More Than Money: Recent Episodes
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On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie discuss the growing gap between public and private-sector pensions and whether governments should expand workplace retirement coverage.
Then, Mario Canseco, President of Research Co., joins them to examine a new survey on whether health-care professionals should be allowed to object to participating in Medical Assistance in Dying.
Next, microbiologist Jason Tetro “The Germ Guy”, explains why Alberta’s rising number of tick reports matters for retirees who enjoy gardening, golfing and spending time outdoors.
To close the show, Faisal and Rob break down PKAG’s Growth Bucket, why retirees still need growth and how it supports future income.
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On this week’s episode of More Than Money, Rob Gerrie and Leanna Wachniak explore “doom spending” and how retirees can tell whether their purchases support their goals or are driven by fear.
Then, they’re joined by Tim Bruckner, Professor and Chancellor’s Fellow of Public Health at the University of California, Irvine, to discuss whether work may help slow cognitive decline and how retirees can replace the routine and social connection it provides.
Next, Anthony Damtsis of the CAAT Pension Plan also shares new research comparing Canadians’ retirement expectations with retirees’ actual experiences.
To close the show, Rob and Leanna discuss how political uncertainty surrounding Alberta’s October referendum could affect retirement decisions and when it makes sense to adjust a financial plan.
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On this week’s episode of More Than Money, Dave Popowich and Rob Gerrie discuss a recent Benefits Canada article reporting that half of Canadians worry about outliving their retirement savings. How can a proper plan make that uncertainty more manageable?
Then, more Albertans are receiving fraudulent text messages claiming their health cards have expired and need to be replaced. David Shipley, CEO of Beauceron Security, explains how these scams work and how people can protect themselves.
Next, Dave and Rob look at how Canada’s major pension plans build their portfolios around the payments they will need to make years and even decades into the future. What can individual retirees learn from this disciplined approach to investing?
To close the show, they explore what to consider when choosing a financial advisor, including how they plan, communicate, and charge for their services. How can you determine whether an advisor is the right fit for your retirement, or whether it may be time for a change?
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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On this week’s episode of More Than Money, Dave Popowich and Leanna Wachniak look at news stories affecting retirement, including a Statistics Canada discussion about nearly 1.2 million Canadians aged 65 and older are working or looking for work. They also discuss Robert Kiyosaki’s warning about U.S. boomers and explain why retirees should be careful not to get caught up in dramatic headlines. Then, Jim Stanford, Economist and Director at the Centre for Future Work, joins the show to break down Prime Minister Mark Carney’s proposed $25 billion Canada Strong Fund and what it could mean for Canadians and retirees. Next, Dr. Lorne Tyrrell, Professor of Medical Microbiology and Immunology at the University of Alberta, explains what Canadians should know about hantavirus. To close the show, Dave and Leanna walk through a fictional retired couple and how they would approach building a retirement plan around their goals, risks, and future decisions.
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On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak explore the role health and health care planning can play in retirement. They begin with a notable Statistics Canada finding: Canada’s population is aging, with more Canadians now 65 and older, raising important questions about what that means for retirement planning. Then, Dr. Michael Antle, Department Head and Professor of Psychology at the University of Calgary, joins the show to discuss Alberta’s plan to make daylight saving time permanent and how that change could affect retirees. Next, Dr. Samir Sinha, Director of Health Policy Research at the National Institute on Ageing, breaks down a new study on shingles and why it remains a costly and often overlooked health risk for older Canadians. To close the show, Faisal and Leanna explain PKAG’s “health bucket” strategy and why planning for a possible health event should be part of a retirement plan.
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On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie open with a critical retirement question: should you plan to age in your home, or is it time to consider alternatives? That leads into a deeper issue 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. Next, Jon Roe Senior Research Associate - Angus Reid, joins the show to assess public sentiment one year into Mark Carney’s leadership. The takeaway: Canadians see strength on foreign policy, but ongoing challenges when it comes to affordability. To close, Faisal and Rob step back and examine the bigger picture. Canada was once viewed as one of the best places in the world to live. Today, rising costs are changing that reality. The question they leave you with is straightforward: what changed and what does it mean for your future?
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On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich compare the planning and execution behind the Artemis mission to the moon with the kind of preparation it takes to build a retirement plan. Then, Dave and Leanna sit down with Alex Bierman, Researcher at the University of Calgary, to discuss a new study from the University of Calgary’s School of Public Policy and the Angus Reid Group that found more than one-third of older homeowners are worried about being able to afford home upkeep. Next, Rob Gerrie and Leanna Wachniak are joined by David Shipley, CEO of Beauceron Security, to talk about the growing threat of cybercrime and why seniors remain one of the most vulnerable groups. To close the show, Rob and Leanna return to a topic they began last week: the history of retirement. This time, they look ahead to the future of retirement, exploring how it continues to evolve and whether newer trends, like working fewer days or retiring younger, could become more common in the years ahead.
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On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie discuss a new Statistics Canada report showing that 1 in 10 Canadians aged 55 and older who had retired were back at work in 2023, up from 7% in 2019, with most of that work being part-time. Then, they sit down with Lori Williams, Professor of Political Science at Mount Royal University, to talk about a major week in Canadian politics, including the Liberals securing a majority win in the by-elections and Mark Carney’s promise of more substance and less showboating. Next, Leanna and Rob are joined by Mario Canseco, President of Research Co., to explore why more Canadians are open to changes to the OAS system as concerns grow around affordability and Canada’s projected $78-billion deficit. To close the show, Leanna and Rob take a step back and look at the history of retirement. While retirement can feel like a natural part of life today, that has not always been the case.
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On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich explore how artificial intelligence is starting to influence retirement planning, and what retirees should think about before turning to AI for financial guidance. Next, Leanna and Dave discuss a study showing how the people around us can affect how we age, including how negative relationships and ongoing stress can shape long-term well-being. Then, they’re joined by Nicole Dalmer, Associate Professor in the Department of Health, Aging and Society at McMaster University, to discuss why seniors are becoming the new “screenagers,” and what may be behind the rise in screen time among older adults. To close the show, Leanna and Dave compare AI-generated advice with human guidance, and explain why trust, context, and personal understanding still matter when planning for retirement.
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Join us for a special Best of More Than Money episode. To kick things off for tax season, Dave and Rob break down the three most common tax issues retirees face and what can be done to address them.
Next, Leanna and Rob explore why tax season can be especially difficult for solo retirees compared to couples. Elizabeth Brown, Director of Single Seniors for Tax Fairness, joins the conversation to discuss the unique challenges single seniors face and what her organization is doing to advocate for change.
Then, Faisal and Rob speak with Dr. Mike Moffatt about how smart downsizing could benefit seniors, particularly when it comes to tax strategy and planning for the future.
To wrap up the show, Dave and Rob examine how government cuts are pushing some Canadians into retirement earlier than expected and ask an important question: if retirement is forced on you, are you truly prepared?
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On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich break down some of the most talked-about retirement statistics right now, from how much Canadians think they need to retire to what the average Canadian is actually worth.
Next, they’re joined by Erin Bury, Co-Founder and CEO of Willful, to discuss why women are more often named as estate executors than men, and what that says about trust, responsibility, and planning.
Then, Leanna and Dave sit down with Dan McTeague, President of Canadians for Affordable Energy, to look at why gas prices have surged amid the recent conflict in Iran, and whether relief at the pumps is likely anytime soon.
To close the show, Leanna and Dave 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.
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On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie discuss the economic fallout from the closure of the Strait of Hormuz, including rising oil prices, higher travel costs, and what it could mean for your retirement plan.
Next, they are joined by Brian D’Costa, Founding Partner and Chief Strategy & Risk Officer at Algonquin Capital, to examine why markets are becoming more cautious about growth and why investors are increasingly turning to the relative safety of bonds.
Then, Leanna and Rob sit down with Duane Bratt, Professor of Political Science in the Department of Economics, Justice, and Policy Studies at Mount Royal University, to discuss how CUSMA negotiations may seem distant but can quietly affect your retirement through taxes, travel, currency, and even real estate.
