was introduced and have"
YouTube Link 2020-09-01T14:48Z 141K followers, 63.9K engagements
"Spend More EARLY In Retirement Avoid These Money Mistakes Full video - [--] money mistakes to avoid in retirement: https://youtu.be/bCOrIEKyC9g One of the money mistakes we see a lot of retirees make is they don't spend enough early on in retirement. This leads to having a lot of money later on in life when you aren't really able to do as much and it will lead to a large tax bill upon death. Spend early on when you can still travel and be active [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies: https://amzn.to/308jzic Free Credit Report with Borrowell:"
YouTube Link 2021-11-15T22:00Z 135K followers, [----] engagements
"5 Critical Financial Goals To Hit Before You Turn [--] Learn more about our services at https://www.parallelwealth.com/planning Your 50s are a critical decade and so in this video we'll go through [--] financial goals you should be aiming to hit before you turn [--]. Our budget guide: https://www.parallelwealth.com/budgetguide 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 2025-03-17T17:02Z 134K followers, 13.7K engagements
"What Is Your Retirement Bucket List Leading up to retirement it's all about saving. But have you thought about how you'll actually spend that money 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"
YouTube Link 2025-03-19T17:04Z 134K followers, [----] engagements
"The Easiest Way To Pay Yourself In Retirement ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡2nd Channel: https://www.youtube.com/@ParallelWealthMoneyMastery 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: Getting More without"
YouTube Link 2023-10-04T18:02Z 122K followers, 11.1K engagements
"Understanding Withholding Tax And How It Works ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Fee For Service Planning: https://www.parallelwealth.com/planning Withholding tax can be a confusing process for some in retirement so in this video I'll break it down into simpler terms. It may seem that you are paying more tax than you actually owe but I assure you that is not actually the case 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 2023-03-24T18:02Z 145K followers, 11.7K engagements
"If I Wanted To Retire In [----] Id Do This ➡Our financial planning services: https://www.parallelwealth.com/planning If you're looking to retire soon then here's a step-by-step guide that will get you ready. 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"
YouTube Link 2024-12-20T19:02Z 126K followers, 18.8K engagements
"If You Keep Putting Off Retirement Watch This Learn more about our services at https://www.parallelwealth.com/planning Most people know they should plan for retirement but a lot of people put it off which can come with some costly consequences. In this video I'll discuss why we procrastinate planning for retirement and what 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 2025-09-22T17:02Z 146K followers, 10.5K engagements
"5 Reasons To Retire Today 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 Income for Life: Getting More without Saving"
YouTube Link 2025-03-31T17:02Z 135K followers, [----] engagements
"You've Saved $250000. When Can You Realistically Retire ➡Our financial planning services: https://www.parallelwealth.com/planning How much do you need to retire It's a question that can only be answered based on individual needs but in this video we'll go through how a [--] year old couple can retire with $250000 saved. 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 2024-06-10T18:02Z 136K followers, 63.3K engagements
"This Retirement Tip Will Save You A LOT Of Hassle #shorts See all [--] tips here: https://youtu.be/QiMXT7KE54k In the years leading up to retirement make sure to start transitioning to using a personal email address for your accounts. You don't want to run into issues because some account is still attached to your work email address that you no longer use [--] 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 2022-02-21T22:19Z 135K followers, [----] engagements
"This Tool Will 100% Lower Your Taxes In Retirement (Pension Income Tax Credit) The pension income tax credit is an easy way to save on tax in retirement. In this video we'll go through how much you can save as well as the eligible income that you are able to save on. Start incorporating this tax credit into your plan so that you can start saving Additional information: - https://www.advisor.ca/columnists_/frank-di-pietro/understanding-the-pension-income-tax-credit/ -"
YouTube Link 2022-08-29T21:02Z 140K followers, 23K engagements
