Rephonic
Artwork for Retirement Unpacked

Retirement Unpacked

Parallel Wealth
Retirement Planning
Financial Planning
RRSP
Canada Pension Plan
Tax-Free Savings Account
Estate Planning
TFSA
Old Age Security
Tax Efficiency
Financial Literacy
Investment Strategies
Registered Retirement Savings Plan
Tax Planning
RIF
CPP
Decumulation
Reverse Mortgage
Cash Wedge Strategy
Registered Retirement Income Funds
Pension Income Splitting

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 pe... more

PublishesWeeklyEpisodes13Founded3 months ago
Number of ListenersCategory
Business

Listen to this Podcast

Artwork for Retirement Unpacked

Latest Episodes

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 t... more

In this week’s episode of Retirement Unpacked, Adam and Brett answer real retirement questions and unpack topics like evaluating financial products, understanding CPP timing, navigating RRIF taxes, and making informed pension and estate decisions. Th... more

In this episode of Retirement Unpacked, Adam and Brett answer real viewer questions on retirement planning. They cover when to defer OAS to reduce taxes, whether a cash wedge actually helps your portfolio, and how to move funds from an RRSP or RRIF i... more

Adam and Brett dive into some of the most misunderstood parts of Canadian retirement planning–RRSP taxes, TFSA rollover mistakes after death, and how to avoid losing your Old Age Security to clawbacks. They also unpack how inflation affects your go-g... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Wealthy Barber Podcast
The Wealthy Barber PodcastThe Wealthy Barber Inc.
Build Wealth Canada Podcast
Build Wealth Canada PodcastKornel Szrejber: Investor
Stress Test
Stress TestThe Globe and Mail
The Rational Reminder Podcast
The Rational Reminder PodcastBenjamin Felix, Cameron Passmore, and Dan Bortolotti
The Canadian Investor
The Canadian InvestorBraden Dennis & Simon Belanger

Hosts

Adam Bourne
Co-host of the show, founder and managing partner at Parallel Wealth, with a focus on retirement planning strategies.
Brett Martinson
Co-host of the show, certified financial planner and manager of the planning team at Parallel Wealth, specializing in addressing financial queries related to retirement.

Reviews

5.0 out of 5 stars from 28 ratings
  • 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 Podcasts
    5
    buddhabellies
    Canadaa month 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 Podcasts
    5
    MrTim42
    Canada2 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 Podcasts
    5
    buddhabellies
    Canada2 months ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#33
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

011 | CPP Break-Even, Estate Taxes, & TFSA Income Planning
Q: When do you recommend starting retirement planning?
Starting retirement planning 5 to 10 years before retirement provides a good runway, but planning can begin as soon as a person starts earning income.
011 | CPP Break-Even, Estate Taxes, & TFSA Income Planning
Q: If I retire at 60 and no longer will be contributing to CPP, how does the CPP payout compare at ages 60, 65, and 70?
For most people, delaying CPP until closer to 70 is still advisable, even with non-contributory years, due to the long-term benefits of increased monthly payouts.
008 | Pension Splitting Rules, TFSA Moves, & Investing After 60
Q: Is there a best time of year to retire?
It's usually financially beneficial to retire early in the year rather than at the year's end.
008 | Pension Splitting Rules, TFSA Moves, & Investing After 60
Q: What pension income can I split with my spouse before I turn 65?
You can split income from a defined benefit pension plan before 65.
006 | CPP Timing, RRSP Strategies, & TFSA Penalties Answered
Q: What tax implications arise from withdrawing from RRSP compared to RIF?
The amount withdrawn from RSP is taxable at your income level, and planning is critical to manage your tax efficiently during retirement.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Retirement Unpacked

What is Retirement Unpacked about and what kind of topics does it cover?

This podcast focuses on key retirement strategies for Canadians, providing practical insights into income planning, tax efficiency, and navigating various retirement accounts such as RRSPs, TFSAs, and RRIFs. Regular episodes address real-life questions from listeners, offering expert advice on managing retirement funds, understanding the implications of withdrawing from these accounts, and optimizing benefits like the Canada Pension Plan and Old Age Security. Noteworthy is the blend of theoretical financial planning and actionable tips that cater to individuals approaching retirement, making complex topics more accessible and relatable.

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?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Retirement Unpacked, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Retirement Unpacked?

Rephonic provides comprehensive predictive audience data for Retirement Unpacked, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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. Stress Test
4. The Rational Reminder Podcast
5. The Canadian Investor

How many episodes of Retirement Unpacked are there?

Retirement Unpacked launched 3 months ago and published 13 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Retirement Unpacked?

Rephonic provides full transcripts for episodes of Retirement Unpacked. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days