To close the show, Leanna and Rob break down the financial implications of moving to another province in retirement and the key factors you need to consider before making that decision.
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On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie discuss today’s global headlines and what market history can teach us during times of uncertainty.
Next, they explore why tax season can be especially challenging for solo retirees compared to couples. Elizabeth Brown, Director of Single Seniors for Tax Fairness, joins the conversation to explain the issues single seniors face and what her organization is doing to push for change.
Then, Leanna and Rob discuss the role pets can play in retirement. While pets can offer companionship and support well-being, they also come with costs and long-term responsibilities. Philip Tedeschi, Founder and Director of the Institute for Human-Animal Connection and professor at the University of Denver, joins the show to explore both sides.
To close the show, Leanna and Rob share personal family experiences with retirement, from Rob’s mother navigating retirement on her own to Leanna’s grandfather facing retirement without financial security.
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On this week’s episode of More Than Money, Dave Popowich and Rob Gerrie unpack one of the biggest stories shaping retirement today: the geopolitical uncertainty dominating the headlines and what it could mean for your financial future.
Next, they look at how government cuts are pushing some Canadians into retirement earlier than expected and ask the important question: if retirement is forced on you, are you really ready?
Then, Dave and Rob turn to the Alberta budget and rising property taxes in Calgary. What is driving the increase, and what does it mean for retirees? They are joined by Trevor Tombe, economist at the University of Calgary, to break it down.
To close the show, with tax season fast approaching, Dave and Rob discuss the three most common tax issues retirees face and how to solve them.
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On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich tackle one of the biggest retirement questions Canadians are asking right now: how much money do you actually need to retire today?
They’re then joined by Dr. Michelle Maroto, Professor in the Department of Sociology at the University of Alberta, to explore why financial insecurity can persist even for affluent retirees, including those who look financially “set” on paper.
Next, Tony Chapman, marketing and branding expert and founder of Chatter That Matters. Joins the conversation to discuss a common gap in retirement planning: many people prepare financially, but few prepare for what day-to-day life and identity look like once work ends.
To close, Leanna and Dave break down a timely debate: “Divided Over Dividends.” Dividends can feel predictable, but if you rely on them too heavily, could they end up splitting your retirement plan in the wrong direction?
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On this week's episode of More Than Money, Dave Popowich and Rob Gerrie break down rising inflation in Canada and what it could mean for families and retirees in 2026.
Next, economist Moshe Lander joins the show to discuss the Alberta separation conversation and the potential implications for CPP, pensions, and retirement planning.
Then, Shaun Cathcart, Senior Economist at the Canadian Real Estate Association, shares the Calgary and Canada housing market forecast for 2026, including key trends impacting homeowners and future retirees.
To close, Dave and Rob answer a big Gen X question: what should a retirement plan look like at age 50 in Canada?
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On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie break down a recent Globe and Mail article, “Here’s Exactly How to Retire a Millionaire on a Typical Worker’s Salary,” and ask the big question: is $1 million actually enough to retire?
Next, wealth management professional Preet Banerjee joins the show to weigh in on Elon Musk’s claim that in 10–20 years, saving for retirement won’t matter because AI and robots will create so much abundance that everyone will be wealthy and why betting your future on that idea could be a dangerous assumption.
Then, Leanna and Rob tackle one of the most common tension points in relationships: money… and share how couples can have healthier, more productive financial conversations before small issues turn into bigger problems.
To close out the show, they zoom out and answer some of the most common retirement questions they hear from Canadians as they get closer to making the leap.
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On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie break down the key issues shaping retirement in Canada today, starting with stock market volatility and what this week’s market ups and downs mean for long-term investors and retirees.
Next, they’re joined by Dr. Dallas Seitz, Chief of the Division of Geriatric Psychiatry, to discuss the rise in mood disorders among seniors, exploring why mental health challenges are becoming more common in older adults and why emotional wellbeing is a critical and often overlooked part of retirement planning.
Then, Leanna and Rob examine why so many Canadians don’t have access to a workplace pension, particularly in the private sector. They unpack the structural barriers facing employers and workers, and explore potential policy ideas aimed at expanding pension coverage in Canada.
To close out the show, they tackle a growing concern for families of all ages: why saving for retirement is getting harder, and why future generations of Canadians may be worse off without changes to how retirement savings, pensions, and long-term planning are approached.
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On this week’s episode of More Than Money, Dave Popowich and Rob Gerrie dig into the stories shaping retirement today, starting with tipping culture. They’re joined by Dr. Wayne Smith, Professor of Hospitality and Tourism Management at Toronto Metropolitan University, to explain why “tip creep” has accelerated and why it likely isn’t going away.
Next, they speak with Laura Tamblyn Watts, President & CEO of CanAge, about gaps in vaccine coverage for seniors in Calgary, Alberta, and across Canada and what that means for older adults.
Then Kathy Mendham, Owner of Proactive Seniors, shares why being proactive before retirement matters, especially when it comes to understanding your options and preparing for real-life retirement decisions like housing, healthcare access, and affordability.
To close out the show, Dave and Rob tackle a question many people wrestle with: How do you stay healthy as you age? Dave also shares his personal health journey, including his weight-loss and wellness reset.
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On this week’s episode of More Than Money, Dave Popowich and Leanna Wachniak look at how retirement is changing as Canada’s senior population grows, and why more retirees may choose (or need) to keep working, whether part-time, full-time, or through volunteering.
Next they’re joined by Jessica O’Reilly, Relationship Expert, HappierCouples.com to talk about how to keep your romance alive in retirement. Navigating shifting identity, less personal space, and changing caregiving roles and why retirement can flip expectations for couples.
Plus, Retail Analyst and Author Bruce Winder breaks down points programs like Air Miles and PC Optimum: are they still delivering real value, or are they getting harder to use?
To close out the show, Leanna Wachniak and Rob Gerrie break down what the March 2, 2026 RRSP deadline for the 2025 tax year really means, and what you should have in place before making a last-minute contribution decision.
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On More Than Money, Dave Popowich and Leanna Wachniak sit down with Marc Saltzman, Tech Journalist and Host of the Tech It Out podcast, to break down the latest gadgets and tools that can actually make day-to-day life easier in retirement (and what’s just hype). Then, Dave and Leanna take on a big question: what does retirement really look like? A lot of the expectations people carry into retirement are built on common myths, so they clear up a few misconceptions they hear all the time. To close out the show, they talk about why it’s important not to let the headlines of the moment derail your plan or your portfolio, and Leanna shares a great analogy about the difference between politics and policy that’s worth a listen.
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On More Than Money, Rob Gerrie and Leanna Wachniak sit down with Dr. Paul Parks, President-Elect, Section of Emergency Medicine with the Alberta Medical Association, to talk about how Alberta’s health care system is fragmented, overcrowded, and poorly integrated. They’re also joined by Jason “The Germ Guy” Tetro to discuss Alberta’s influenza season, the effectiveness of this year’s flu vaccine, what’s driving the spread, and why seniors in particular are more vulnerable to this year’s strain.
To close out the show, Rob and Leanna discuss why, for anyone who has delayed thinking about retirement, January may be the best opportunity to start asking the right questions and putting a plan in motion.
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Join us for a special "Best of" episode of More Than Money, we talk to Ben McCabe, Founder and CEO of Bloom Finance, to discuss how rising costs are impacting Canadians and what can be done to stay ahead. Next, we spoke with Heather Spurrell, Relationship & Leadership Coach, about how to shape the years that come after you retire. They’re also joined by marketing and branding expert Tony Chapman, Founder of Chatter That Matters, for a conversation on finding a renewed sense of purpose in retirement.
Lastly, Dave opens up about how aging has redefined his goals, mindset, and approach to life, don’t miss this powerful conversation.
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Join us for a special "Best of" episode of More Than Money, we talk to Gere Solomon Woldu from the Alberta Motor Association to clear up misinformation about senior driving and discuss how seniors and their families can find support on the road. Next, we spoke with Dr. Emily McDonald, Lead author, Associate Professor at McGill University about a new tool for medical professionals to help de-prescribe unnecessary medications for patients. Also, Leanna and Dave talk about, can ChatGPT plan your retirement?