"If Your Tax Rate In Retirement Looks Like This Youre Doing Things Right Head over to the @TheWealthyBarber for our full conversation 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"
YouTube Link 2025-07-03T17:02Z 139K followers, [----] engagements
"Important [----] Tax Changes Every Canadian Should Know (CPP RRSP TFSA FHSA & More) ➡Sign up for moomoo today to receive generous signup bonuses and free access to our masterclass: https://start.moomoo.com/01Ek7j ➡2025 tax numbers summary from advisor.ca: https://www.advisor.ca/tax/tax-news/essential-tax-numbers-updated-for-2025/#::text=The%20basic%20exemption%20amount%20forup%20from%20%24376.00%20in%202024. ➡Canadian tax credits: https://www.canada.ca/en/services/taxes/child-and-family-benefits.html ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll"
YouTube Link 2024-12-13T19:02Z 141K followers, 65.5K engagements
"The Retirement Withdrawal Strategy That Eliminates Market Risk In this video we'll go through how to plan for market corrections in retirement and how you can essentially eliminate them by properly structuring your portfolio. ➡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 2024-03-29T18:02Z 141K followers, 101.7K engagements
"5 Steps To Put Your Retirement Plan Into Action ➡Fee For Service Planning: https://www.parallelwealth.com/planning I've stressed the importance of having a retirement plan hundreds of times on this channel but what's the next step In this video I'll go through the [--] step process we use to help our clients implement their retirement plans so they can proceed smoothly. 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 2023-09-25T18:02Z 135K followers, 21.6K engagements
"5 Retirement Myths That Will Derail Your Future ➡Fee For Service Planning: https://www.parallelwealth.com/planning ➡Parallel Wealth Budget Guide: https://www.parallelwealth.com/budgetguide There are a lot of myths out there about retirement so let's debunk [--] of them in this video. 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"
YouTube Link 2023-06-26T18:02Z 122K followers, 11.8K engagements
"Double Your Tax Benefit CRA Approved Tax Planning Strategy ➡Our New Channel https://www.youtube.com/channel/UCwY3ZvNc_qCU-WuIKh-aulA ➡Our Services: https://www.parallelwealth.com/planning In this video we'll go through how charitable donations can help you lower your tax bill while helping others in need. 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 2023-03-31T19:02Z 135K followers, 30.8K engagements
"Withholding Tax Explained.What Is It & When Does It Apply Our free retirement ready e-book: https://www.parallelwealth.com/youtubeebook Full series playlist: https://www.youtube.com/playlistlist=PLGyu3db0g-Drea15bAXJV2sCe9Q6fVMUl As we learned previously in this video series when you take money out from a RRIF there is a minimum withdrawal. If you withdraw the minimum there is no withholding tax; withholding taxes only apply to withdrawals over the minimum amount. With this said you can set up withholding taxes even if you only withdraw the minimum. This is something we suggest so you do not"
YouTube Link 2021-04-21T16:00Z 145K followers, 20.1K engagements
"Why Single Retirees Are At A Huge Tax Disadvantage ➡Our financial planning services: https://www.parallelwealth.com/planning Single retirees are at a tax disadvantage in retirement so in this video I'll explain why and give some strategies that will help you navigate this. 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 2024-09-09T18:02Z 119K followers, 11.9K engagements
"5 Big Retirement Mistakes You Must Avoid In [----] ➡ Learn more about our services at https://www.parallelwealth.com/planning In this video we'll go through [--] retirement mistakes that you must avoid. 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 2025-01-10T18:02Z 142K followers, 96.9K engagements
"7 Steps You Must Take Before Retirement In this video we'll go through a [--] step pre-retirement checklist that Fred Vetesse goes through in his book Retirement Income for Life. ➡Retirement Income for Life: https://amzn.to/3TTfWoP ➡Our financial masterclass: https://www.parallelwealth.com/masterclass ➡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 2024-04-15T18:02Z 137K followers, 44.6K engagements
"THIS Is The Number [--] Retirement Derailer Full video: https://youtu.be/9YGsUg9dCek It's a cliche thing to say but you can have all the money in the world but without health you won't be able to live the retirement that you deserve. I've always said on this channel I'm working on my health today so that I can be there for my grandchildren in the future. As we head towards a new year think of some of the changes you can make to your life so you can be a healthier person in [----] and beyond. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies: https://amzn.to/308jzic"
