ABOUT THIS PODCAST 🔗
Retirement Unpacked is a weekly podcast by Parallel Wealth Financial Group. Our planners break down key retirement topics for Canadians—income strategies, tax planning, CPP, OAS, TFSAs, RRSPs, RRIFs, lifestyle choices, and estate planning. We answer real questions from YouTube, emails, and client conversations, giving you practical insights and strategies to retire with confidence, clarity, and peace of mind.
Join us each week as we unpack retirement together.
Join us each week as we unpack retirement together.
Update frequency:
weekly
Average audio length:
53 minutes
English
Canada
59 episodes
since Sept. 5, 2025
episodic
LATEST EPISODE 🔗
On episode 57 of Retirement Unpacked, Adam Bornn and Matthew Dennis discuss why we often suggest delaying CPP but not OAS, when you should actually use your income wedge, gifting strategies and which accounts you should consider gifting from, and much more.Later in the episode, Kyle Martins joins t…
SEARCH PAST EPISODES
Search past episodes of Retirement Unpacked.
PREVIOUS EPISODES 🔗
On episode 56 of Retirement Unpacked, Adam Bornn and Gord Manzer discuss if there is a minimum RRSP amount needed to delay your CPP to 70, when CPP sharing can make sense, whether you need an income wedge for your entire retirement, how to manage large capital gains in retirement, moving money from…
On episode 55 of Retirement Unpacked, Paul Grenier and Michael Barichello discuss how RRSP tax deductions work, why it could make sense to set up a HELOC before retiring, why people keep working when they can financially retire, if it makes sense to withdraw more from your RRIF to fund your TFSA,…
On episode 54 of Retirement Unpacked, Brett Martinson and Jon Kutney discuss how to utilize additional TFSA contribution room in retirement, how to incorporate dividends into your cashflow (income) wedge, DIY retirement planning software, marginal vs. average tax rates in retirement, in-kind charit…
On episode 53 of Retirement Unpacked, Adam Bornn and Martin Goudreault discuss when you should convert your RRSP to a RRIF if you're retiring in 2027, whether or not you need a cashflow wedge in your TFSA, converting to a RRIF vs. just withdrawing from your RRSP, tax implications when gifting money…
On episode 52 of Retirement Unpacked, Gord Manzer and Michael Barichello discuss why converting your RRSP to a RRIF before 71 can make sense, where to allocate a large cash sum before retiring, LIF maximum withdrawal rules, CPP child rearing years, when annuities make sense, and much more.Later in …
On episode 51 of Retirement Unpacked, Brett Martinson and Matthew Dennis discuss whether it ever makes sense to put a house into a trust, clear up some confusion about what a cashflow wedge actually is, look at whether CPP really keeps up with "real-world" inflation, planning consideratio…
On episode 50 of Retirement Unpacked, Adam Bornn and Brett Martinson discuss DIY retirement planning software options for Canadians, whether extended health and dental coverage is worth it for retirees, how retiring with two pensions can change withdrawal strategy, and much more.Later in the episod…
On episode 49 of Retirement Unpacked, Paul Grenier and Jon Kutney discuss the Home Buyers' Plan vs. the FHSA and how these tools can be used if you're close to or in retirement, the cashflow wedge (of course), how spousal RRSPs work in retirement, and much more.
Later in the episode, Peter Filippak…
On episode 48 of Retirement Unpacked, Adam Bornn and Mathieu Huneault discuss how retiring early affects CPP and non-contributory years, what to consider if you have multiple RRSP accounts, why most retirees should consolidate their accounts, when it makes sense to convert your RRSP to a RRIF, and …
Disclaimer: The podcast and artwork embedded on this page are from Parallel Wealth, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
PODCAST SEARCH ENGINE
You can use our website to search 3,821,958 podcasts and 195,437,509 episodes by people, places, or topics.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
SEARCH PAST EPISODES
Search past episodes of Retirement Unpacked.
CLAIM THIS PODCAST
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post classified ads for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
podcaster interview...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
our official X (formerly Twitter) account will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
EDIT
Thank you for helping to keep the podcast database up to date.
