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More Than Money is your weekly guide to retirement, from financial strategies to lifestyle planning, we cover what really matters in making the most of your retirement—because it’s about more than just money.
Hosted by Portfolio Managers and Investment Advisors Dave Popowich and Faisal Karmali, along with Wealth Advisors Leanna Wachniak and Rob Gerrie.
Learn more at www.morethanmoneyradio.com
Hosted by Portfolio Managers and Investment Advisors Dave Popowich and Faisal Karmali, along with Wealth Advisors Leanna Wachniak and Rob Gerrie.
Learn more at www.morethanmoneyradio.com
130 Episodes
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On More Than Money, Rob Gerrie and Leanna Wachniak sit down with University of Calgary economist Trevor Tombe to unpack an unpredictable economy, a new prime minister, and shifting policy and what it could all mean for retirement in 2026. They’re also joined by tech analyst and journalist Carmi Levy for a timely conversation on how AI dominated headlines in 2025, and what its rapid evolution could mean for Canada’s future as we head into 2026. To close out the show, Rob and Leanna tackle an important planning question: what happens when your financial advisor retires, and how can that transition be handled smoothly?See omnystudio.com/listener for privacy information.
On More Than Money, Faisal Karmali and Leanna Wachniak sit down with Dr. Catherine Franssen, Neuroscientist and Founder of Franssen Strategies, to explore how financial stress, especially around the holidays, can overload our brains and impact decision-making. They’re also joined by marketing and branding expert Tony Chapman, Founder of Chatter That Matters, for a conversation on finding a renewed sense of purpose in retirement. Faisal and Leanna wrap up the show by sharing how thoughtful retirement planning can make room for meaningful experiences, like a trip you didn’t even know you wanted to take yet.See omnystudio.com/listener for privacy information.
On More Than Money, Faisal Karmali and Rob Gerrie speak with Larry Mathieson, President & CEO of Unison for Generations 50+, about supporting seniors in need and the impact of charitable giving. They also talk with Chris Marineau from Lions Foundation of Canada Dog Guides about The Difference Campaign and the push to raise $20 million to build a new national training school. Next, Ryan Preston from the Veterans Association Food Bank explains why donations are down 80% and why urgent help is needed. Finally, Holli Bjerland from the Alzheimer Society of Alberta & NWT shares how Canadians can support those affected by Alzheimer’s this holiday season.See omnystudio.com/listener for privacy information.
Join us for a special Best of episode where we revisit some of the most important conversations we’ve had about how retirement is changing, financially, socially, and structurally. We start with how aging and health can reshape where you live. Robert Hocking, Co-Founder of Adaptive Living, shares what Canadians should consider as their needs evolve. Next, we look at why Canadians may need to rely more heavily on private savings in the years ahead. Ian Bragg, VP of Research & Statistics at SIMA, explains whether stronger personal savings habits could be the key to improving Canada’s retirement income system. Then, Paul Kershaw - Founder of Generation Squeeze and UBC Professor, joins us to ask a big question: Is it time to overhaul Old Age Security? Finally, Dave and Leanna break down what Canadians say they’re planning for in retirement versus what the data shows and the hard truths we all need to think about when preparing for the future.See omnystudio.com/listener for privacy information.
Join us for a special “Best Of” episode of More Than Money. We revisit how Boomers and Gen X viewed retirement as a clear finish line, while Millennials and Gen Z are rewriting what retirement even means. Also, we explore whether AI can truly help you plan your retirement, or if traditional planning methods still deserve the spotlight. Then, Dave and Faisal share why they created their retirement group, PKAG. Finally, Leanna and Rob talk about how they first met Faisal and Dave and what led them to join the team.See omnystudio.com/listener for privacy information.
On More Than Money, Faisal Karmali and Leanna Wachniak talk with Heather Spurrell, Relationship & Leadership Coach, about how to shape the years that come after you retire. Faisal and Leanna also explore the question, “If you could know your future health, would you want the answer?” Finally, they break down why they built their 4-Bucket Strategy and how it guides retirees through every stage of life after work.See omnystudio.com/listener for privacy information.
November is Make-A-Will Month, so what’s stopping you? Faisal Karmali and Rob Gerrie chat with Erin Bury from Willful about why it’s so important to have a will in place. Then, Ben McCabe from Bloom Finance joins to talk about rising costs and what Canadians can do to keep up. Plus, Faisal and Rob share what led them into the world of finance and why helping Canadians retire with confidence is still what drives them today.See omnystudio.com/listener for privacy information.
On More Than Money, Dave Popowich and Leanna Wachniak sit down with Benjamin Tal, Deputy Chief Economist at CIBC World Markets Inc., to unpack the unpredictable state of Canada’s economy and what it could mean for retirees. Then, they talk with Stephen Fine from Snowbird Advisor about new fingerprinting and photo requirements for Canadians heading south this winter. Finally, Dave and Leanna share what continues to drive their passion for helping Canadians plan, protect, and enjoy their retirement.See omnystudio.com/listener for privacy information.
On More Than Money, Faisal Karmali and Rob Gerrie talk with Laura Tamblyn Watts of CanAge about how to start tough conversations about aging. Dr. Lynora Saxinger shares why Alberta’s new COVID-19 vaccine rollout has many frustrated. Kaci-Ann Phillips explains how doomscrolling impacts mental health. Finally, Faisal and Rob discuss the common mistakes families make when protecting their children’s inheritance.See omnystudio.com/listener for privacy information.