YouTube Link 2021-12-15T22:00Z 135K followers, [----] engagements
"The Biggest Spending Regret Retirees Have In Their 80s and 90s Learn more about our services at https://www.parallelwealth.com/planning One of the biggest regrets many retirees have later in life is not spending more money in the early years of retirement. In this video well discuss a strategy we use in our retirement plans to help prevent this common mistake while also making sure youre financially secure in the later stages of life. Article referenced from Blackrock: https://www.blackrock.com/us/individual/literature/whitepaper/spending-retirement-assets-final-whitepaper.pdf If you have any"
YouTube Link 2025-03-07T18:02Z 133K followers, 10.9K engagements
"Retiring Single: [--] Things You Must Know Learn more about our services at https://www.parallelwealth.com/planning In this video I'll go through [--] things you should know if you're retiring single. 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 2025-09-08T17:02Z 144K followers, 13.7K engagements
"What Rate Of Return Do You Need In Retirement Your investments must align with your retirement goals. 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel Wealth"
YouTube Link 2024-01-03T19:02Z 131K followers, [----] engagements
"BREAKING: Bare Trust Filings Axed for [----] by CRA"
YouTube Link 2024-03-28T19:28Z 141K followers, [----] engagements
"I Saved Well But Didnt Know How To Draw It Down Heres What I Did Learn more about our services at https://www.parallelwealth.com/planning In this video we interview one of our clients Kent. Kent and his wife are [--] years old and about [--] years from retirement and in this video we discuss some of the concerns they had and how we were able to help them retire comfortably. 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 2025-06-16T17:02Z 138K followers, 11.7K engagements
"How To Create A Market-Proof Retirement Income Plan 📈 Discover how Steadyhand can help you implement your retirement plan: https://hs.steadyhand.com/gettoknowsteadyhand In this video we'll discuss the simple cash wedge withdrawal strategy that helps you mitigate market risk in retirement while also ensuring your short-term cashflow needs are always available. ➡ 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"
YouTube Link 2025-01-13T18:02Z 135K followers, 29.2K engagements
"A Critical Mindset Shift Every Retiree Must Make 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 2025-08-06T17:02Z 141K followers, [----] engagements
"You'll Probably Live Longer Than You Think ➡Black Friday Masterclass Sale: https://www.parallelwealth.com/masterclass 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN ➡Parallel"
YouTube Link 2024-11-27T19:02Z 123K followers, [----] engagements
"Have This Conversation With Your Spouse In Retirement ➡Our financial planning services: https://www.parallelwealth.com/planning 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: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN"
YouTube Link 2024-11-20T19:02Z 123K followers, [----] engagements
"6 Tax Tips Retirees Should Know Before [----] (Save Thousands) ➡Our financial planning services: https://www.parallelwealth.com/planning ➡Pension income 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-31400-pension-income-amount.html ➡GiveWise website: https://www.givewise.ca/utm_source=google&utm_medium=search&utm_term=jackwise&gad_source=1&gclid=Cj0KCQiA88a5BhDPARIsAFj595hKKnevMGeOPpZN2WDmoIaFYxtgwbkYVBlR0fifBD4ZMHHJYeRBtZ8aAmkNEALw_wcB In this video I'll go through 6"
YouTube Link 2024-11-11T19:02Z 123K followers, 17.9K engagements
"One of The Biggest Retirement Regrets One of the biggest regrets I hear from retirees in their 80s and 90s is that they wish they had spent and enjoyed their money earlier as it becomes much more difficult to do later in life. ** 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"
YouTube Link 2025-01-08T18:02Z 140K followers, [----] engagements
"Retiring With An Age-Gap Here's What You Need To Know ➡Our financial planning services: https://www.parallelwealth.com/planning ➡What happens if your spouse dies before starting CPP: https://youtu.be/VwRAUzR2xFM If you're retiring in an age-gap relationship there are some things you need to take into consideration as you plan for retirement. In this video we'll go through [--] of these things to help you avoid common mistakes I see with age-gap couples 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"
