026 | The Truth About Living On CPP & OAS In Your 80s - Retirement Unpacked | Transcription & Insights

Audio

Description

In episode 26 of Retirement Unpacked, Adam and Brett break down future TFSA contribution limit projections, how OAS clawback can affect withdrawal strategy, whether or not CPP and OAS can cover your no-go phase, how much Canadians believe they need to retire, and a much more.Later in the episode, one of our planners, Gord Manzer, joins to discuss the prevalence of AI powered financial scams, and what you can do to protect yourself and your loved ones.Chapters: 0:00 Intro0:17 Future TFSA contribution limit growth3:54 Cashflow wedge with passive income investing8:00 In-kind transfer from RRIF to TFSA/non-reg14:26 Does OAS clawback affect withdrawal strategy?19:43 Will CPP and OAS cover no-go phase?25:00 Non-registered vs. universal life policy33:15 Do you have to start withdrawing from LIF right away?34:35 Small balance provision for LIFs42:11 How to avoid tax installments46:24 AI powered financial scams59:42 Do you need $1.7M to retire?

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes

🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Retirement Unpacked

026 | The Truth About Living On CPP & OAS In Your 80s

This episode hasn't been transcribed yet

Other recent transcribed episodes

13:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

Sign in to Audioscrape

Share this moment