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More Than Money

More Than Money

Hosted by CHQR / Curiouscast

BusinessNewsExplicit
WebsiteRSS feed

Episodes

100

Latest episode

Aug 2026

Language

EN

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
August 8, 202637 min

Retirement Under Pressure: Pensions, Public Health and Portfolio Growth

On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie discuss the growing gap between public and private-sector pensions and whether governments should expand workplace retirement coverage. Then, Mario Canseco, President of Research Co., joins them to examine a new survey on whether health-care professionals should be allowed to object to participating in Medical Assistance in Dying. Next, microbiologist Jason Tetro “The Germ Guy”, explains why Alberta’s rising number of tick reports matters for retirees who enjoy gardening, golfing and spending time outdoors. To close the show, Faisal and Rob break down PKAG’s Growth Bucket, why retirees still need growth and how it supports future income.See omnystudio.com/listener for privacy information.

July 25, 202638 min

Doom Spending, Brain Health and Retirement Reality

On this week’s episode of More Than Money, Rob Gerrie and Leanna Wachniak explore “doom spending” and how retirees can tell whether their purchases support their goals or are driven by fear. Then, they’re joined by Tim Bruckner, Professor and Chancellor’s Fellow of Public Health at the University of California, Irvine, to discuss whether work may help slow cognitive decline and how retirees can replace the routine and social connection it provides. Next, Anthony Damtsis of the CAAT Pension Plan also shares new research comparing Canadians’ retirement expectations with retirees’ actual experiences. To close the show, Rob and Leanna discuss how political uncertainty surrounding Alberta’s October referendum could affect retirement decisions and when it makes sense to adjust a financial plan.See omnystudio.com/listener for privacy information.

July 18, 202638 min

Planning, Protection and the Right Advice

On this week’s episode of More Than Money, Dave Popowich and Rob Gerrie discuss a recent Benefits Canada article reporting that half of Canadians worry about outliving their retirement savings. How can a proper plan make that uncertainty more manageable? Then, more Albertans are receiving fraudulent text messages claiming their health cards have expired and need to be replaced. David Shipley, CEO of Beauceron Security, explains how these scams work and how people can protect themselves. Next, Dave and Rob look at how Canada’s major pension plans build their portfolios around the payments they will need to make years and even decades into the future. What can individual retirees learn from this disciplined approach to investing? To close the show, they explore what to consider when choosing a financial advisor, including how they plan, communicate, and charge for their services. How can you determine whether an advisor is the right fit for your retirement, or whether it may be time for a change?See omnystudio.com/listener for privacy information.

July 11, 202638 min

Pensions, Pipelines and the Path to Retirement

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak look at why Canadians place such a high value on guaranteed retirement income and what those without a workplace pension can do to create more financial security. Then, Salimah Walji-Shivji, CEO of AgeCare, joins the show to explain Alberta’s continuing care system, the different levels of care available, and how retirees can prepare for future costs before a crisis occurs. Next, economist Moshe Lander discusses two major pipeline proposals involving Alberta oil and what their potential economic impact could mean for retirees and their finances. To close the show, Faisal and Leanna explore the Financial Independence Retire Early movement and what Canadians in their 40s and 50s should consider if they hope to retire ahead of schedule.See omnystudio.com/listener for privacy information.

July 4, 202638 min

Smarter Choices for Retirement

On this week’s episode of More Than Money, Dave Popowich and Faisal Karmali explore why many Canadians are choosing not to downsize in retirement, despite concerns about housing options. Then, Rob Gerrie and Leanna Wachniak speak with Dr. Emily McDonald of McGill University about why regular medication reviews can matter as prescriptions build up over time. Next, Faisal and Leanna are joined by Fidelity’s Michelle Munro to discuss retirees using AI for budgeting, taxes, and retirement planning, and why many still prefer human advice. To close, Dave and Faisal look at why Canadians aged 55 to 59 are leaving so much TFSA contribution room unused, despite the potential tax benefits in retirement.See omnystudio.com/listener for privacy information.

June 27, 202637 min

Retirement’s First 90 Days: Spending, Separation and Starting Over

On this week’s episode of More Than Money, Rob Gerrie and Leanna Wachniak discuss why many retirees struggle to spend their savings, even when they can afford to. Then, divorce and family lawyer Russell Alexander explains the financial realities of a “silent divorce,” when a marriage gradually comes apart without a major conflict. Next, Esme Fuller-Thomson from the University of Toronto explores how returning to school later in life can support brain health and help retirees build new social connections. To close the show, Rob and Leanna discuss the often-overlooked first 90 days of retirement, particularly for Alberta tradespeople whose work provided routine, purpose, and community.See omnystudio.com/listener for privacy information.

June 20, 202638 min

Life 3.0: Investing, Reinvention, and Loneliness in Retirement

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak discuss a recent topic from The Globe and Mail’s Second Act series on reinventing retirement: could prediction markets become part of your retirement portfolio as they grow in popularity? Many of these articles use the word “investment,” but is that really the right word? Faisal weighs in. Then, they are joined by retired Calgary oil and gas executive Ed Malcolm, who shares his outlook on retirement through the idea of Life 1.0, Life 2.0, and Life 3.0. Life 1.0 is your school years, Life 2.0 is your working years, and Life 3.0 is your retirement years. Ed also discusses his latest business venture, Thermae Eleven, a new outdoor-only spa, and explains why he decided to take on something new in retirement. To close the show, Faisal and Leanna turn their attention to Seniors’ Loneliness Awareness Week and a topic that does not get enough attention: loneliness among older men. We live in the most connected world in history, yet many older men are quietly becoming more isolated. When a career ends, so can a built-in social network, and men are often the last to reach out when they need support.See omnystudio.com/listener for privacy information.

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.

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