YouTube Link 2024-11-08T19:02Z 122K followers, [----] engagements
"How Much Money Do You Need to Retire In Canada ➡Fee For Service Planning: https://www.parallelwealth.com/planning How much do you need to retire It's an individualized question but in this video we'll go through some general guidelines (4% rule 25x rule) to help you know if you have enough to retire along with some real-life examples using our financial planning software to help 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 2023-10-06T18:02Z 139K followers, 112.8K engagements
"Trust Your Retirement Plan When The Market Is Down.DO NOT Panic Sell Learn more about our services: https://www.parallelwealth.com/planning Your investments are a massive part of your overall retirement plan so it's extremely important to manage them as so. You need to understand that the market is going to go up but it's also going to go down. If you focus on one small segment you are missing the full picture and it may lead you to panic sell. Trust that the market is going to rebound because it always does.you don't want to miss out on the rebound if you panic sell If you have any further"
YouTube Link 2021-11-30T22:00Z 122K followers, [----] engagements
"Planning To Pass Down Wealth In Retirement Watch This Learn more about our services at https://www.parallelwealth.com/planning If you've saved enough for your own retirement and are thinking about passing down some of your wealth to the next generation there is a lot to consider. So in this video we'll cover what you need to be thinking about so you can pass down your wealth the smart way. 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 2025-05-05T17:02Z 136K followers, 10.5K engagements
"Retiring Abroad TAX ISSUES You Need To Know ➡Parallel Wealth Masterclass: https://www.parallelwealth.com/education ➡Financial Planning Services: https://www.parallelwealth.com/planning Emigrating from Canada is more complicated than you might think so we'll go through some common questions that Canadians have on the process. We are joined by Christopher Dyck who is a Partner at Avisar CPA in Langley British Columbia who is an expert in this field. 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"
YouTube Link 2022-12-02T22:02Z 134K followers, 75.9K engagements
"What Retirees Should Know About the [----] Liberal Platform Learn more about our services at https://www.parallelwealth.com/planning With the liberals winning the [----] election there's some potential changes we'll see that retirees should know. We'll discuss personal tax rates capital gains RRIF minimums and more. Articles referenced in the video: ➡ https://www.ctvnews.ca/opinion/article/post-election-changes-to-your-taxes-what-you-need-to-know/ ➡ https://www.cbc.ca/news/politics/carney-cancels-capital-gains-hike-1.7490020 ➡ https://www.cbc.ca/news/politics/carney-hits-back-trump-1.7500990 If"
YouTube Link 2025-05-09T17:02Z 136K followers, 117.1K engagements
"A Lot Of Retirees Regret Purchasing 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 2025-10-15T17:02Z 148K followers, [----] engagements
"4 Things To Do One Year Before You Retire ➡Our financial planning services: https://www.parallelwealth.com/planning ➡My Service Canada: https://www.canada.ca/en/employment-social-development/services/my-account.html In the last year before retirement there are a number of things you need to think about and act on. In this video we'll go through [--] of these things to help get you prepared 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"
YouTube Link 2024-11-04T19:02Z 122K followers, 10.9K engagements
"I'm Retiring With $2+ Million Where Should I Withdraw First ➡Our financial planning services: https://www.parallelwealth.com/planning In this video I'll go through a client example of a couple who has saved over $2 million across their TFSAs RRSPs and joint non-registered account. We'll discuss the withdrawal strategy they were planning on implementing and then I'll show you the changes we made to their plan that will save them hundreds of thousands of dollars of taxes throughout their retirement. If you have any further questions about this video's topic or any financial planning questions"
YouTube Link 2024-09-23T18:02Z 121K followers, 58.9K engagements
"What Happens To Your RRSP At Retirement Financial Tip [--] Understanding the RRSP To RRIF Conversion: https://youtu.be/MRv-0lhryJs When you hit the age of [--] you must convert your RRSP to a RRIF but you can also do that conversion prior to age [--]. You are also able to partly convert your RRSP prior to 71.I discuss more if this strategy in the video 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:"
