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More Than Money
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Content provided by Jenna Jivraj and CHQR / Curiouscast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jenna Jivraj and CHQR / Curiouscast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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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119 episodes
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Content provided by Jenna Jivraj and CHQR / Curiouscast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jenna Jivraj and CHQR / Curiouscast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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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119 episodes
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1 Selling Property, Shifting Energy, and the Oil Outlook 36:49
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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 Pitfalls and Refund Delays for Canadians Thinking about buying or selling U.S. property? It might not be as simple as you think. Tax traps, long refund waits, and changing cross-border rules could trip you up. We’re diving into the details with Steven Flynn, cross-border tax expert at Andersen, to help you avoid costly mistakes. Transformational Energy in Retirement Everyone is talking about personal energy these days but what does it really mean especially for retirees? How can tapping into your energy transform this new phase of life? Ofer Niv, a transformational healer and guide, reveals how retirees can clear blocks and unlock more purpose, vitality, and joy. See omnystudio.com/listener for privacy information.…
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 Wise Institute suggests the rising cost of living has officially overtaken taxes as the number one threat to inheritance wealth transfer. Most parents now expect to spend all their money in retirement while many of their children still assume they’ll receive an inheritance. To explore what this means for families, we'll talk to Gary Teelucksingh, financial services expert, author, and co-founder of the Money Wise Institute. Can Calgary Handle Our Future? Rising costs, concerns about public safety, and growing demands on housing and infrastructure have Calgarians looking for clear answers about the city’s future. We'll be speaking with Ward 1 Councillor Sonya Sharp, who has been a strong voice for fiscal discipline, for her perspective on Calgary’s key challenges. See omnystudio.com/listener for privacy information.…

1 The G7 & The Real Cost of Alberta's Separation 38:34
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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 economic impact on you and on Canada if Alberta separates from the rest of the country. Crowded Travel in Canada? And The Travel Lady Lesley Keyter is back to talk to us about how Canada is going to have a big year for tourism this summer and why there might be some places you might want to avoid because of it. See omnystudio.com/listener for privacy information.…
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 Pronschinske will help us understand how to communicate better between generations, including between retired parents and their adult children. See omnystudio.com/listener for privacy information.…
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 country? Faisal and Rob will chat with Erin Bury from Willful.co about what to think about before choosing an executor that doesn't live near you. And Retirement Coach and owner of Retire Ready Canada Jennifer Rovet will be on to talk about the importance of digital decluttering as you retire. See omnystudio.com/listener for privacy information.…

1 Retirement, Going for Gold, and the Hudson's Bay 36:22
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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 in a static asset? Dave and Faisal will break it down. And Hudson's Bay closures are leaving a big gap for luxury manufacturers. If they can't sell their merchandise at The Bay, where is it going to end up? We'll hear from President and Chief Executive Officer of Retail Council of Canada Diane Brisebois about the ripple effects of the closure of Canada's oldest retailer. See omnystudio.com/listener for privacy information.…

1 How Global Uncertainty and Election Promises Could Shape Your Financial Future. 37:34
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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 protect your retirement lifestyle in uncertain times. See omnystudio.com/listener for privacy information.…
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 choosing it? We'll hear why from Andrea Mandel-Campbell, Founder of Karibu Adventures. See omnystudio.com/listener for privacy information.…

1 Financial Election Promises on the Campaign Trail 38:29
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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 health changes as you age and how that can impact your physical and mental health. See omnystudio.com/listener for privacy information.…

1 Tax Rules Favour Married Couples, Leaving Single Retirees at a Disadvantage 38:29
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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 video chat platform Skype is being shutdown by Microsoft. We'll hear from Tech Expert Marc Saltzman about how you can still video chat with your family in retirement. See omnystudio.com/listener for privacy information.…

1 Will Political Uncertainty Impact Your Retirement? 37:48
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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? Yannick Lemay, Tax Expert with H&R Block Canada, joins the conversation to break down what you need to know. And with Trump, tariffs, and trade tensions in play, how could your portfolio be affected? See omnystudio.com/listener for privacy information.…
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 of Canadian businesses. And we'll talk with Mary O'Sullivan-Andersen from the BBB about the rise in investment scams targeting seniors. See omnystudio.com/listener for privacy information.…

1 Consumer Confidence Could Impact Your Retirement and How to Improve Your Gut Health 37:25
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Join 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 information.…

1 Removing Interprovincial Trade Barriers, and Capital Gains changes continue to rake in money 37:44
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Join 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 law. Also on the show, Funeral Director Teresa Jones will discuss the importance of pre-planning and pre-paying for your funeral and cremation. Tune in for expert insights to help you make informed financial and life decisions. See omnystudio.com/listener for privacy information.…

1 Tariff Threats: Imposed, Paused, & What's Next? 38:03
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Join 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 across Canada. See omnystudio.com/listener for privacy information.…
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