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More Than Money

More Than Money

著者: CHQR / Curiouscast
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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.com2026 CHQR / Curiouscast 個人ファイナンス 政治・政府 経済学
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  • Smarter Choices for Retirement
    2026/07/04

    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.

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    39 分
  • Pensions, Pipelines and the Path to Retirement
    2026/07/11

    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.

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    39 分
  • Retirement’s First 90 Days: Spending, Separation and Starting Over
    2026/06/27

    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.

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    37 分
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