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Hosted by Parallel Wealth · 🇺🇸 US · EN-CA · 46 episodes
Established thought leaders with verified media credentials.
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.
Parallel Wealth hosts Retirement Unpacked, a business show with 46 episodes published.
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
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 stru
In episode 43 of Retirement Unpacked, Adam and Brett discuss the laddered income strategy and whether it makes sense to use inflation as your “ladder,” what your options are if your TFSA is maxed and you still have exces
In episode 42 of Retirement Unpacked, Brett and Paul break down the importance of using conservative assumptions in your retirement plan, the CPP child-rearing provision, retiring with an age gap, if it makes sense to st
In episode 41 of Retirement Unpacked, Jon and Martin break down what happens to your TFSA upon death, whether or not the CRA allows you to take a loan to invest in your TFSA, how income splitting rules differ between def
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
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
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 cap
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, wh
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 b
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 i
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. owni
In episode 31 of Retirement Unpacked, Adam and Gord break down if it makes sense to delay your OAS, what happens to CPP if you retire early, the pros and cons of renting vs. holding onto your house in retirement, when in
In episode 30 of Retirement Unpacked, Kyle and Mathieu break down what age you should think about starting an RRSP meltdown, whether there's a need for a cashflow wedge if you don't need the money, how couples should pla
In episode 29 of Retirement Unpacked, Adam and Matthew break down whether delaying OAS is actually worth it, if one spouse should start CPP early when both have the max benefit, how to think about the RRSP meltdown in th
In episode 28 of Retirement Unpacked, Brett and Michael break down if children receive any CPP benefit if their parents pass away, when spousal loans make sense, why it's normal to be nervous heading into retirement, if
In episode 27 of Retirement Unpacked, Adam and Jon break down what percentage drop in the market should trigger using your cashflow wedge, whether or not you should start CPP at 60 if you've already maxed it out, what to
In episode 26 of Retirement Unpacked, Adam and Brett break down future TFSA contribution limit projections, how OAS clawback can affect withdrawal strategy, whether or not CPP and OAS can cover your no-go phase, how much
In episode 25 of Retirement Unpacked, Adam and Paul break down how OAS clawback works year to year, whether it still makes sense to delay CPP to 70 if you stop contributing early, the best place to park money when you do
In episode 24 of Retirement Unpacked, Brett and Matthew break down rate of return assumptions and what to do if the market significantly outperforms your plan, why you should drawdown your RRSP/RRIF even if it means forg
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Retirement Unpacked is hosted by Parallel Wealth. The show is categorised under business and has published 46 episodes.
Retirement Unpacked has published 46 episodes.
Retirement Unpacked regularly covers business. It sits in the business category.
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