Weekly Round-Up -- June 11, 2026

Good morning! This week Dave sits down with retirement planner Adam Bornn for an insightful conversation on how Canadians can build a retirement plan that actually works in the real world.

Also this week, with graduation season now here, Dave shares why he believes financial literacy may be one of the most valuable gifts you can give a young person starting the next chapter of life.

And finally, Dave made a major announcement this week: After decades of helping Canadians stress less about money and improve their financial lives, The Barber is officially beginning the transition into retirement. We hope the lessons shared over the years will continue to stick with people and help future generations live more financially confident, less stressful lives. Thank you for all the incredible support along the way.

PODCAST
Adam Bornn (Returns): Retirement Planning Tips & Common Mistakes to Avoid

Our guest this episode is Adam Bornn — founder of Parallel Wealth Financial Group and the creator of the Parallel Wealth YouTube channel, one of Canada's largest channels devoted to retirement planning. Adam returns to the show to focus on a single, high-stakes subject: how Canadians can build a retirement plan that actually works, and the common mistakes that quietly derail one.

In this episode, Dave and Adam dive into the realities of the retirement transition, from the most common mistakes people make to how to balance spending early with the cost of care later in life. They break down the "go-go, slow-go and no-go" years, why health and finding joy matter as much as the numbers, and when the ideal time to start planning really is. Adam also explains when it makes sense to convert an RRSP to a RRIF and how a TFSA can act as a flexible lever account inside a broader plan.

The conversation also explores the issues that complicate real-world retirement, including the squeeze on the sandwich generation, why more retirees are helping their adult kids financially, and how to plan around large age gaps or being single. Adam digs into some of the costliest missteps too, from taking CPP early when you don't need to, to letting registered accounts grow tax-deferred for too long and running into the OAS clawback. Along the way, they cover tax planning when liquidating cottages and rental properties, the limited role of reverse mortgages and HELOCs, and how to think about high market valuations and cash wedges in retirement.

Whether you're years away from retirement or already making the transition, this episode is packed with practical, tax-smart insights to help you avoid the mistakes that cost retirees the most. Tune in now on our website, YouTube, Apple Podcasts, Spotify and all other podcasting platforms!

Dave’s Retirement

The Barber is closing shop.

REAL ESTATE
Changes Coming to the Condo Markets in Canada

Benjamin Tal explains why the next generation of condos won’t look like the last one.

THROWBACK THURSDAY
The Budget Cuts People DON’T Regret

⏪Throwback Thursday: What’s something you’ve cut from your budget recently and don’t miss at all?

“Alcohol. Starbucks. Cable TV. What do these three things have in common?”

The Graduation Gift That Keeps on Giving

Give the graduation gift that keeps on giving!

REAL ESTATE
Does Canada Have Too Much Business Regulation and Red Tape?

Dave and Benjamin Tal discuss why many Canadian businesses feel overwhelmed by regulation.

Grade 11 Students at CVRHS Showing Off Their New Copies of “The Wealthy Barber”

A special day with the Grade 11 students at CVRHS. Great to see these students taking their first steps toward a strong financial future.

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