More Than Money

Hosted by CHQR / Curiouscast

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Episodes

100

Latest episode

Jun 2026

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About the show

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

Listen to episodes

60 recent

June 13, 202637 min

The Road to a Successful Retirement

On this week’s episode of More Than Money, Dave Popowich and Faisal Karmali discuss why a strong retirement plan needs the right portfolio structure behind it. Then, automotive journalist Matthew Guy joins the show to talk about RV travel, summer road trips, and what retirees should consider before hitting the open road. Next, Dr. Alex Bierman, Professor of Sociology at the University of Calgary, discusses loneliness among older Alberta adults and why social connection should be part of the retirement conversation. To close the show, Dave and Faisal ask what really makes a retirement successful: money, family, health, purpose, or a mix of all four.See omnystudio.com/listener for privacy information.

June 6, 202638 min

"Best of" Retirement and Well Being: The Psychology Behind the Plan

Join us for a special Best of More Than Money episode. To kick things off, Leanna and Rob walk through PKAG’s process for designing retirement portfolios and explain the key factors people should consider when building a plan for income, growth, risk, and long-term financial security. Next, Dr. Valerie Taylor, Professor and Head of the Department of Psychiatry at the University of Calgary, joins the show to discuss the mindset shift that can come with retirement. Then, Faisal and Rob ask an important question; are we overestimating how long we’ll truly enjoy the best years of retirement? To explore that, they’re joined by Dan Haylett UK-based retirement transition coach, who breaks down the concept of the “good years” and how it should shape your planning decisions. To wrap up the show, Dave and Leanna talk about how stress is showing up in retirement. From headlines and market volatility, to ongoing uncertainty, they explore how these pressures are affecting the retirement experience for many Canadians.See omnystudio.com/listener for privacy information.

May 30, 202637 min

Alberta Separation: Retirement Under Pressure

On this week’s episode of More Than Money, Rob Gerrie and Leanna Wachniak use Seniors’ Week as a starting point to ask a bigger question: are we doing enough to recognize, support, and plan for the realities seniors face today? They also look at Canada’s growing wave of retirements, with more people leaving the workforce each month and that number expected to rise in the years ahead. Then, economist Moshe Lander joins the show to unpack the potential economic impact of an Alberta separation referendum, including what uncertainty could mean for business investment, capital flows, energy markets, labour, real estate, retirement confidence, and Alberta’s relationship with the rest of Canada. Next, Rob and Leanna speak with Talia Bronstein, Director of Policy at the National Institute on Ageing, about elder abuse and the financial vulnerability facing many senior women in Canada. To close the show, Rob and Leanna walk through PKAG’s process for designing retirement portfolios and explain the key factors people should consider when building a plan for income, growth, risk, and long-term financial security.See omnystudio.com/listener for privacy information.

May 23, 202638 min

Retirement Planning Beyond “Do I Have Enough?”

On this week’s episode of More Than Money, Rob Gerrie and Dave Popowich look at Jet Li planning for retirement and Stephen Colbert preparing for the end of The Late Show, exploring what these career transitions can teach us about purpose, identity, and what comes next. Then, Dr. Valerie Taylor, Professor and Head of the Department of Psychiatry at the University of Calgary, joins the show to discuss the mindset shift that can come with retirement. Next, Brendan Pansky, Director of Training & Development at True North Mortgage, explains how falling house prices may delay retirement for Canadians counting on their home as part of their plan. To close the show, Rob and Dave ask whether “Do I have enough?” is really the right retirement question, and why planning should focus on the life you want your money to support.See omnystudio.com/listener for privacy information.

May 16, 202638 min

Carney’s $25B Question and the New Retirement Reality

On this week’s episode of More Than Money, Dave Popowich and Leanna Wachniak look at news stories affecting retirement, including a Statistics Canada discussion about nearly 1.2 million Canadians aged 65 and older are working or looking for work. They also discuss Robert Kiyosaki’s warning about U.S. boomers and explain why retirees should be careful not to get caught up in dramatic headlines. Then, Jim Stanford, Economist and Director at the Centre for Future Work, joins the show to break down Prime Minister Mark Carney’s proposed $25 billion Canada Strong Fund and what it could mean for Canadians and retirees. Next, Dr. Lorne Tyrrell, Professor of Medical Microbiology and Immunology at the University of Alberta, explains what Canadians should know about hantavirus. To close the show, Dave and Leanna walk through a fictional retired couple and how they would approach building a retirement plan around their goals, risks, and future decisions.See omnystudio.com/listener for privacy information.