Lastly, Faisal and Rob share the common mistakes families make when it comes to protecting their children’s inheritance and how to avoid them.
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On More Than Money, Rob Gerrie and Leanna Wachniak sit down with University of Calgary economist Trevor Tombe to unpack an unpredictable economy, a new prime minister, and shifting policy and what it could all mean for retirement in 2026. They’re also joined by tech analyst and journalist Carmi Levy for a timely conversation on how AI dominated headlines in 2025, and what its rapid evolution could mean for Canada’s future as we head into 2026.
To close out the show, Rob and Leanna tackle an important planning question: what happens when your financial advisor retires, and how can that transition be handled smoothly?
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On More Than Money, Faisal Karmali and Leanna Wachniak sit down with Dr. Catherine Franssen, Neuroscientist and Founder of Franssen Strategies, to explore how financial stress, especially around the holidays, can overload our brains and impact decision-making. They’re also joined by marketing and branding expert Tony Chapman, Founder of Chatter That Matters, for a conversation on finding a renewed sense of purpose in retirement. Faisal and Leanna wrap up the show by sharing how thoughtful retirement planning can make room for meaningful experiences, like a trip you didn’t even know you wanted to take yet.
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On More Than Money, Faisal Karmali and Rob Gerrie speak with Larry Mathieson, President & CEO of Unison for Generations 50+, about supporting seniors in need and the impact of charitable giving. They also talk with Chris Marineau from Lions Foundation of Canada Dog Guides about The Difference Campaign and the push to raise $20 millionto build a new national training school. Next, Ryan Preston from the Veterans Association Food Bank explains why donations are down 80% and why urgent help is needed. Finally, Holli Bjerland from the Alzheimer Society of Alberta & NWT shares how Canadians can support those affected by Alzheimer’s this holiday season.
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Join us for a special Best of episode where we revisit some of the most important conversations we’ve had about how retirement is changing, financially, socially, and structurally.
We start with how aging and health can reshape where you live. Robert Hocking, Co-Founder of Adaptive Living, shares what Canadians should consider as their needs evolve.
Next, we look at why Canadians may need to rely more heavily on private savings in the years ahead. Ian Bragg, VP of Research & Statistics at SIMA, explains whether stronger personal savings habits could be the key to improving Canada’s retirement income system.
Then, Paul Kershaw - Founder of Generation Squeeze and UBC Professor, joins us to ask a big question: Is it time to overhaul Old Age Security?
Finally, Dave and Leanna break down what Canadians say they’re planning for in retirement versus what the data shows and the hard truths we all need to think about when preparing for the future.
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Join us for a special “Best Of” episode of More Than Money. We revisit how Boomers and Gen X viewed retirement as a clear finish line, while Millennials and Gen Z are rewriting what retirement even means.
Also, we explore whether AI can truly help you plan your retirement, or if traditional planning methods still deserve the spotlight.
Then, Dave and Faisal share why they created their retirement group, PKAG.
Finally, Leanna and Rob talk about how they first met Faisal and Dave and what led them to join the team.
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On More Than Money, Faisal Karmali and Leanna Wachniak talk with Heather Spurrell, Relationship & Leadership Coach, about how to shape the years that come after you retire. Faisal and Leanna also explore the question, “If you could know your future health, would you want the answer?” Finally, they break down why they built their 4-Bucket Strategy and how it guides retirees through every stage of life after work.
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November is Make-A-Will Month, so what’s stopping you?
Faisal Karmali and Rob Gerrie chat with Erin Bury from Willful about why it’s so important to have a will in place. Then, Ben McCabe from Bloom Finance joins to talk about rising costs and what Canadians can do to keep up. Plus, Faisal and Rob share what led them into the world of finance and why helping Canadians retire with confidence is still what drives them today.
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On More Than Money, Dave Popowich and Leanna Wachniak sit down with Benjamin Tal, Deputy Chief Economist at CIBC World Markets Inc., to unpack the unpredictable state of Canada’s economy and what it could mean for retirees. Then, they talk with Stephen Fine from Snowbird Advisor about new fingerprinting and photo requirements for Canadians heading south this winter. Finally, Dave and Leanna share what continues to drive their passion for helping Canadians plan, protect, and enjoy their retirement.
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On More Than Money, Faisal Karmali and Rob Gerrie talk with Laura Tamblyn Watts of CanAge about how to start tough conversations about aging. Dr. Lynora Saxinger shares why Alberta’s new COVID-19 vaccine rollout has many frustrated. Kaci-Ann Phillips explains how doomscrolling impacts mental health. Finally, Faisal and Rob discuss the common mistakes families make when protecting their children’s inheritance.
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On More Than Money, Lori Williams, Political Analyst and Professor at Mount Royal University, joins Leanna Wachniak and Dave Popowich to unpack what the 2025 Calgary municipal election means for retirees - from property taxes to how city decisions affect your financial future. Then, Leanna and Dave discuss The Art of Spending Money by Morgan Housel, exploring how retirees can spend with confidence, find balance between saving and living, and make their money support the life they’ve worked for.
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On More Than Money, Leanna Wachniak and Dave Popowich talk with Hilary McMeekin from the Alberta Securities Commission about how retirees can spot scams and protect their finances during Cyber Security Awareness Month. Tony Chapman, Founder of Chatter That Matters, shares how to redefine yourself after retirement. Finally, Leanna and Dave ask: Should you give money to your adult children and how much is too much?
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On More Than Money, Leanna Wachniak and Dave Popowich talk with Paul Kershaw, Founder of Generation Squeeze and Professor at UBC, about the proposed overhaul of Old Age Security (OAS) and what it could mean for Canadian retirees. As Financial Planning Month reminds us, now is the time to review your retirement plan, ensure your income strategy is secure, and take control of your financial future.
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On More Than Money, Leanna Wachniak and Dave Popowich talk with Chris Gallaway, Executive Director, Friends of Medicare about the concerns surrounding the continuing care system in Alberta. Then, Dr. Jason Foster, Labour Relations expert at Athabasca University, talks about a teachers’ strike could be on the horizon in Alberta, and that means classrooms closed and grandparents could be called into action. Then, Leanna and Dave talk about, can ChatGPT plan your retirement?
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On More Than Money, Leanna Wachniak and Rob Gerrie talk with Anne-Elise Cugliari Allegritti,VP of Research & Communications from Royal Lepage about why 54 percent of Canadians with properties in the U.S. have either sold or are thinking of selling. Then, Claire Newell, Founder and President of Travel Best Bets, talks about the ways retirees can make travel less stressful and more enjoyable. Then, Leanna and Rob share with you the origin story of why they joined the advisory team.
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On More Than Money, Faisal Karmali and Dave Popowich talk with Dr. Emily McDonald,Lead author, Associate Professor at McGill University about a new tool for medical professionals to help de-prescribe unnecessary medications for patients. Then, Ian Bragg - VP of Research and Statistics @ SIMA, talks about how private savings are on the rise. Then, Faisal and Dave share with you the origin story of why they created their partnership.
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On More Than Money, Faisal Karmali and Rob Gerrie talk with Gere Woldu from the Alberta Motor Association to clear up misinformation about senior driving and discuss how seniors and their families can find support on the road. Then, Moshe Lander, Economics Professor at Concordia University, breaks down Carney’s five nation-building projects. Also, Faisal and Rob dive into whether retirement is changing across generations.
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On More Than Money, Dave Popowich and Leanna Wachniak talk with Robert Hocking, Co-founder of Adaptive Living about why preparing your home now is key to living comfortably and safely in retirement. Then, Dr. Catherine Franssen, Neuroscientist and Founder of Franssen Strategies, unpacks the science behind pumpkin spice and why this seasonal flavour sparks such a powerful emotional response. Also, Dave and Leanna share personal stories about the challenges and lessons they learned while caring for their parents.
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Join us for a special "Best of" episode of More Than Money, we talk to Phil Soper - President and CEO of Royal Le Page, on how 3 in 10 Canadians planning to retire within the next two years say they will carry a mortgage into retirement. Next, Mike Moffatt, Economist and Founding Director of University of Ottawa’s Missing Middle Initiative, talks about why should downsizing be a top consideration for seniors when planning their retirement. Then, we have Cyn Meyer, Founder of Second Wind Movement and A Retirement Life Coach discusses what the “honeymoon phase” of retirement looks like and why does it end for many people?
