More Than Money

More Than Money

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

Episodes

August 9, 2025 38 mins

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 ...

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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 f...

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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...

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July 19, 2025 38 mins

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 R...

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Faisal and Rob explain what “tariff numbness” means for Canadians nearing retirement, including the hidden risks of forced retirement and stalled trade deals. Erin Bury from Willful joins to share how entrepreneurs can build better estate plans, and Dr. Mike Moffatt weighs in on how smart downsizing could help seniors and fix Canada’s housing crunch. Plus, Faisal and Rob unpack the risks of relying on market avera...

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How Lifestyle Medicine Can Help You Thrive in Retirement

Dr. Jennie Ding shares how lifestyle medicine can support better gut health, energy, and longevity using science-backed habits that help you thrive through retirement and beyond.

Where Are Canadians Going Instead of the U.S. This Summer?

Travel expert Lesley Keyter shares why more Canadians are avoiding the U.S. this summer and exploring hidden gems closer to home. Plus some ...

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From misinformation to media fatigue, today’s news cycle can overwhelm even the most informed. 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.

What does a wave of potential Alberta referendums mean for your voice and your wallet? Political scientist Lori Williams unpacks the Alberta Next panel, plus ...

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Elizabeth Brown from Single Seniors for Tax Fairness explains why single seniors face higher tax burdens and what policy changes could help. Laura Tamblyn Watts, President & CEO of CanAge, shares a report urging early dementia diagnosis and stronger community support. Katharine Zhang, Partner at Walsh LLP, highlights common estate planning mistakes, including TFSA and RRSP designation traps.

Dave and Leanna discuss how emotiona...

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Oil production shutdowns, U.S. tariffs, and global uncertainty are putting Alberta’s energy future, and potentially retirees’ finances at risk. What does it mean for taxes, inflation, and your investments?Faisal Karmali and Leanna Wachniak will break it down with the President of Canadians for Affordable Energy Dan McTeague on this week's episode of More Than Money QR Calgary.

Selling U.S. Property: Avoiding Tax Pitfall...

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Inflation Is Down, But Food Prices Are Up
Grocery prices are still rising, even as overall inflation has dropped to its lowest level in more than three years. On this week's episode of More Than Money, Leanna Wachniak and Rob Gerrie will talk to economist Sylvain Charlebois about why we're not seeing relief in stores and how this will impact your retirement.

The Cost of Living After Living?
A recent report from the Money...

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The G7 Meeting

G7 finance ministers and other financial dignitaries are meeting in Banff as a precursor to the Leaders’ Summit next month.

On this week's episode of More Than Money Leanna Wachniak and Faisal Karmali will talk to Political Scientist Lori Williams about the meeting and what it could mean for you and our economy.

Should Alberta Separate?

Faisal and Leanna will also be talking to Moshe Lander about the potential econom...

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Join Faisal Karmali and Leanna Wachniak for More Than Money as they talk to Stefanie Ricchio, Tax Expert and Spokesperson for TurboTax Canada about why many Canadians didn't file their taxes on time, and what they can do about it now.

Economist Moshe Lander will tell us why it might not be all good news for retirees if the Bank of Canada cuts interest rates three more times by the end of the year.

And communications expert Kristin ...

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May 3, 2025 38 mins

Join Faisal Karmali and Rob Gerrie for More Than Money as they talk with Bonnie-Jeanne MacDonald, Director of Financial Security Research, from the National Institute on Ageing about a new proposal called the Pension-Back Benefit which would see your estate get a lump-sum payment of your CPP if you die before you can start drawing it.

Are there any dangers in choosing an executor of your will who doesn't live in your province or co...

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Join Dave Popowich and Faisal Karmali for More Than Money as they discuss the impact of whatever party is elected to run Canada on Monday, April 28th. We'll speak with Political Scientist Lori Williams about what financial incentives are being promising the final days of the election campaign, and what could those mean for your retirement?

Can buying gold help protect you from economic uncertainty, or will it just tie up your money...

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Join Dave Popowich and Faisal Karmali for a special More Than Money show. They'll explore how the Canadian election, U.S. trade tensions under President Trump, and global instability could impact your retirement.

Experts Dr. Jack Mintz, Lori Williams, and Jamie Ellerton will discuss what voters need to know about economic policy, resilience, and Canada's financial future. Faisal and Dave will also share strategies to help you protec...

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Join Dave Popowich and Leanna Wachniak on More Than Money when they'll speak with Economist Moshe Lander about how much these election promises will cost taxpayers if they make good on them.

Also on the show, Richard Forbes, Principal Economist, Conference Board of Canada to talk about the long and short-term economic impact of the tariffs and another dip in consumer confidence.

And what is a adventure travel and why are Canadians ch...

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Join Faisal Karmali and Leanna Wachniak on More Than Money when they speak with Political Scientist Duane Bratt about financial election promises from the candidates during this campaign and if they will work for the candidates and for Canadians.


Also on the show, Hilary McMeekin from the Alberta Securites Commission has some tips to help avoid being defrauded out of your savings.


And Dr. Jennie Ding will discuss how your gut...

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Join Dave Popowich and Leanna Wachniak on More Than Money when they'll speak with Elizabeth Brown from Single Seniors for Tax Fairness about why they want the government to change the rules to help single seniors too.

Also on the show, The CRA Ombudsperson says the bare trust changes were a 'waste of time and effort'. Dave and Leanna will get Kim Moody's tax take on what happened and what the government should do next.

And popular vi...

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Join Dave Popowich and Rob Gerrie on More Than Money as they sit down with Lori Williams, Political Scientist at Mount Royal University to discuss Canada’s new Prime Minister, Mark Carney. Who is he, what does his leadership mean for the next election, and how will Canada navigate challenges from the U.S.?

Also on the show: More retirees are turning to gig work to supplement their income—but are you prepared for the tax implications...

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Join Dave Popowich and Faisal Karmali on More Than Money as they speak to economist Moshe Lander about the impact of these new tariffs and the trade war between Canada and the U.S.

Also on the show, Canada Infrastructure Bank CEO Ehren Cory reveals how clean energy investments and bold trade infrastructure projects could reshape Canada’s economy. Don’t miss his take on navigating U.S. trade tensions and what it means for the future ...

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