More Than Money

Hosted by CHQR / Curiouscast

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Episodes

100

Latest episode

Oct 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

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60 recent

October 17, 202619 min

Grandma Tourism: The Joys and Costs of Caring

On this week’s episode of More Than Money , Dave Popowich and Rob Gerrie discuss a new Edward Jones report revealing the financial toll of caregiving, with some Canadians spending more than $10,000 a year supporting loved ones. How can you care for family without jeopardizing your own retirement? Then, discover the growing trend of “grandma tourism,” where travellers embrace a slower pace of life through food, family and tradition. Lesley Keyter, CEO and Founder of The Travel Lady, joins Dave and Rob to explore how travellers are connecting with cultures through cooking classes and experiences led by local grandmothers. See omnystudio.com/listener for privacy information.

October 10, 202619 min

Bonus Episode: Alberta's Economic Outlook and the Referendum

On this bonus 30 minute episode, Faisal chats with Mark Parsons, Vice President and Chief Economist at ATB Financial, to examine Alberta’s economic outlook for 2027, including how referendum uncertainty could affect growth, investment and retirees. To close the show, Faisal and Rob look at the financial realities of retiring abroad, from CPP and OAS benefits to taxes, healthcare coverage and the potential costs of moving back to Canada. See omnystudio.com/listener for privacy information.

October 10, 202638 min

Will the Referendum Affect Your Retirement?

On this week’s episode of More Than Money, Faisal Karmali and Dave Popowich discuss the growing challenges of funding a long retirement, from the gap left by workplace pensions to balancing financial security with enjoying your active years. Then, Salimah Walji-Shivji, CEO of AgeCare, joins the show to explain how families can prepare for the move to continuing care, including assessments, choosing a facility and navigating the transition. Next, Faisal and Dave explore whether younger Canadians should prioritize experiences today over saving for retirement, and how to strike a balance between the two. With Alberta’s October 19 referendum approaching, they also discuss how families can navigate political disagreements and why important conversations about estate planning shouldn't wait. See omnystudio.com/listener for privacy information.

October 3, 202638 min

Retirement Planning in the Shadow of Alberta’s Referendum

On this week’s episode of More Than Money, Faisal Karmali and Dave Popowich look at what Rob Carrick learned during his first year of retirement, including spending more than expected and the growing importance of health. Are we too focused on reaching a retirement number and not enough on planning for what retirement will actually look like? Then, tech analyst and journalist Carmi Levy joins the show to explore how AI could help seniors manage their health and stay independent longer, while also making fraud and scams harder to detect. Next, Dr. Saskia Sivananthan, Founder and CEO of The Brainwell Institute, discusses the challenges families face after a dementia diagnosis, from coordinating medical care to navigating home care and housing. To close the show, Faisal and Dave discuss Alberta’s upcoming referendum and what potential changes could mean for your retirement plan, including government benefits, taxes and investments. See omnystudio.com/listener for privacy information.

September 19, 202619 min

The Retirement Divide: Generational Pressure and Different Timelines

On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie are joined by Anthony Quinn, President of CARP, to discuss whether older Canadians are being unfairly blamed for the economic pressures facing younger generations and what changes to OAS or health care could mean for the future. Then, Faisal and Rob discuss what happens when couples retire at different times and how to plan when one person is ready to stop working before the other. See omnystudio.com/listener for privacy information.

September 12, 202618 min

Could AI Push You Into Retirement Early?

On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie look at new research suggesting workers 55 and older in jobs more exposed to AI have become more likely to leave the workforce. If technology changes your career before you’re ready to retire, should AI now be considered a retirement-planning risk? Then, Dr. Jerome Leis of Sunnybrook Health Sciences Centre joins them to discuss new Canadian research showing how rapid testing in long-term care homes could identify respiratory infections faster and help reduce ER transfers. See omnystudio.com/listener for privacy information.

September 5, 202638 min

Retirement and a Changing World of Taxes, Digital Legacy and Health Care

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak look at how taxes change once you retire and whether being too cautious with your savings can lead to underspending. Then, Erin Bury, Co-Founder and CEO of Willful, joins them to discuss griefbots, digital likenesses and who should control your online identity after you die. Next, Salimah Walji-Shivji, CEO of AgeCare, explains Alberta’s continuing care system, the different levels of care and what families should know before a decision has to be made in a crisis. To close the show, Faisal and Leanna break down PKAG’s Health Bucket, what it is designed to cover and how retirees can prepare for health-care costs that may arise later in life. See omnystudio.com/listener for privacy information.

August 22, 202638 min

The Retirement Reset

Join us for a special Best of More Than Money episode. Leanna and Faisal start by exploring what can surprise people most once retirement actually begins, from changes in spending and routine to the emotional side of leaving work. Next, Leanna and Rob speak with Esme Fuller-Thomson from the Institute for Life Course and Aging about how lifelong learning can help retirees stay mentally sharp and socially connected. Then, Dr. Emily McDonald of McGill University joins Rob and Leanna, to discuss why medications can pile up over time and how annual medication reviews may help. To close the show, Dave and Faisal look at TFSAs and why many Canadians aged 55 to 59 are using far less than their available contribution room. See omnystudio.com/listener for privacy information.

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.