Also, Dave Popowich talks about his own experience with aging and how it has influenced the way he thinks about retirement.
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On More Than Money, Faisal Karmali and Dave Popowich explore the forces disrupting retirement in Canada. Kathryn Bush, Senior Fellow at the C.D. Howe Institute and former chair of the Association for Canadian Pension Management’s National Policy Committee, joins us to discuss the national pension dashboard in development and what it could mean for retirement planning. Then, Corinne Pohlmann, Executive VP of Advocacy at the Canadian Federation of Independent Business, breaks down the ripple effects of recent labour disruptions, from mail and airlines to delivery services, on both businesses and retirees. We also examine how Canada’s OAS overhaul and persistent inflation are reshaping the retirement landscape.
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On More Than Money, Dave Popowich and Rob Gerrie talk to Dr. James Talbot about why Albertans now have to pay for COVID-19 shots and what it means for seniors. Then, Patrice Lindo explores how retirees can use AI to turn experience into purposeful side gigs and how AI is changing retirement planning. We discuss the risks, rewards, and why having a financial advisor for retirement still matters.
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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 you support it or not, this is a debate every Albertan retiree should be watching.
Next, economist Moshe Lander explains how Canada has stayed resilient amid rising tariffs and global trade tensions and what retirees need to know about how it affects your investments, household costs, and financial plan.
To wrap up, Faisal and Leanna tackle the questions they hear most often: Can I afford to retire? What happens if things don’t go as planned? They share personal insights and real-world scenarios to help you navigate uncertainty with confidence.
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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 for plan, common questions from retirees and carrying a mortgage into retirement.
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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.From managing debt and investment portfolios to building an active lifestyle after 60, this episode explores how retirement is evolving—and how you can stay ahead of the game.
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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 Retirement, Even After the Honeymoon Phase
Cyn Meyer, a Retirement Coach opens up about what happens a few months into retirement when the reality sets in and it's time to face your purpose. She shares practical advice and steps you can take to rewire your habits.
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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 averages, the emotional impact of volatility, and why a real strategy, not just a rate of return, is essential for retirement success.
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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 extra tips for planning your next getaway.
Are You Counting on an Inheritance? Your Kids Might Be Too
What’s putting inheritances at risk? Gary Teelucksingh from the Money Wise Institute shares new research on rising living costs, broken expectations, and how families can start the right conversations.
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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 weighs in on Canada’s $150B annual NATO spending pledge and how it could affect taxpayers in the years ahead.
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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 emotional reactions to market uncertainty can lead to costly financial decisions and how to avoid them.
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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.
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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 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.
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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.
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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 Pronschinske will help us understand how to communicate better between generations, including between retired parents and their adult children.
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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 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.
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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.
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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.
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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 choosing it? We'll hear why from Andrea Mandel-Campbell, Founder of Karibu Adventures.
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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.
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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.
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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?
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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 of Canadian businesses. And we'll talk with Mary O'Sullivan-Andersen from the BBB about the rise in investment scams targeting seniors.
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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.
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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.
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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.
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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 where a widow had to fight the CRA to keep $100K from her late husband's RRSP. And Katharine Zhang, Partner with Walsh LLP, explains the difference between a beneficiary and a successor when it comes to your investment accounts.
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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 leadership race.
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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 foresees happening in the fixed income market in 2025. And Dr. Jack M. Mintz, Senior Fellow of the C.D. Howe Institute, discusses the capital gains tax and how recent changes could harm economic growth and innovation.
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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 light on the realities of living with dementia. And Barb Ferguson, Executive Director, Alzheimer Calgary, talks about Alzheimer's Awareness Month and how you can get involved.
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Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Kirk Jensen, President of Pickleball Alberta, about how pickleball has made a major impact on seniors physical and mental well-being.
Also on the show, are you a snowbird? Summer may not be over yet but if you're planning on escaping for the winter, you may want to start your planning now. Omar Kaywan, Co-founder and Chief Growth Officer at Goose Insurance joins the show to give you some tips.
Join Dave Popowich and Faisal Karmali as they talk to Avery Shenfeld, CIBC's Chief Economist, about where inflation numbers are going and how Canada's interest rates compare to other countries.
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about what tax changes Canadians should anticipate for 2024 and how you can prepare for them.
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Nadine Faule, Real Estate Agent specializing in relocating to Calgary, about what's happening in the housing market and why we're seeing so many people moving to Calgary.
Also on the show, Sayeh Bayat, PhD, Assistant Professor, Biomedical & Geomatics Engineering, Schulich School of Engineering and member of the Hotchkiss Brain Institute and O'Brien Institute for Public Health, talks about ways to accurately determine the driving capabilities of people living with dementia.
Join Faisal Karmali and Leanna Wachniak as they talk to Ronan McMahon, editor of Real Estate Trend Alert, about the top locations for retirement homes under $150K and what you should do if you are interested in them.
Join Faisal Karmali and Leanna Wachniak on More Than Money as they talk to Kristin Biefer, Chair of Research Committee at Canadian Public Pension Leadership Council, about Canadians' perception on retirement. Also on the show, Cynthia J. Campbell, Director of Enforcement, Alberta Securities Commission, talks about what to be on the look out for when it comes to fraud.
Join Dave Popowich and Faisal Karmali on More Than Money this Saturday, July 15 at 3:00 p.m. as they talk to Andrew McCreath, CEO and CIO of Forge First Asset Management, about the where investors can find opportunities.
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about trusts and how to determine if they are the right option for your situation.
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Chris Gandhu, Partner and Family Office Leader, KPMG LLP, about immigration trends and why high net worth individuals and entrepreneurs are finding Canada attractive.
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about trusts. What are they used for and how do you know if they are the right option for your situation?
Also on the show, Gary Poier, author of Make Retiring Easy: How to Create the Best Retirement Life for Your Clients, talks about how you can get the most out of your retirement.
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Brian D'Costa, Founding Partner and President of Algonquin Capital, about what's happening in the bond market and where investors can find opportunities.
Inflation has impacted many. There's been a change in the economy that has impacted many. How do you help out charities and organizations? Dave and Faisal give you some tips to help you maintain your charitable giving even during tough times.
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Katharine Zhang, Partner with Walsh LLP, about what happens when executors can't or won't perform the duties they have agreed to. Also on the show, Howard Yaruss, Economist, Professor, Attorney, Businessman, Activist, and Author of Understanding Economics, discusses how basic economics can help you have a stronger understanding of your money.
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Karyne Charbonneau, Executive Director and Senior Economist, CIBC Capital Markets, about what we're seeing with regards to inflation right now, and what we can anticipate over the next quarter.
Also on the show, Jennifer Lamb, Partner with Carscallen LLP, discusses the process in Alberta to disinherit a child and what kind of situation would warrant that type of action.
Did you miss More Than Money this past Saturday? Dave Popowich and Faisal Karmali talk to Deborah Yedlin, President and CEO of the Calgary Chamber of Commerce, about the Federal Fall Economic Statement and how the federal government will be looking to support businesses in the current economy. Also on the show, Lori Williams, Associate Professor at Mount Royal University, discusses the byelection results and how things are looking heading into the provincial election.
What do you need to know before applying for a disability tax credit? Join Dave Popowich and Leanna Wachniak on More Than Money as they talk to Dr. Wayne MacLeod, family physician and author of "How to Successfully Apply for the Disability Tax Credit" about how to navigate the application process.
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to guest Dr. Jennifer Campos, Associate Scientific Director with Age-Well, about how advancements in technology are changing what we're able to do as we age.
Also on the show, what is the growth strategy for your retirement? Dave and Faisal discuss how to grow your savings regardless of market direction, so you have the money you need to support your lifestyle.
Join Faisal Karmali and Leanna Wachniak on More Than Money as they talk to Sarah Halprin, Travel Agent with Travel Agent Next Door, about tips for post-pandemic travel and what you need to consider to ensure you return from your trip without going bankrupt.
