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.

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.

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.

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak discuss a recent topic from The Globe and Mail’s Second Act series on reinventing retirement: could prediction markets become part of your retirement portfolio as they grow in popularity? Many of these articles use the word “investment,” but is that really the right word? Faisal weighs in. Then, they are joined by retired Calgary oil and gas executive Ed Malcolm, who shares his outlook on retirement through the idea of Life 1.0, Life 2.0, and Life 3.0. Life 1.0 is your school years, Life 2.0 is your working years, and Life 3.0 is your retirement years. Ed also discusses his latest business venture, Thermae Eleven, a new outdoor-only spa, and explains why he decided to take on something new in retirement.

To close the show, Faisal and Leanna turn their attention to Seniors’ Loneliness Awareness Week and a topic that does not get enough attention: loneliness among older men. We live in the most connected world in history, yet many older men are quietly becoming more isolated. When a career ends, so can a built-in social network, and men are often the last to reach out when they need support.

See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Dave Popowich and Faisal Karmali discuss why a strong retirement plan needs the right portfolio structure behind it.

Then, automotive journalist Matthew Guy joins the show to talk about RV travel, summer road trips, and what retirees should consider before hitting the open road.

Next, Dr. Alex Bierman, Professor of Sociology at the University of Calgary, discusses loneliness among older Alberta adults and why social connection should be part of the retirement conversation. To close the show, Dave and Faisal ask what really makes a retirement successful: money, family, health, purpose, or a mix of all four.

See omnystudio.com/listener for privacy information.

Join us for a special Best of More Than Money episode. To kick things off, Leanna and Rob walk through PKAG’s process for designing retirement portfolios and explain the key factors people should consider when building a plan for income, growth, risk, and long-term financial security.

Next, Dr. Valerie Taylor, Professor and Head of the Department of Psychiatry at the University of Calgary, joins the show to discuss the mindset shift that can come with retirement.

Then, Faisal and Rob ask an important question; are we overestimating how long we’ll truly enjoy the best years of retirement? To explore that, they’re joined by Dan Haylett UK-based retirement transition coach, who breaks down the concept of the “good years” and how it should shape your planning decisions.

To wrap up the show, Dave and Leanna talk about how stress is showing up in retirement. From headlines and market volatility, to ongoing uncertainty, they explore how these pressures are affecting the retirement experience for many Canadians.

See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Rob Gerrie and Leanna Wachniak use Seniors’ Week as a starting point to ask a bigger question: are we doing enough to recognize, support, and plan for the realities seniors face today? They also look at Canada’s growing wave of retirements, with more people leaving the workforce each month and that number expected to rise in the years ahead. Then, economist Moshe Lander joins the show to unpack the potential economic impact of an Alberta separation referendum, including what uncertainty could mean for business investment, capital flows, energy markets, labour, real estate, retirement confidence, and Alberta’s relationship with the rest of Canada. Next, Rob and Leanna speak with Talia Bronstein, Director of Policy at the National Institute on Ageing, about elder abuse and the financial vulnerability facing many senior women in Canada. To close the show, Rob and Leanna walk through PKAG’s process for designing retirement portfolios and explain the key factors people should consider when building a plan for income, growth, risk, and long-term financial security.

See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Rob Gerrie and Dave Popowich look at Jet Li planning for retirement and Stephen Colbert preparing for the end of The Late Show, exploring what these career transitions can teach us about purpose, identity, and what comes next.

Then, Dr. Valerie Taylor, Professor and Head of the Department of Psychiatry at the University of Calgary, joins the show to discuss the mindset shift that can come with retirement. Next, Brendan Pansky, Director of Training & Development at True North Mortgage, explains how falling house prices may delay retirement for Canadians counting on their home as part of their plan.

To close the show, Rob and Dave ask whether “Do I have enough?” is really the right retirement question, and why planning should focus on the life you want your money to support.

See omnystudio.com/listener for privacy information.