On More Than Money, Lori Williams, Political Analyst and Professor at Mount Royal University, joins Leanna Wachniak and Dave Popowich to unpack what the 2025 Calgary municipal election means for retirees - from property taxes to how city decisions affect your financial future. Then, Leanna and Dave discuss The Art of Spending Money by Morgan Housel, exploring how retirees can spend with confidence, find balance between saving and living, and make their money support the life they’ve worked for.See omnystudio.com/listener for privacy information.
On More Than Money, Leanna Wachniak and Dave Popowich talk with Hilary McMeekin from the Alberta Securities Commission about how retirees can spot scams and protect their finances during Cyber Security Awareness Month. Tony Chapman, Founder of Chatter That Matters, shares how to redefine yourself after retirement. Finally, Leanna and Dave ask: Should you give money to your adult children and how much is too much?See omnystudio.com/listener for privacy information.
On More Than Money, Leanna Wachniak and Dave Popowich talk with Paul Kershaw, Founder of Generation Squeeze and Professor at UBC, about the proposed overhaul of Old Age Security (OAS) and what it could mean for Canadian retirees. As Financial Planning Month reminds us, now is the time to review your retirement plan, ensure your income strategy is secure, and take control of your financial future.See omnystudio.com/listener for privacy information.
On More Than Money, Leanna Wachniak and Dave Popowich talk with Chris Gallaway, Executive Director, Friends of Medicare about the concerns surrounding the continuing care system in Alberta. Then, Dr. Jason Foster, Labour Relations expert at Athabasca University, talks about a teachers’ strike could be on the horizon in Alberta, and that means classrooms closed and grandparents could be called into action. Then, Leanna and Dave talk about, can ChatGPT plan your retirement?See omnystudio.com/listener for privacy information.
On More Than Money, Leanna Wachniak and Rob Gerrie talk with Anne-Elise Cugliari Allegritti, VP of Research & Communications from Royal Lepage about why 54 percent of Canadians with properties in the U.S. have either sold or are thinking of selling. Then, Claire Newell, Founder and President of Travel Best Bets, talks about the ways retirees can make travel less stressful and more enjoyable. Then, Leanna and Rob share with you the origin story of why they joined the advisory team.See omnystudio.com/listener for privacy information.
On More Than Money, Faisal Karmali and Dave Popowich talk with Dr. Emily McDonald, Lead author, Associate Professor at McGill University about a new tool for medical professionals to help de-prescribe unnecessary medications for patients. Then, Ian Bragg - VP of Research and Statistics @ SIMA, talks about how private savings are on the rise. Then, Faisal and Dave share with you the origin story of why they created their partnership.See omnystudio.com/listener for privacy information.
On More Than Money, Faisal Karmali and Rob Gerrie talk with Gere Woldu from the Alberta Motor Association to clear up misinformation about senior driving and discuss how seniors and their families can find support on the road. Then, Moshe Lander, Economics Professor at Concordia University, breaks down Carney’s five nation-building projects. Also, Faisal and Rob dive into whether retirement is changing across generations.See omnystudio.com/listener for privacy information.
On More Than Money, Dave Popowich and Leanna Wachniak talk with Robert Hocking, Co-founder of Adaptive Living about why preparing your home now is key to living comfortably and safely in retirement. Then, Dr. Catherine Franssen, Neuroscientist and Founder of Franssen Strategies, unpacks the science behind pumpkin spice and why this seasonal flavour sparks such a powerful emotional response. Also, Dave and Leanna share personal stories about the challenges and lessons they learned while caring for their parents.See omnystudio.com/listener for privacy information.
Join us for a special "Best of" episode of More Than Money, we talk to Phil Soper - President and CEO of Royal Le Page, on how 3 in 10 Canadians planning to retire within the next two years say they will carry a mortgage into retirement. Next, Mike Moffatt, Economist and Founding Director of University of Ottawa’s Missing Middle Initiative, talks about why should downsizing be a top consideration for seniors when planning their retirement. Then, we have Cyn Meyer, Founder of Second Wind Movement and A Retirement Life Coach discusses what the “honeymoon phase” of retirement looks like and why does it end for many people? Also, Dave Popowich talks about his own experience with aging and how it has influenced the way he thinks about retirement.See omnystudio.com/listener for privacy information.
On More Than Money, Faisal Karmali and Dave Popowich explore the forces disrupting retirement in Canada. Kathryn Bush, Senior Fellow at the C.D. Howe Institute and former chair of the Association for Canadian Pension Management’s National Policy Committee, joins us to discuss the national pension dashboard in development and what it could mean for retirement planning. Then, Corinne Pohlmann, Executive VP of Advocacy at the Canadian Federation of Independent Business, breaks down the ripple effects of recent labour disruptions, from mail and airlines to delivery services, on both businesses and retirees. We also examine how Canada’s OAS overhaul and persistent inflation are reshaping the retirement landscape.See omnystudio.com/listener for privacy information.
On More Than Money, Dave Popowich and Rob Gerrie talk to Dr. James Talbot about why Albertans now have to pay for COVID-19 shots and what it means for seniors. Then, Patrice Lindo explores how retirees can use AI to turn experience into purposeful side gigs and how AI is changing retirement planning. We discuss the risks, rewards, and why having a financial advisor for retirement still matters.See omnystudio.com/listener for privacy information.
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