Join Dave Popowich and Leanna Wachniak on More Than Money as guest Brian D'Costa, Founding Partner and President, Algonquin Capital, discusses where he sees the Bank of Canada taking interest rates.
Join Faisal Karmali and Rob Gerrie on More Than Money as they discuss what's happening in the markets and their strategy for investing in the current environment.
Also on the show, guest Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, talks about his own experiences taking on the CRA.
Join Dave Popowich and Faisal Karmali on More Than Money as guest Kim Brundrit, Collective Impact Lead at Dementia Network Calgary, returns to talk about the importance of raising awareness about Alzheimer's and dementia, and the initiatives that are making a positive impact on people living with these conditions.
Join Dave Popowich and Rob Gerrie on More Than Money as they talk to Kim Brundrit, Collective Impact Lead at Dementia Network Calgary, about World Alzheimer's Day coming up on September 21st and the Calgary initiatives that are having a positive impact on individuals with dementia. Also on the show, Frederick Vetesse, author of Retirement Income for Life, discusses whether or not retirees should defer OAS pension payments until they are 70.
Join Dave Popowich and Faisal Karmali on More Than Money this Saturday, September 3 at 3:00pm as they talk to Omar Kaywan, co-founder of Goose Insurance and Canadian travel expert, about what snowbirds can do to prevent getting stuck abroad or worse . . . losing money. Also on the show, Daniel Foch, broker with Foch Family Real Estate, discusses the economic impact of the federal government's new rent-to-own program. What have we seen in the markets and what can we expect moving forward? Andrew McCreath, CEO and CIO at Forgefirst, joins the show to expand on this topic.
Join Dave Popowich and Faisal Karmali on More Than Money this Saturday, as they talk to Marcus Sixta, Founder and Family Lawyer at Crossroads Law.
Join Dave Popowich and Rob Gerrie on More Than Money this Saturday as they talk to Ana Nicholls, Industry Analysis Director at the Economic Intelligence Unit about what makes a city the most liveable. Do you know what to do when a family member dies? Katharine Zhang, Partner at Walsh LLP, discusses what you need to think about so this tough scenario isn't made harder by being underprepared.
Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Chris Audette, a real estate expert with The Group at RE/MAX First, about a potential price correction in the housing market and the impact it will have on home buyers.
Adrianus Warmenhoven, Defensive Strategist with NordVPN, will also be joining us to discuss a recent study showing how much people can take back control of their digital lives.
Join Faisal Karmali and Rob Gerrie on More Than Money this Saturday, July 30 at 3:00pm as they talk to Ann M. Toohey, PhD and Manager of Research & Scientific Programs at the Brenda Strafford Centre on Aging about the benefit of animal companionship for seniors.
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Join Rob Gerrie on More Than Money as he talks to Dr. Sylvain Charlebois, Senior Director at Agri-Food Analytics Lab at Dalhousie University about how inflation and supply chain issues are affecting the cost of food. Is another recession in our future?
Benjamin Tal, Deputy Chief Economist of CIBC World Markets shares his thoughts on the probability of a recession and the potential effect on Canadians.
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Join Dave and Faisal on More Than Money as they talk to Karina Gould, Minister of Families, Children and Social Development about how the government is addressing the long lines for passports.
Another interest rate increase. Will this continue to happen and by how much? Kevin Page, President and CEO of The Institute of Fiscal Studies and Democracy gives his perspective on the impact to Canadians.
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Join Dave and Faisal on More Than Money as they talk to George Jerijan, a Mindset Mentor and Speaker about the biggest things he learned in retirement and his journey to ‘un-retirement’.
Also on the show, how does diet and exercise fit into your quality of life as you age? Justin Slimm with Aeon Future Health is a certified fitness trainer and nutrition consultant. He talks about how nutrition can impact future diseases and contribute to an active retirement.
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Join Dave and Faisal on More Than Money this Saturday, July 2 at 3:00pm as they talk to Rob Handfield, Professor of Supply Chain Management and NC State University about why it's so difficult to buy a vehicle.
Also on the show, have you pre-planned your final arrangements? Teresa Jones, owner and Funeral Director at Choice Memorial discusses why you should discuss memorial plans with your family.
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And where are the opportunities worldwide?
Join Dave and Faisal on More Than Money as they talk to Robert Beauregard, Chief Investment Officer of Global Alpha, about his outlook on volatility, global markets and what you need to be aware of so you can find opportunities.
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Nirmal Singh, VP of Individual Products with the Alberta Blue Cross is on the show to discuss healthcare planning for your retirement.Also on the show, Erin Billowits, Founder and Personal Trainer at Vintage Fitness, discusses why physical activity is crucial as you age.Are you discussing end of life plans with your loved ones? It can be a tough topic but it’s important to be on the same page. Iris Hunter, who translated the book Exit – The Last Year With My Father, discusses assisted dying.
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Former Ontario Deputy Minister of Health and Professor at the Department of Surgery at the University of Toronto joins the show to highlight ways in which Canada's healthcare system can be better, faster and more cost effective.
Also on the show, Dr. Meghan McDonough, Professor, Faculty of Kinesiology at the University of Calgary, discusses the social benefits to group physical fitness.
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Join Dave and guest host Rob Gerrie, on More Than Money.
What's causing the Calgary real estate market to be this intriguing for buyers outside of Alberta? Adam Sharek, Realtor with CIR Realty, joins the show to discuss the reason people are choosing Calgary and how it's affecting housing prices.
Also on the show, Frederic Dimanche, Director at the Ted Rogers School of Hospitality and Tourism Management at the Toronto Metropolitan University, discusses what we can expect in terms of delays at the airport this summer.
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Join Dave and guest host Rob Gerrie, Wealth Advisor and Investment Advisor with the Popowich Karmali Advisory Group, on More Than Money.
With Jason Kenney announcing he will be stepping down as the provinces premier, Mount Royal University Associate Professor, Lori Williams, joins the show to talk about what is happening in Alberta politics.
Also on the show, Teresa Jones, Owner and Funeral Director at Choice Memorial Inc. discusses how pre-planning final arrangements and services can help you and your loved ones prepare for a difficult time.
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What should you anticipate happening in the markets going forward? Join Dave and Faisal on More Than Money this Saturday, May 14th at 3pm. They'll discuss current market conditions with Michael Sager, Vice-President of Multi-Asset and Currency at CIBC Asset Management. What does he anticipate moving forward and how can you profit and protect?
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Join Faisal and guest host, Investment Advisor and Wealth Advisor with the Popowich Karmali Advisory Group, Rob Gerrie, on More Than Money.
We saw record house sales in Calgary this spring. Will that continue into the summer? Ann-Marie Lurie, Chief Economist at the Calgary Real Estate Board (CREB), answers that questions and gives us more insight into what we are seeing in the housing market.
Also on the show, how will demand and supply issues impact Canadians who are trying to buy vehicles? Rob Handfield. Ph.D. and Professor of Supply Chain Management at NC State University discusses why it may be difficult for you to buy a car this summer.
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Join Faisal and guest host, Investment Advisor and Wealth Advisor with the Popowich Karmali Advisory Group, Rob Gerrie, on More Than Money this Saturday at 3pm.
They discuss the best travel practices and what you need to know about restrictions around the world with Omar Kaywan, Co-founder of Goose Insurance.
Also on the show, will the United States lose its status as a super power? Or will China claim that title? Carl Delfeld, an expert on the topic and author of Power Rivals, joins the show to explore the subject further.
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Join Dave and Faisal on More Than Money as they discuss how taxes will impact you at different stages of your retirement.
Also on the show, Iris Hunter, Translator of Exit - The Last Year With My Father, opens up the discussion about assisted dying and why it's important to discuss end of life with your family. Is your healthcare plan fulfilling all of your needs in retirement?
Nirmal Singh, Vice-President of Individual Products at the Alberta Blue Cross, discusses how to properly prepare and plan as you transition and live in retirement.
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Join Dave, Faisal, and guest host Rob Gerrie, Investment Advisor and Wealth Advisor at the Popowich Karmali Advisory Group, on More Than Money this Saturday at 3pm.
