
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
| Publishes | Weekly | Episodes | 41 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

In episode 39 of Retirement Unpacked, Matthew and Peter break down how to gift money early from your non-registered account in a tax-efficient way, where you should invest after maxing out your RRSP and TFSA, how your RRSP meltdown strategy should ch... more
In episode 38 of Retirement Unpacked, Brett and Gord break down options if you are paying high fees and not getting any advice, the attribution rules around joint non-registered accounts, what age you can split your RRIF income with your spouse, whet... more
In episode 37 of Retirement Unpacked, Adam and Brett break down if it makes sense to withdraw more from your RRIF than you actually need, why your cashflow wedge should not be outside of your registered accounts, how to plan around an inheritance, RR... more
In episode 36 of Retirement Unpacked, Kyle and Peter break down why having zero tax years in retirement can be detrimental to your plan, how retirees can protect themselves against inflation, how to plan around large capital gains in retirement, the ... more
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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
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!
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.
I’ve been following Adam on YouTube for awhile now. Glad they are doing a long format about Canadian retirement planning.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #160 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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.
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These podcasts share a similar audience with Retirement Unpacked:
1. The Wealthy Barber Podcast
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3. The Rational Reminder Podcast
4. Stress Test
5. In the Money with Amber Kanwar
Retirement Unpacked launched 9 months ago and published 41 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Retirement Unpacked include:
1. Maria Dawes
2. Matthew Dennis
3. Brett Martinson
4. Gord Manzer
5. Kyle Martins
6. Martin Goudreault
7. Jon Kutney
8. Paul Grenier
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