ParallelWealth @Parallel_Wealth
Retirement Planning Specialists - Helping Canadians Coast to Coast. linktr.ee/parallelwealth Joined December 2022-
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Big news! Our new podcast, Retirement Unpacked, launches Sept 6! We’ll answer YOUR Canadian retirement questions – CPP, TFSA, taxes, lifestyle and more. Available soon on YouTube, Spotify & Apple Podcasts.
Retirement has phases. Your go-go years are the time to check off the bucket list. Don’t wait until you can’t do the big adventures. ✈️ Spend intentionally, plan wisely, and live fully while you can.
Morningstar & an estate attorney break down how taxes & trusts fit into estate planning. What’s missing? Retirement planning. The choices you make years earlier with income, savings & withdrawals shape your estate tax bill and how easily assets pass on.
Morningstar & an estate attorney break down how taxes & trusts fit into estate planning. What’s missing? Retirement planning. The choices you make years earlier with income, savings & withdrawals shape your estate tax bill and how easily assets pass on.
How much do you think you need to retire? Most people guess a million dollars – but the reality might surprise you. We ran real retirement scenarios with $250k, $500k, and $750k saved. Watch the video to see what the numbers actually show 👇 youtu.be/nYJWOZPIxPk
Have you heard of the RRSP meltdown strategy? We break it down in this video 👇 Want to see the RRSP meltdown in a case study? Head over to YouTube for a deeper dive! youtu.be/B_SafyDTFDQ
In case you’re new here – meet our team. The people behind the plans, helping Canadians retire with clarity and confidence.
A solid retirement plan includes more than just investments–it needs a buffer. That’s where the cash wedge comes in. Here’s why setting aside 2–5 years of income can protect you when markets dip.
BoC expected to hold the overnight rate at 2.75% with inflation still near 3% – no cuts this time (via @Reuters). 👍 Good news for retirees with fixed income 🏡 Tougher for variable-rate mortgages or upcoming renewals Official decision lands July 30.
We asked our planning team: What’s one retirement mistake you see all the time? From missed tax credits to not spending enough in the go-go years, their answers might help you avoid costly regrets. 🎥 Watch the video: youtu.be/QVeKO5TPwHA?si…
What’s your biggest question about retirement planning? 🤔 We’re always looking to create content that helps Canadians feel more confident about the future.
We often think of generational wealth as something passed down after death. But what if the wealth was given away “with a warm hand”? More on this in our full chat with @AdamBornn (@Parallel_Wealth) on The Wealthy Barber Podcast—link in bio.
Episode #20 is out now! Our guest this episode is @AdamBornn and Managing Partner at @Parallel_Wealth, a Canadian financial planning firm that specializes in helping people retire with confidence. Adam also runs an educational YouTube channel with over 138,000 subscribers where…
@AdamBornn (@Parallel_Wealth) shares the two biggest retirement mistakes he sees all the time. You might be making one without even realizing it. Catch the full conversation on our latest episode of The Wealthy Barber Podcast—link in bio.
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