They discuss the role of executor's when it comes to your retirement planning and beneficiaries with Katharine Zhang, Partner at Walsh LLP.
Also on the show, Brian D'Costa, Founding Partner and President of Algonquin, discusses volatility and what you need to know as a fixed income investor.
Is inflation going to ruin your retirement? We discuss the impacts of inflation with Benjamin Tal, Chief Economist, CIBC World Markets Inc.
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Join Dave and guest host Rob Gerrie, Financial Advisor and Wealth Advisor at the Popowich Karmali Advisory Group, on More Than Money this Saturday at 3pm. They discuss the newly announced federal budget with Jamie Golombek, Managing Director of Tax and Estate Planning, CIBC.
Also on the show, Myles Zyblock, Chief Investment Strategist with Dynamic Funds, discusses volatility in the market, rising interest rates, and future opportunities.
When it comes to happiness, Canada is ranked 15th in the world. But what defines 'happiness'? Professor John Helliwell from the University of British Columbia and an author of the World Happiness report joins the show to answer that question.
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Andrew McCreath, CEO and CIO of Forge First Asset Management breaks down what we have seen happen in the financial markets year to date.
He also discusses the different opportunities there may be moving forward and what the chances of a recession are.
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What are the chances of a recession and how could it impact your retirement? Join Dave and Faisal on More Than Money this Saturday at 3pm as they discuss the chances of a potential recession with Andrew McCreath, CEO and CIO of Forge First Asset Management.
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Join Faisal and guest host Rob Gerrie, Investment Advisor and Wealth Advisor with the Popowich Karmali Advisory Group, on More Than Money this Saturday at 3pm as they break down the details about the deal between the Liberal and NDP federal parties with Lori Williams, Associate Professor at Mount Royal University.
Also on the show, Tye Bousada, Portfolio Manager and Founding Partner at Edgepoint Investment Group, discusses volatility concerns and where to find opportunities in your portfolio.
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Join Faisal and guest host Rob Gerrie, Investment Advisor with the Popowich Karmali Advisory Group, on More Than Money.
Peter Zeihan, Geopolitical Analyst, is on the show to talk about what he sees as the most likely outcome of the conflict in Ukraine.Also on the show, Benjamin Tal, Deputy Chief Economist with CIBC World Markets Inc., discusses inflation and where the opportunities are during these times.
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Dave and Faisal have been interviewing multiple experts on the show to gain a further understanding of the news coming out of Ukraine.
What are the impacts on global economic recovery? What are the potential outcomes? How will this impact the markets and YOUR portfolio?
Check out this bonus episode to gain further insight into what potential outcomes we could expect from the Russian invasion of Ukraine as well as Dave and Faisal's most recent interview with Avery Shenfeld, CIBC Chief Economist.
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Join Dave and Faisal on More Than Money this Saturday at 3pm as they discuss the global impact of the Russian invasion of Ukraine with CIBC's Chief Economist, Avery Shenfeld.
Also on the show, Brian D'Costa, Founding Partner and President of Algonquin Capital, joins the show to talk about rising interest rates and fixed income.
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Join Dave and Faisal on More Than Money as they discuss what actions have been taken around the world in regards to the Russian invasion of Ukraine with President of the Canadian Global Affairs Institute.
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Join Dave and Faisal on More Than Money as they discuss the current situation between Russia and Ukraine with Eric Miller, President at Rideau Potomac Strategy Group and Fellow at the Canadian Global Affairs Institute.
Also on the show, what does the 'New Retirement' look like? Winton Churchill, author at International Living, joins the show to talk about how freelancing might be a part of your retirement lifestyle.
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Join Faisal and special guest host, Rob Gerrie, an Investment Advisor with the Popowich Karmali Advisory Group, CIBC Wood Gundy, on More Than Money.
They discuss a survey that looks into what the anticipated increased expenses are and why Albertans are the most concerned when it comes to expenses with Andrew Ostro, CEO at PolicyMe.
Also on the show, Erin Billowits, Founder and Personal Trainer with Vintage Fitness, talks about the importance o physical exercise as you age.
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Join Dave and special guest host, Rob Gerrie, an Investment Advisor with the Popowich Karmali Advisory Group, CIBC Wood Gundy, on More Than Money.
They discuss multi-asset strategy, volatility, geo-politics impact on the markets and more with Michael Sager, Vice President of Multi-Asset and Currency at CIBC Asset Management.
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And what do you need to know to find the opportunities in it?
Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Eric Nuttall, Partner and Senior Portfolio Manager at Ninepoint Partners, to make sense of what is happening in these markets and what he anticipates happening moving forward.
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Join Dave and Faisal on More Than Money, as they talk to Jeff Opdyke, an author with International Living, about the best places to retire.
Also on the show, Robert Price, Founder and CEO of Bōde Canada, discusses what is happening in the Calgary housing market right now and what that means for people looking to buy or sell.
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And how can you position yourself to still profit?
Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss what happens to the fixed income piece of your portfolio amongst interest rate movements? Charles Tomes, Director and Associate Portfolio Manager, Global Multi-Sector Fixed Income, Manulife, is on the show to discuss what is happening with inflation and interest rates and what he anticipates happening in the bond market.
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Join Dave and Faisal on More Than Money as they talk to Benjamin Tal, Deputy Chief Economist at CIBC World Markets Inc., about what is causing inflation and what you should anticipate happening in the markets this year.
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Join Dave and Faisal on More Than Money as they talk to James Stauch, Director at the Institute or Community Prosperity at Mount Royal University, about his study which highlights the different issues seniors are facing in light of the pandemic and how they are cared for.
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Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Andrew McCreath, CEO and CIO at Forge First Asset Management, about how inflation could impact your retirement and what you can do to prepare.
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Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about whether or not you should take money out of your RRSP early.
Also on the show, Aaron Sutherland, Western Vice-President at the Insurance Bureau of Canada discusses the changes to auto insurance in Alberta you need to know about.
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Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Casey Runyan, VP and Managing Editor for Brad's Deals, about how shopping this year may be even more stressful than the norm. She discusses what you can expect and how you can prepare.
Also on the show, Kathy Mendham, Founder and Senior's Advisor at Proactive Seniors, discusses what you can do now so you don't become a burden to your loved ones as you age.
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Join Dave and Faisal on More Than Money as they talk to Michael Sager, Vice President of Multi Asset and Currency at CIBC, about how the market has been affected by inflation, Covid-19, and more.
Also on the show, what has been surprising so far this year and what can you anticipate happening in the market coming up?
Dave and Faisal also discuss the important topic of how not to feel like a burden to your loved ones as you age.
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Dave and Faisal dive into more detail with Dr. Brynn Winegard about how to balance emotions and logic so you can make the best decisions for you and your family.
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Join Dave and Faisal on More Than Money as they chat with Dr. Brynn Winegard, a business brain expert, to go into even more detail about how we as emotional beings can still make rational decisions, especially in times of stress.
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How does the brain process decision making and how could understanding how it works actually help you make more rational decisions?
We talk to brain expert Dr. Brynn Winegard about the complexities behind decision making.
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Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Dr. Brynn Winegard, a business brain expert, about how understanding your brain actually helps you make more rational decisions.
Also on the show, Fred Vettese, a financial expert and author for The Rule of 30, discusses how to simplify saving for retirement.
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Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Pamela Kwiatkowski, a Canadian-U.S. Travel Expert with Goose Insurance on how you can ensure your travel plans go as smoothly as possible.
Also on the show, Brendan Graham, a Home Care Expert with Rümi talks about how to prepare your home for aging and the winter season. We also discuss how being a homeowner can be easier with their service.
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Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about how taxes may be impacted by the federal minority government.
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Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss how empty nest syndrome effects people emotionally with Shari Leid, Life and Mindset Coach at An Imperfectly Perfect Life.
Also on the show, how does the federal election impact investors? Avery Shenfeld, Chief Economist at CIBC discusses what you need to look out for.
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Dave and Faisal with down with Andrew McCreath, CEO/CIO Forge First Asset Management, about what has happened in 2021 so far and what you can anticipate coming up.
Topics covered include inflation, liquid alternatives, fiscal policy and active management.
