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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Jenna Jivraj Podcasts
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 crunc…
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We're Rounding Up a Best-of Episode to Celebrate Stampede Week
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36:55How 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 a…
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How to Cut Through The Noise To Find The Truth
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37:55From 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 …
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Avoiding Estate Mistakes, and Overcoming Emotional Money Decisions
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38:14
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38:14Elizabeth 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…
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Selling Property, Shifting Energy, and the Oil Outlook
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36:49
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36:49Oil 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 o…
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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 r…
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The G7 & The Real Cost of Alberta's Separation
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38:34The 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 Separa…
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Why Interest Rate Cuts Aren't Always Good
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34:27Join 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 inter…
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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…
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Retirement, Going for Gold, and the Hudson's Bay
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36:22Join 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 buyi…
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How Global Uncertainty and Election Promises Could Shape Your Financial Future.
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37:34Join 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 Ca…
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Candidates Are Promising to Spend and Save
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36:16Join 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 anot…
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Financial Election Promises on the Campaign Trail
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38:29Join 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 bei…
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Tax Rules Favour Married Couples, Leaving Single Retirees at a Disadvantage
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38:29Join 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 M…
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Will Political Uncertainty Impact Your Retirement?
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37:48
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37:48Join 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 turnin…
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The Tariffs Are Here, So What Happens Now
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37:24Join 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. D…
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Consumer Confidence Could Impact Your Retirement and How to Improve Your Gut Health
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37:25Join Faisal Karmali and Leanna Wachniak on More Than Money as they delve into why consumer confidence is down and how it is impacting retirement. Also on the show, it's gut check time! We'll talk to Harvard-trained Lifestyle Medicine Physician Dr. Jennie Ding about gut health and why it's important as we age. See omnystudio.com/listener for privacy…
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Removing Interprovincial Trade Barriers, and Capital Gains changes continue to rake in money
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37:44
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37:44Join Dave Popowich and Rob Gerrie on More Than Money. They'll talk with economist Trevor Tombe about how interprovincial trade barriers and could be the key to fighting the tariffs. CIBC tax expert Jamie Golombek will talk about how the Canadian government has brought in billions with the proposed capital gains tax changes and they're not yet even …
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Tariff Threats: Imposed, Paused, & What's Next?
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38:03Join Faisal Karmali on More Than Money as he talks to economist Moshe Lander about the tariff threat impact, Sylvain Charlebois about the impact of the "Buy Canadian" trend and Lesley Keyter about the impact on travel for Canadians. Also on the show, Charlene Nadalin will talk about a new Amintro Family app that helps connect and support caregivers…
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Join Dave Popowich and Rob Gerrie on More Than Money as they talk to Shez Bandukwala, Managing Director, KPMG Corporate Finance Inc. & Partner, Deal Advisory, about how U.S. tariffs could influence the valuation of Canadian companies. Also on the show, Kim G C Moody, Founder of Moodys Private Client and Moodys Tax, talks about a recent court case w…
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Join Dave Popowich and Leanna Wachniak on More Than Money as they talk to Moshe Lander, Economics Professor, Concordia University, about what trade tensions could mean for Canada's relationship with the U.S. Also on the show, Lori Williams, Political Scientist, Mount Royal University, about Trump's impact on Canada and specifically the Liberal lead…
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Join Faisal Karmali and Leanna Wachniak on More Than Money as they talk to Trevor Tombe, Professor of Economics, University of Calgary & Research Fellow at the School of Public Policy, about the proposed Alberta Pension Plan: will it ever get off the ground? Also on the show, Raj Tandon, Founding Partner, Algonquin Capital, talks about what he fore…
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Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Dr. Sylvain Charlebois, Professor and Senior Director, Agri-Food Analytics Lab, about how food inflation is hitting Canadians and if the GST holiday is actually helping. Also on the show, Laura Tamblyn Watts, President & CEO of CanAge, discusses a new report that sheds some li…
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What place should dividend paying stocks have in your portfolio?
