HeyJaredRetirement Unpacked
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.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 26, 2026
- Audience
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- Earliest in this view
- Jul 4, 2026
Latest episodes
055 | Set This Up BEFORE You Retire (Banks May So No After) (opens the original)
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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 financially retire, if it makes sense to withdraw more from your RRIF to fund your TFSA, and much more. Later in the episode, Martin Goudreault joins the show to discuss a unique tax planning opportunity where a client both contributed to his RRSP and withdrew from his RRIF in this same yea
054 | How Canadians Should Use Their TFSA In Retirement (opens the original)
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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 planning software, marginal vs. average tax rates in retirement, in-kind charitable donations, and much more. Later in the episode, Mathieu Huneault joins the show to discuss tax planning strategies for those with non-registered accounts with large unrealized capital gains. Brett
053 | If You're Retiring In 2027 With An RRSP, Listen To This (opens the original)
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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 a RRIF vs. just withdrawing from your RRSP, tax implications when gifting money to your kids, planning considerations when you love your job, and much more. Later in the episode, Peter Filippakis joins the show to discuss the importance of stress testing your retirement plan, whi
052 | 5 Reasons To Convert Your RRSP To A RRIF Before 71 (opens the original)
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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 rules, CPP child rearing years, when annuities make sense, and much more. Later in the episode, Martin Goudreault joins the show to discuss a case study where a couple had more than enough income to retire comfortably, and how the next conversation was how to make the plan the most
051 | Before You Put Your Home In A Trust, Listen To This (opens the original)
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On episode 51 of Retirement Unpacked, Brett Martinson and Matthew Dennis discuss whether it ever makes sense to put a house into a trust, clear up some confusion about what a cashflow wedge actually is, look at whether CPP really keeps up with "real-world" inflation, planning considerations for a disabled adult child, and much more. Later in the episode, Mathieu Huneault joins the show to discuss a client case study where a retired couple was hesitant to spend their savings even though they had
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