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Join More Than Money as they discuss federal platforms on health, taxes, and the Canadian economy with NDP Candidate, Khalis Ahmed and Liberal Candidate, George Chahal.
Dave and Faisal take your questions and present them to the candidates to give you a better idea on where each party stands on topics that may affect you and your retirement.
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Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss how prenuptial and cohabitation agreements work in Alberta with Marcis Sixta, Founder and Family Lawyer with Crossroads Law.
How do these agreements change when you are in a blended family and what do you need to know to ensure you don't run into trouble?
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The demand for private travel has increased immensely over the past year.
Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss the boom in private travel with Jeremi Austin, Managing Director of Jet It Canada.
Also on the show, Tye Bousada, Portfolio Manager and Founding Partner at Edgepoint Investment Group joins the show to talk about the outlook on stocks and bonds.
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It’s a federal election topic but how will long-term care facilities actually be impacted by election results?
Join Dave and Faisal on More Than Money as they discuss the federal long-term care facilities and what needs to change with Kathy Mendham, BSc, MBA, Founder and Seniors Advisor with Proactive Seniors Ltd.Also on the show, do you know how to look out for scams?
Sergio Neaves, Accredited Business Coach with the Better Business Bureau, discusses how seniors or being targeted for scams and what you need to look out for.
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With news of a federal election coming up, Dave and Faisal discuss the details you need to know before heading to the polls like taxes and healthcare with associate professor of Mount Royal University, Lori Williams.
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Join Dave and Faisal talk to Jennifer Lamb, Partner at Carscallen LLP, about the legal details that come with legacy planning and how those details can get even more complicated for blended families.
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On Today's show, Dave and Faisal are joined by Michael Sager, Vice President, Multi-Asset & Currency at CIBC Asset Management to discuss Multi-Asset classes and trading them differently.
They also discuss how to use the different "tools" in your "tool belt" and how if the only tool you have is a hammer, everything you come across will start looking like a nail.
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In today's show, Dave and Faisal are joined by Kim Moody, CEO of Moodys Tax, to discuss the impacts of Bill C-208 on small business owners and its effects during the pandemic.
In addition, Deborah Yedlin, the president of the Calgary Chamber of Commerce, provides the Chamber's point of view on Bill C-208.
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On this show, Dave and Faisal are joined by Pablo Martinez to discuss Calgary’s ranking on the work-life balance scale and changes due to the pandemic.
They are also joined by Orsha Magyar, a nutritional consultant and CEO of NeuroTrition, to talk about the effects of nutrition on the ageing brain and the use of supplements in diets. Dave, Faisal, and Orsha discuss how it’s “never too late” to change and the true importance of a healthy diet to age gracefully.
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Do you know all of the expenses that come along with aging? Dave and Faisal talk to Kathy Mendham, Founder and Seniors Advisor at Proactive Seniors Ltd., to break down the different costs associated with getting older.
Also on the show, Jennifer Lamb, Partner at Carscallen LLP, discusses beneficiary designations. Do you know who your RRSPs are going to should anything happen to you? Dave, Faisal, and Jennifer discuss a case out a Halifax where beneficiary designations turned into a really difficult case.
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On today's show, Dave and Faisal discuss whether or not there should be changes to the RRIF rules in Canada with William Robson, chief executive officer, C.D. Howe Institute.
They also are joined by Doug Runchey, owner of DR Pensions Consulting, about how some retirees are not receiving their full benefits from Canada Pension Plan. How he came across this system delay and what you can anticipate will be discusses on this episode!
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Denise Weeres, Director of New Economy, Alberta Securities Commission joins the guys to talk about a new exemption. Dr. Yeonjung Lee, a Professor at the U of C's Faculty of Social Work discusses lack of accessibility in Calgary communities.
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Michael Sager, Vice President, Multi-Asset & Currency at CIBC Asset Management and Jamie Golombek, Managing Director, Tax and Estate Planning with CIBC join the guys to talk federal budget and more.
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Savana Radley, Entrepreneur / Founder Radley Robots and George Alvarez ICU Doctor join the guys to talk robots and COVID 19.
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Peter Rozenberg, Portfolio Manager, Dynamics Funds joins Dave and Faisal to discuss where the market is headed.
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In this "Best Of" edition, the guys chat with Dr. Richard Smith, CEO of the Foundation for the Study of Cycles (known as the Doctor of Uncertainty) about Non-Fungible Tokens and Blockchain. Dr. Greg Davies, Head of Behavioral Finance at Oxford Risk on how emotional investing results in major losses and can negatively impact your retirement.
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Matt Stang, Founder and CEO Delic Corp talks about rise of psychedelic's in medicine. Dan McTeague, President of Canadians for Affordable Energy discusses the supreme court ruling on the carbon tax and Carolyn Brown, Owner, The Chinook Gardner, discusses trends for your garden/yard this year
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Karen Henderson, Founder, Long-term Care Planning Network/Independent Ageing/Long-Term Care Planning Specialist joins the guys to talk about living options as we age. Dr. Greg Davies, PhD, Head of Behavioral Finance Oxford Risk explains why the current situation is a "perfect storm for emotional investing".
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Dianne Himbeault, researcher with Canada Mortgage and Housing Corporation joins the guys to talk about housing for older adults. Hillary McMeekin, Director of Communications and Investor Education with Albert Securities Commission is back for fraud prevention month!
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It's a wild and brave new world out there! Dr. Richard Smith CEO of The Foundation for the Study of Cycles known as the "Doctor of Uncertainty" joins the guys to talk about non-fungible tokens.
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In this best-of edition the guys are joined by a wide range of guests including Benjamin Tal, Deputy Chief Economist CIBC and Jennifer Lamb, Partner, Carscallen LLP.
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Elizabeth MacRae, President & Certified Exit Planning Advisor, Commercial Ventures talks to the guys about selling your business to retire. Hillary McMeekin, Director, Communications & Investor Education, Alberta Securities Commission checks in to talk about cryptocurrency scams.
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In the best of edition of the show, the gang is joined by Andrew McCreath, CFA President and CEO, Forge First Asset Management Inc. Benjamin Tal, Deputy Chief Economist CIBC contemplates increased taxes in our future. And Dan Prescher, Senior Editor for International Living chats about the world's best places to retire.
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Dave and Faisal chat with Jamie Golombek, Managing Director, Tax & Estate Planning CIBC Private Wealth as well as adventurers Jim and Judy Brown who are Owner/Operators of Sail Dauntless.
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Joining Faisal Karmali and Andrew Mason is Andrew McCreath, CFA President and CEO, Forge First Asset Management Inc. Co-Authors of the book "The Revolutionist: Welcome to the Anti-Retirement Movement" Patti and Milledge Hart are also on this show as well as Jennifer Lamb, Partner Carscallen LLP.
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Charles Tomes, Directgor & Associate Portfolio Manager, Manulife Investment Management talks about the year ahead in fixed income markets. Benjamin Tal, Deputy Chief Economist CIBC contemplates increased taxes in our future.
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Philip Pertusson, Chief Investment Strategist, Manulife Investment Management joins the gents to talk about last year and a look ahead to 2021.
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Debbie Franchuk, RN and Co-Owner of Home Instead in Calgary joins the guys to talk about balance managing work, caregiving and Covid. Dan Prescher, Senior Editor for International Living chats about the world's best places to retire.
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In the "Best Of" edition Frederick Vettese, Author and Actuary talks about if it's better to rent or own. Suzana Popovic-Montag, Hul & Hull LLP -- Can a court change your estate plan?
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In this "Best Of" edition, Hillary McMeekin joins the guys from the Alberta Securities Commission as does regular Jamie Golombek; CIBC tax guru to talk taxes.
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Jeff Opdyke, Editor, The Savvy Retiree (a publication of International Living) joins Dave and Faisal to talk about incentives the Greek government is offering for retirees to move there. Ole Peters, Lead Researcher, London Mathematical Laboratory's Economics program talks about a different wat to look at economics.
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Dr. Brent Macdonald, Lead Psychologist, Macdonald Psychology Group, Adjunct Associate Professor at U of C & Sessional Instructor at MRU talks about how we can manage the isolation during the upcoming holiday season. CIBC World Markets Deputy Chief Economist Benjamin Tal debunks myth that the government can confiscate your assets.