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37:23
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37:23Join Dave Popowich and Rob Gerrie on More Than Money as they talk to Tom Stachiw, Wealth Advisor, Advising Representative, Connor, Clark & Lunn Private Capital Ltd., about how investing in dividend paying stocks can impact your retirement. Also on the show, Ken Lin, Partner, Quadrant Accounting, discusses all things tax. See omnystudio.com/listener…
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Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Eric St-Pierre, Executive Director, Trottier Family Foundation, about how climate change is costing you and what Canadian philanthropists are doing to influence climate policy. Also on the show, Lesley Keyser, The Travel Lady, talks about escaping the cold Canadian winter: whe…
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Join Dave Popowich on More Than Money as he talks to Moshe Lander, Economics Professor at Concordia University, about Trump's proposed tariffs and what they could do to the Canadian economy. Also on the show, Kelley Keehn, Founder and CEO, Money Wise Institute, discusses strategies to help women navigate retirement. Kerrie Hale, Co-Chair, Dying wit…
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How do tax changes impact you and what should you do about it?
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38:10Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Ken Lin, Partner with Quadrant Accounting, about recent tax changes and how they could impact your retirement. Also on the show, Faiz Khaku, licensed Mortgage Agent and Director AOD with Indi Mortgage, talks about what to expect if you have a mortgage renewal coming up. And Alexa…
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Are you worried about running out of money in retirement?
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37:35
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37:35Join Faisal Karmali and Leanna Wachniak on More Than Money as they talk to Frank Switzer, Managing Director, Investor Relations, Public Affairs and Communications, Canada Pension Plan Investment Board, about how Canadians are feeling about retirement and what the CPP Investment Board is doing about it. Also on the show, Dr. Joyce Johnson, naturopat…
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Are Canadians feeling pessimistic about the future?
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37:18
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37:18Join Faisal Karmali and Leanna Wachniak on More Than Money as they talk to Erin Bury, Co-founder and CEO at Willful, about a new survey that suggests that, despite a drop in inflation, Canadians remain pessimistic about the cost of living. Also on the show, Julia Garner, Estate Planning Specialist, CIBC Private Wealth, talks about how insurance can…
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Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Faiz Khaku, licensed mortgage agent and director AOD with Indi Mortgage, about everything you need to know about having a mortgage in retirement. Also on the show, Parisa Mahboubi, senior policy analyst, C.D. Howe Institute, talks about what Canada's new immigration targets me…
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Join Rob Gerrie and Leanna Wachniak on More Than Money as they talk to Lisa Raitt, Vice-Chair, CIBC Capital Markets, and Managing Director, Global Investment Banking about the upcoming U.S. election and its potential financial and political impact on Canadians. Also on the show, Hilary McMeekin, Director, Communications and Investor Education, talk…
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Join Dave Popowich and Rob Gerrie on More Than Money as they talk to Connor McFarland, CFA, Vice President, and alternative credit strategist, PIMCO, about the alternative credit market. What is it and why should it matter to investors? See omnystudio.com/listener for privacy information.By CHQR / Curiouscast
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Who should make your financial decisions if you can't?
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38:06
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38:06Join Dave Popowich and Rob Gerrie as they talk to Akua Carmichael, lawyer, author, and VP Estate & Planning Services, Estate Stewards Inc., about granting power of attorneys and why your adult children might not be the right choice. See omnystudio.com/listener for privacy information.By CHQR / Curiouscast
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Join Dave Popowich and Faisal Karmali on More Than Money as they talk about things to consider when you're planning a trip Also on the show, Jocelyn Laidlaw, former CTV news anchor and ambassador for Colorectal Cancer Canada, talks about the financial and emotional cost of cancer. See omnystudio.com/listener for privacy information.…
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Join Faisal Karmali and Leanna Wachniak on More Than Money as they talk to Andrew McCreath, CEO, Forge First Asset Management, about where inflation is headed and how it's impacting Canadians. Also on the show, Sylvain Charlebois, professor and director of Agri-Food Analytics Lab, Dalhousie University, discusses the increasing cost of food in Canad…
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How is Canada's changing population costing you?
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19:08
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19:08Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Parisa Mahboubi, Senior Policy Analyst, C.D. Howe Institute, about the financial implications of an aging population. See omnystudio.com/listener for privacy information.By CHQR / Curiouscast
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Tips for snowbirds getting ready to fly south
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19:47
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19:47Join Dave Popowich and Rob Gerrie on More Than Money as they talk to Omar Kaywan, co-founder and Chief Growth Officer with Goose Insurance, about everything snowbirds need to consider before flying south this winter, including increasing travel costs, healthcare concerns, and extreme weather. See omnystudio.com/listener for privacy information.…
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One of the worst money mistakes could be retiring early, but will you regret it?
