Retirement Unpacked
Parallel WealthRetirement 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 pe... more
| Publishes | Weekly | Episodes | 38 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
In episode 35 of Retirement Unpacked, Brett and Jon break down RRIF successor annuitant vs. beneficiary designations, if it makes sense to do an RRSP meltdown if you have a large RRIF,TFSA, and non-registered account, whether or not you can contribut... more
In episode 34 of Retirement Unpacked, Michael and Paul discuss when it doesn’t make sense to delay your CPP and OAS, strategies to reduce taxes both during your lifetime and at death, estate planning considerations for blended families, and much more... more
In episode 33 of Retirement Unpacked, Matthew and Kyle break down your options for large lump sums later in life, whether or not it makes sense to convert your RRSP before you retire, what rate of return you should use in your plan, how to coordinate... more
In episode 32 of Retirement Unpacked, Brett and Peter break down fee-for-service vs. ongoing financial planning, the assumptions behind your CPP estimate, how to reduce large capital gains in retirement, renting vs. owning in retirement, probate plan... more
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- Episode 25 Investment Planning Fees
Towards the end of episode 25, there was a discussion of fees for investments and planning and how, with 1.5M a person should only pay, for example, .75% for investment fees and .75 for planning (and should truly be getting both those services). My question is, of the 0.75 investment fees does that also include the MER / TER or trading fees for equites? Many financial advisors say they only charge 0.75 but then, many of the funds they are using have MERs in excess of 1%…it gets tricky trying to... more
Apple Podcasts5ScottH999
Canada3 months ago - Great to see parallel wealth in Podcast format
Thank you Adam and team for the weekly podcast. I’ve been watching Adam’s YouTube channel almost from the beginning and I’ve learned a lot about financial planning and ways to save on taxes in retirement. Great to see more Canadian content!
Apple Podcasts5buddhabelliesCanada7 months ago - Podcast format doubles benefit
Q&As are very relevant and interesting. Having it in a podcast means I can learn more about retirement planning while exercising, which is another part of preparing to enjoy retirement. Thanks for this enhancement to the already useful video series.
Apple Podcasts5MrTim42Canada8 months ago - Great to see parallel wealth in Podcast format
I’ve been following Adam on YouTube for awhile now. Glad they are doing a long format about Canadian retirement planning.
Apple Podcasts5buddhabelliesCanada8 months ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #83 | Canada/Business |
Talking Points
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Audience Metrics
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Frequently Asked Questions About Retirement Unpacked
What is Retirement Unpacked about and what kind of topics does it cover?
The show centers on retirement planning for Canadians, breaking down income strategies, tax planning, CPP, OAS, TFSAs, RRSPs, RRIFs, estate planning, and generational wealth. Episodes mix practical strategies with audience questions, covering fee transparency, withdrawal sequencing, asset allocation, and living well in retirement. A notable strength is the long-form, Q&A format that blends traditional planning topics with psychological and behavioral insights, plus guest planners that broaden perspectives on personalized retirement strategies.
Where can I find podcast stats for Retirement Unpacked?
Rephonic provides a wide range of podcast stats for Retirement Unpacked. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Retirement Unpacked and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Retirement Unpacked get?
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What are the audience demographics for Retirement Unpacked?
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How many subscribers and views does Retirement Unpacked have?
To see how many followers or subscribers Retirement Unpacked has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Retirement Unpacked?
These podcasts share a similar audience with Retirement Unpacked:
1. The Wealthy Barber Podcast
2. Build Wealth Canada Podcast
3. The Rational Reminder Podcast
4. Stress Test
5. In the Money with Amber Kanwar
How many episodes of Retirement Unpacked are there?
Retirement Unpacked launched 8 months ago and published 38 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Retirement Unpacked?
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Where can I see ratings and reviews for Retirement Unpacked?
Rephonic pulls ratings and reviews for Retirement Unpacked from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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How do I access podcast episode transcripts for Retirement Unpacked?
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What guests have appeared on Retirement Unpacked?
Recent guests on Retirement Unpacked include:
1. Gord Manzer
2. Kyle Martins
3. Martin Goudreault
4. Jon Kutney
5. Paul Grenier
6. Kyle Martin
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.