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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
126 Episodes
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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.
Faisal and Leanna dig into a major blind spot in many retirement plans: health care. From out-of-pocket medical costs to the rising need for long-term care, they explain why planning for your health is just as important as planning for your wealth. Then, Tegan Hill from the Fraser Institute joins to unpack Alberta’s pension proposal, the potential $334 billion transfer, and how it could impact your retirement income. Whether you support it or not, this is a debate every Albertan retiree should be watching. Next, economist Moshe Lander explains how Canada has stayed resilient amid rising tariffs and global trade tensions and what retirees need to know about how it affects your investments, household costs, and financial plan. To wrap up, Faisal and Leanna tackle the questions they hear most often: Can I afford to retire? What happens if things don’t go as planned? They share personal insights and real-world scenarios to help you navigate uncertainty with confidence.See omnystudio.com/listener for privacy information.
Join us for a special "Best of" episode of More Than Money, we talk to Ofer Niv, a transformational healer and guide, reveals how retirees can clear blocks and unlock more purpose, vitality, and joy. Then, Longtime journalist and SAIT educator Laura Knop-Wright joins us to explore how to tell news from noise and why retirees need to think critically before reacting to headlines. Also, we discuss retirement planning process, goals for plan, common questions from retirees and carrying a mortgage into retirement.See omnystudio.com/listener for privacy information.
On More Than Money, Dave Popowich and Rob Gerrie talk to Todd Boss, contributor to Forbes, about the growing popularity of pickleball among older adults and how staying active later in life can bring purpose, community, and better health in retirement. Then, Phil Soper, CEO of Royal LePage, breaks down why more Canadians are retiring with a mortgage and how that impacts long-term financial planning, cash flow, and housing decisions.From managing debt and investment portfolios to building an active lifestyle after 60, this episode explores how retirement is evolving—and how you can stay ahead of the game.See omnystudio.com/listener for privacy information.
On this week's Episode: Is 70 the new 65? Dave opens up about how aging has redefined his goals, mindset, and approach to life—don’t miss this powerful conversation. Bad Assets = Bad Retirement Andrew McCreath, Founder and CEO of Forge First Asset Management, is worried that bad assets are putting your retirement at risk. Tune in to learn how to take control of these assets before they take control of you. Thriving in Retirement, Even After the Honeymoon Phase Cyn Meyer, a Retirement Coach opens up about what happens a few months into retirement when the reality sets in and it's time to face your purpose. She shares practical advice and steps you can take to rewire your habits.See omnystudio.com/listener for privacy information.
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