YouTube Link 2021-11-18T22:00Z 135K followers, [----] engagements
"THIS Is The Most Difficult Part Of Retirement Full video: https://youtu.be/H09kFFRjKlk We spend so much of our lives building up our retirement nest egg that when it's actually time to retire we don't actually know what to do with it What stocks are you selling to actually fund your retirement How much are you selling When should you sell All of these questions need to be built into a decumulation plan so you aren't making it up on the fly. [--] ways to level up your financial plan: Personal Finance for Canadians for Dummies: https://amzn.to/308jzic Free Credit Report with Borrowell:"
YouTube Link 2021-12-16T22:00Z 135K followers, [----] engagements
"TFSA vs. RRSP In Retirement.What Gives You More ➡Fee For Service Planning: https://www.parallelwealth.com/planning The TFSA and RRSP are both important accounts to utilize as you build up towards retirement but how should you use them once you've hit 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"
YouTube Link 2023-09-22T18:02Z 142K followers, 19.2K engagements
"Cut Out The Noise There's going to be many times throughout your retirement when there's a lot of bad headlines floating around. Right now it's tariffs and who knows what it'll be in the future. But it's important to cut out all of the noise and stay the course to keep your retirement on track. 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"
YouTube Link 2025-05-07T17:02Z 136K followers, [----] engagements
"When Should You Build A Retirement Plan ➡More about our Financial Planning Services at https://www.parallelwealth.com/planning ➡Full Video: https://youtu.be/9ixtBt8Rw1U If you are nearing retirement you should be looking to build a plan 5-10 years before your retirement date. This way it'll give you the ability to make adjustments in the years leading up so that you can have the most efficient plan as possible. 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"
YouTube Link 2023-01-18T19:02Z 135K followers, [----] engagements
"5 Reasons To Retire As Soon As Possible ➡Our financial planning services: https://www.parallelwealth.com/planning In this video we'll go through [--] reasons why you should retire as soon as you can. 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 2024-09-06T18:02Z 121K followers, 47.5K engagements
"DO NOT Go Down This Retirement Rabbit Hole #shorts Budgeting tool: https://www.parallelwealth.com/pl/254324 As you're entering retirement look at where your debt is coming from. If it's from bad spending or bad money management skills you need to address this problem. It's more difficult to pay off debt in retirement so it is paramount to get that under control. [--] 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"
YouTube Link 2022-02-22T22:00Z 145K followers, [----] engagements
"Retirement Regrets: The Biggest Regrets From [----] Year Old Retirees ➡Our financial planning services: https://www.parallelwealth.com/planning If you purchase a plan from us in December you'll be entered for the chance to win one of two free wills from Willful. The winners will be selected in January. In this video I'll go through [--] of the most common and biggest retirement regrets I hear from the 80-90 year old retirees I talk to on a daily basis. 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"
YouTube Link 2024-12-09T19:02Z 139K followers, 319.3K engagements
"3 Steps To Prepare For A Recession While In Retirement Learn more about our services: https://www.parallelwealth.com/planning Check out the Investing Academy: https://bit.ly/ParallelAcademy We could be entering a recession which can be a scary thing for those in retirement. We'll go through [--] steps that you can do to prepare for a recession so that you can avoid any unneeded stress 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 2022-06-02T21:02Z 145K followers, 13.3K engagements
"3 Ways Inflation Is Actually HELPING Canadians ➡Fee For Service Planning: https://www.parallelwealth.com/planning Inflation has hurt Canadians in many ways but it does help in certain areas especially for those in retirement. We'll go through [--] reasons why in this video. 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 2023-10-27T18:02Z 122K followers, 12.2K engagements
"20 Years of Canadian Retirement Knowledge In 1hr 57mins ➡ 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 Income for"
YouTube Link 2025-01-27T18:02Z 143K followers, 65K engagements
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