Retirement Unpacked

Weekly explanations of retirement planning strategies for Canadians AI summary

Parallel Wealth Visit website › Business · EN · 63 episodes · latest 2026-11-07

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What it is about

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.

Publisher’s own description, taken unchanged from the podcast feed.
Parallel Wealth

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Latest episodes

  1. 2026-11-07 · 55 min · Episode 61

    On episode 61 of Retirement Unpacked, Gord Manzer and Steven Arnott discuss the key factors when deciding between taking the defined benefit pension or its commuted value, how OAS and OAS clawback fit into your overall…

  2. 2026-10-31 · 49 min · Episode 60

    On episode 60 of Retirement Unpacked, Brett Martinson and Michael Barichello discuss how to think about investment returns and safe withdrawal rates in retirement, why your income wedge should be built into each…

  3. 2026-10-24 · 59 min · Episode 59

    On episode 59 of Retirement Unpacked, Gord Manzer and Paul Grenier discuss the future of Old Age Security and if you should start planning for potential changes, how you should build in a potential inheritance into your…

  4. 2026-10-17 · 42 min · Episode 58

    On episode 58 of Retirement Unpacked, Adam Bornn and Kyle Martins discuss whether withdrawal strategy or asset allocation is more important in retirement, when living trusts can make sense, how singles vs. couples are…

  5. 2026-10-10 · 47 min · Episode 57

    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…

  6. 2026-10-03 · 48 min · Episode 56

    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…

  7. 2026-09-26 · 44 min · Episode 55

    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…

  8. 2026-09-19 · 1 hr 23 min · Episode 54

    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…

  9. 2026-09-12 · 1 hr 1 min · Episode 53

    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…

  10. 2026-09-05 · 43 min · Episode 52

    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…

Episode details from the publisher’s feed. Playback happens at the publisher.

Publisher details

Oldest episode in feed
09/2025 · over a year
Typical length
53 min
Format
Episodic Newest first, episodes stand alone

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