Retirement Unpacked | A Conversation With Dave Chilton, The Wealthy Barber | BONUS Episode

Video Description

In this bonus episode, Adam sits down with David Chilton, author of The Wealthy Barber and one of Canada’s most trusted voices in personal finance. Dave shares why he spent 16 months completely rewriting his bestselling book and what Canadians need to know about today’s financial realities. They discuss rising living costs, housing challenges, RRSP and TFSA decisions, CPP timing, retirement withdrawals, estate planning, and the behavioural traps that can derail even the best intentions. If you grew up with The Wealthy Barber or simply want practical advice that actually sticks, this is a conversation you’ll enjoy. The Wealthy Barber Podcast: https://youtube.com/playlist?list=PL-RVRjdThrhHv9GsZYSpauPeSqcEA97PQ&si=Oxrsd4TTxrC2m_Bm Conversation With Preet: https://youtu.be/nPZvIYMSGcI?si=9x38k-hWggVR1HH3 Buy the Book: https://thewealthybarber.com/book/ 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/invest... ➡️Parallel Wealth Masterclass: https://www.parallelwealth.com/education More from Parallel Wealth: 🔗https://linktr.ee/parallelwealth The above affiliate links are provided for your convenience. If you click on a link and end up purchasing a product or service, this channel may receive compensation for the referral. We have personal vetted each product and service we provide links to. 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, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content. Timestamps 00:00 Welcoming Dave Chilton 02:02 Why Dave Rewrote a Canadian Classic 04:37 Making Money Simple Again 06:11 The Rules That Never Changed 07:40 RRSP vs TFSA and What Canadians Miss 09:23 The Psychology of Retiring Well 10:30 Why Custom Planning Matters More Than Ever 16:44 The Biggest Behavioural Traps 18:41 RRSP Myths 23:26 The Art of Financial Communication 30:53 The Hardest Chapter Dave Wrote 33:05 Quick-Fire Questions with Dave 42:19 Where to Find the New Edition 43:00 Conclusion