
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 | 49 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

In episode 47 of Retirement Unpacked, Brett Martinson and Matthew Dennis discuss whether you should make your spouse a joint owner of your non-registered account, the key considerations before downsizing your home and renting, LIRA unlocking rules an... more
In episode 46 of Retirement Unpacked, Adam Bornn and Kyle Martins discuss how CPP adjusts for inflation, the risk of delaying to 70, how to manage and replenish your cashflow wedge as you walk through retirement, the trade-offs of selling your home t... more
In episode 45 of Retirement Unpacked, Kyle and Michael discuss the pros and cons of DIY retirement planning and DIY retirement planning software, whether it makes sense to carry a mortgage into retirement when you have a defined benefit pension, when... more
In episode 44 of Retirement Unpacked, Matthew and Gord discuss when you should actually use your cashflow wedge and how to structure it, whether you need RRSP contribution room to unlock a LIRA, if it makes sense to structure your income in a way to ... 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 | #96 |
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A Canadian retirement-focused show that unpacks income strategies, tax planning, government benefits (CPP/OAS), registered accounts (RRSPs, RRIFs, TFSAs), estate planning, and lifestyle decisions. Episodes mix practical case studies with Q&As, guest experts, and behind-the-scenes insights on planning processes, transparency, and value in advisory services. Noteworthy elements include a strong emphasis on fee transparency, values-aligned investing, and real-world planning scenarios tailored to Canadians, making it useful for both listeners planning their retirements and professionals seeking credible retirement guidance for clients.
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4. The Canadian Investor
5. In the Money with Amber Kanwar
Retirement Unpacked launched a year ago and published 49 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. Matthew Dennis
2. Maria Dawes
3. Brett Martinson
4. Martin Goudreault
5. Gord Manzer
6. Kyle Martins
7. Jon Kutney
8. Paul Grenier
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