Retirement Unpacked

011 | CPP Break-Even, Estate Taxes, & TFSA Income Planning

Retirement Unpacked

Show Notes

In this week’s episode of Retirement Unpacked, Adam and Brett answer real retirement questions and unpack topics like evaluating financial products, understanding CPP timing, navigating RRIF taxes, and making informed pension and estate decisions. They break everything down in a clear and practical way that helps you apply the ideas to your own situation. They also walk through viewer scenarios involving TFSA withdrawals, cash wedges, planning timelines, and how different income sources work together once you stop working.

DISCLAIMER: This content is for informational and educational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments involve risk, and past performance is not indicative of future results. Any forward-looking statements are based on assumptions and may differ from actual outcomes. Please consult a qualified professional for personalized retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for decisions made based on this content.

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