May 9, 202637 min

Health Risks in Retirement: Why Canadians Need to Plan Beyond Money

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak explore the role health and health care planning can play in retirement. They begin with a notable Statistics Canada finding: Canada’s population is aging, with more Canadians now 65 and older, raising important questions about what that means for retirement planning. Then, Dr. Michael Antle, Department Head and Professor of Psychology at the University of Calgary, joins the show to discuss Alberta’s plan to make daylight saving time permanent and how that change could affect retirees. Next, Dr. Samir Sinha, Director of Health Policy Research at the National Institute on Ageing, breaks down a new study on shingles and why it remains a costly and often overlooked health risk for older Canadians. To close the show, Faisal and Leanna explain PKAG’s “health bucket” strategy and why planning for a possible health event should be part of a retirement plan.See omnystudio.com/listener for privacy information.

May 2, 202638 min

Carney’s Canada: Strong Abroad, Struggling at Home

On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie open with a critical retirement question: should you plan to age in your home, or is it time to consider alternatives? That leads into a deeper issue are we overestimating how long we’ll truly enjoy the best years of retirement? To explore that, they’re joined by Dan Haylett UK-based retirement transition coach, who breaks down the concept of the “good years” and how it should shape your planning decisions. Next, Jon Roe Senior Research Associate - Angus Reid, joins the show to assess public sentiment one year into Mark Carney’s leadership. The takeaway: Canadians see strength on foreign policy, but ongoing challenges when it comes to affordability. To close, Faisal and Rob step back and examine the bigger picture. Canada was once viewed as one of the best places in the world to live. Today, rising costs are changing that reality. The question they leave you with is straightforward: what changed and what does it mean for your future?See omnystudio.com/listener for privacy information.

April 25, 202639 min

What the Artemis Mission Can Teach You About Retirement

On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich compare the planning and execution behind the Artemis mission to the moon with the kind of preparation it takes to build a retirement plan. Then, Dave and Leanna sit down with Alex Bierman, Researcher at the University of Calgary, to discuss a new study from the University of Calgary’s School of Public Policy and the Angus Reid Group that found more than one-third of older homeowners are worried about being able to afford home upkeep. Next, Rob Gerrie and Leanna Wachniak are joined by David Shipley, CEO of Beauceron Security, to talk about the growing threat of cybercrime and why seniors remain one of the most vulnerable groups. To close the show, Rob and Leanna return to a topic they began last week: the history of retirement. This time, they look ahead to the future of retirement, exploring how it continues to evolve and whether newer trends, like working fewer days or retiring younger, could become more common in the years ahead.See omnystudio.com/listener for privacy information.

April 18, 202638 min

What the Liberal Majority in Canada means for Retirees

On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie discuss a new Statistics Canada report showing that 1 in 10 Canadians aged 55 and older who had retired were back at work in 2023, up from 7% in 2019, with most of that work being part-time. Then, they sit down with Lori Williams, Professor of Political Science at Mount Royal University, to talk about a major week in Canadian politics, including the Liberals securing a majority win in the by-elections and Mark Carney’s promise of more substance and less showboating. Next, Leanna and Rob are joined by Mario Canseco, President of Research Co., to explore why more Canadians are open to changes to the OAS system as concerns grow around affordability and Canada’s projected $78-billion deficit. To close the show, Leanna and Rob take a step back and look at the history of retirement. While retirement can feel like a natural part of life today, that has not always been the case.See omnystudio.com/listener for privacy information.

April 11, 202638 min

Should You Use AI to Plan Your Retirement?

On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich explore how artificial intelligence is starting to influence retirement planning, and what retirees should think about before turning to AI for financial guidance. Next, Leanna and Dave discuss a study showing how the people around us can affect how we age, including how negative relationships and ongoing stress can shape long-term well-being. Then, they’re joined by Nicole Dalmer, Associate Professor in the Department of Health, Aging and Society at McMaster University, to discuss why seniors are becoming the new “screenagers,” and what may be behind the rise in screen time among older adults. To close the show, Leanna and Dave compare AI-generated advice with human guidance, and explain why trust, context, and personal understanding still matter when planning for retirement.See omnystudio.com/listener for privacy information.