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38:04Join Rob Gerrie and Faisal Karmali on More Than Money as they talk to Harvard-trained economist Laurence J. Kotlikoff about the real cost of retiring early. Also on the show, The Travel Lady, Lesley Keyter on living on a cruise ship in retirement. See omnystudio.com/listener for privacy information.By CHQR / Curiouscast
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The Trans Mountain Pipeline is open, but is the 34 Billion dollar project helping Canadians and our economy?
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37:44Join Leanna Wachniak and Faisal Karmali on More Than Money as they talk to Dan McTeague from Canadians for affordable energy. Also on the show, free help for small or home-based businesses. See omnystudio.com/listener for privacy information.By CHQR / Curiouscast
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Tools that can help you stay active as you age, And why river cruises are becoming a popular travel option
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39:06
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39:06Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Justin Slimm, Owner/Operator of Slimm Fitness, about how to stay active as you get older and what equipment can help. Also on the show, Dave and Faisal talk about their recent experience on a river cruise! See omnystudio.com/listener for privacy information.…
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Join Faisal Karmali & Rob Gerrie as they talk to Charlene Nadalin, Founder and CEO of Amintro, about the challenges we face finding meaningful friendships as we get older and how Amintro can help. Also on the show, Nora Spinks, Chairperson, National Seniors Council, talks about a recent report on how the government can support seniors aging at home…
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Can and should the government support Canadians who want to age at home? And, tips to live and invest around the world
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38:52Join Faisal Karmali & Dave Popowich on More Than Money as they talk about a new report exploring the quality of life of older Canadians and what the government can do to support them as they age at home. Also on the show, Lief Simon, founding partner of Live and Invest Overseas and author of Cowboy Millionaire: The New American Pioneer, talks about…
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Money and the fear of not having enough And, how climate change contributes to homelessness
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38:53
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38:53Join Faisal Karmali & Dave Popowich on More Than Money as they talk to Andrea McTague, Founder of ShiftGrit Psychology and Counselling, about how to change your perspective on spending your money so that you can live your best life in retirement. Also on the show, Tim Richter, Co-Chair of the National Housing Council, discusses the cost of homeless…
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Join Rob Gerrie and Leanna Wachniak on More Than Money as they talk to Tye Bousada, Portfolio Manager and Founding Partner with Edgepoint, about the biggest challenges and opportunities in the market right now See omnystudio.com/listener for privacy information.By CHQR / Curiouscast
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Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Matt Fabian, Director of Financial Services Research and Consulting, TransUnion Canada, about consumer debt in Canada and what the government should be doing about it. See omnystudio.com/listener for privacy information.By CHQR / Curiouscast
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How are Canadians feeling about retirement? And, how can technology help seniors age in place?
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37:40
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37:40Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michelle Munro, Director of Tax and Retirement Research with Fidelity, about the challenges facing Canadians in retirement and what they're doing about it. Also on the show, Marc Saltzman, tech expert and columnist, talks about how technology can help older adults maintain the…
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27 tough conversations to have with aging parents and, why Alberta businesses are feeling optimistic
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36:34
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36:34Join Rob Gerrie and Leanna Wachniak on More Than Money as they talk to Laura Tamblyn Watts, President & CEO with CanAge, about her new book Let's Talk About Aging Parents. If you're wondering how to recognize the warning signs for health issues, if it's time for your parents to move out of their home, or how to get other family members to help out …
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Join Faisal Karmali and Rob Gerrie as they talk to Tony Crescenzi, Portfolio Manager and Market Strategist with PIMCO, about what we can expect from inflation and interest rates, and how that will impact the bond market. See omnystudio.com/listener for privacy information.By CHQR / Curiouscast
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How are the new capital gains rules affecting business owners?
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38:51
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38:51Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Dan Kelly, President and CEO, Canadian Federation of Independent Business, about the carbon tax, proposed changes to the capital gains tax, and other issues that are impacting Canadians. Also on the show, Andrew McCreath, CEO and CIO, Forge First Asset Management, talks about wha…
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Join Rob Gerrie and Leanna Wachniak as they talk to Justin Slimm, Owner of Slimm Fitness, about how agility training can help you improve your strength, avoid falls, and maintain your independence in retirement. Also on the show, Brad Hawker, Associate Broker with Royal LePage Solutions, talks about what you can expect from the recreational real es…
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