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In this "Best Of" edition, David Fingold Vice-president and senior portfolio manager at Dynamic Funds joins Dave and Faisal.
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Frederick Vettese, actuary an author of "Retirement Income for Life" joins the show to talk about renting a home versus owning. Suzana Popovic-Montag, Managing Partner, Hull & Hull LLP talks about beneficiaries and documenting your intentions.
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Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Private Wealth Management talks readying for tax season and Geopolitical Expert Peter Zeihan checks in to talk about fallout from US election and vaccine hopes.
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Lori Williams, Associate Professor, Policy Studies at Mount Royal University talks about fall-out from the US election. Hillary McMeekin, Directory, Communications and Investor Education, Alberta Securities Commission talks about the "Fraudster's Playbook".
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Lori Williams, Associate Professor, Policy Studies, Mount Royal University joins the show to talk about fall-out from the US election. Hilary McMeekin, Director Communications and Investor Education, Alberta Securities Commission walks us through the "Fraudster's Playbook".
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Andrew Masson steps into the big chair with Faisal this week. Special guest Tye Bousada, Portfolio Manager and Founding Partner, Edgepoint Investment Group Inc. joins the show.
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In this Halloween edition of More Than Money, Jack McIntyre, Portfolio Manager, Global Bond Strategies, Brandywine joins the guys to discuss a variety of topics including suprizes this year, forecast and why choose global vs domestic bonds.
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David Fingold, Vice President and Senior Portfolio Manager, Dynamic Funds talks about how 2020 is shaping up so far including impact of upcoming US election. Dr. James Dickinson, MD, Professor at the Cumming School of Medicine at the U of C and part of the flu surveillance effort in Alberta talks flu shots in this year with Covid 19.
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Philip Petursson, Chief Investment Strategist, Manulife Investment Management joins the guys to discuss 2020 so far.
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In this Thanksgiving "best of" edition Dave and Faisal talk about buying and selling real estate in retirement and enjoy a lighthearted chat with columnist Shelly Fralic on the surprizes retirement can bring.
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In this "best of" edition, the guys discuss mistakes in your will that can cause fights within your family. Jennifer Lamb, Carscallen LLP joins Dave and Faisal.
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Peter Zeihan, Geopolitical expert joins the guys to talk about the impact that the US election will have on the world and how it will impact Canadians.
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Benjamin Tal, Deputy Chief Economist, CIBC brings an update and talks about the impact Covid has had on the Canadian economy. Retired Journalist, Shelley Fralic takes a light-hearted look about the "pack of lies" people are told about retirement.
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Myles Zyblock, Chief Investment Strategist, Dynamic Funds joins Dave and Faisal for an outlook on the economy and Robert Price, Founder and CEO, Bode Canada talks about selling your home independently.
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Dave and Faisal talk to the Alberta Securities Commission Director, Communications & Investor Education about how much Canadians know about their investments. Age-well, Canada's Technology and Aging Network's Education & Training Program Manager joins the conversation with a recent award recipient Noelannah Neubauer to talk about advancements of technology and aging.
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Jennifer Lamb, Estate Litigator, Partner, Carscallen LLP joins Dave and Faisal to talk about wills, including how NOT to land in court and the difference laws between in different provinces.
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Kim Moody, CEO and Elan Harper, Principal with Moodys Tax talk about tax implications if you choose to move away from Canada. Popular returning guest Managing Director, Tax and Estate Planning; Jamie Golombek talks about latest government announcement on CERB as well as taxes on the sale of your home.
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In another edition of "Best of" the guys chat with Pamela Ramege-Morin from statistics Canada regarding Impact of Isolation on Health. And Katherine Zhang from Wallsh LLP talks duties of an executor.
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In this "Best Of" edition, the guys talk to the Alberta Securities Commission, Nurse Next Door re: home-care options and whats the point of a financial plan.
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In this "Best of" edition, the guys talk to Shane Melanson about whether real estate should be part of your retirement financial strategy and Jamie Golombek returns to talk taxes.
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Katherine Zhang, Partner, Wills & Estates, Walsh LLP talks responsibilties of an executor and addresses what has to happen if you don't want to be an executor. Sharon Numerow, Founder, Alberta Divorce Finances talks about divorce during a pandemic.
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David Fingold, Vice-President and Senior Portfolio Manager, Dynamic Funds joins Dave and Faisal to discuss biggest surprizes in the way the market has reacted to events in 2020 so far and what he sees happening for the rest of the year.
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Philip Petursson, Chief Investment Strategist, Manulife Investment Management joins Faisal Karmali and Andrew Mason on this week's episode of More than Money.
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Stephen Robinovitch, Pd.D., Professor, Department of Biomedical Physiology and Kinesiology, Simon Fraser University joins the guy sto talk about improving the quality of life for seniors by helping prevent broken hips. Marty Ebert, Director, Experience Development, Travel Alberta talks about some hidden gems in our province for those who can't or do not want to travel abroad.
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Regular returning guest, Jamie Golombek, Managing Director, Tax and Estate Planning, CIBC Private Wealth Management joins the guys as well as a Senior Analyst from Statistics Canada; Pamela Ramege-Morin
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Travis Tinning, from Nurse Next Door Home Care Services talks about costs and important information for those who want to "age in place" rather than move to a care centre. Benjamin Tal, Deputy Chief Economist, CIBC World Markets also returns to the show to talk about the economy right now.
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Spencer Hugh, CEO of AceAge talks abouta a medication dispensing device that helps to organize and dispense medications to patients to ensure they can access the medicine they need without having to be reliant on caregivers etc. Hillary McMeekin, Director, Communications and Investor Education, Alberta Securities Commission talks about their latest survey regarding investor fraud.
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Shane Melanson, Director of Melanson Developments and host of the Investing Advantage Podcast joins the guys as does our regular guest Jamie Golombek, Managing Director, Tax and Estate Planning with CIBC.
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Michelle Rempel Garner, Member of Parliament (PC, Calgary Nose Hill) joins Dave and Faisal to talk about what the government is doing and the impact it's having on our economy as the Pandemic works its course
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Dr. Jacqueline McMillan; Clinical Assistant Professor, Cumming School of Medicine, Section of Geriatrics, U of C and co-lead for the Canadian Longitudinal Study on Aging joins Dave and Faisal to talk about research with Covid 19 being a major factor. Kerby Centre CEO Larry Mathieson and Co-Founder of Annabot Peter Zhou talk about a new ap to combat loneliness.
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Geopolitical Expert, Peter Zeihan joins Dave and Faisal to to talk about whats happened in regards to money being pumped into the economy, where will further spending go and what's in-store for people who are planning to retire or already in retirement.
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Dave and Faisal talk to Dr. Rick Tytus of WeCareMD about "virtual" doctor check-ups. Shawna Ogston from the Calgary Food Bank joins them to discuss how the "gift of time" is helping the city's vulnerable population.
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Dave chats with Anna Stevens, Manager, Seniors Social Support, Calgary Seniors Resource Society about the gift of time we all have been given. Noah Blackstein, Vice President & Senior Portfolio Manager at Dynamic Funds discusses opportunities and risks in the market today.
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Dr. Andrew Sixsmith joins Dave and Faisal to discuss how older adults are learning to technology as a way to stay connected. Alberta's Medical Director of Seniors Health discusses what is being done and how family members can help keep those in long-term care facilities safe.
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Dave and Faisal are working remotely during the Covid 19 Pandemic so this long weekend "best of" edition features information from Jamie Golombek on tax changes and relief (*please note, information may have changed since time of taping so you are encouraged to visit: https://www.canada.ca/en/revenue-agency/campaigns/covid-19-update.html for up-to-date information. Dr. Wendy Froberg discusses the psychological challenges of being isolated.
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BettyJo Kaiser and Faisal talk about the changes in our day-to-day life, Philip Petursson, Chief Investment Strategist, Manulife Investments joins Faisal for a look at how Covid19 affects market outlook and Hillary McKeekin, Manager Communications for the Alberta Securities Commission warns about fraud during this troubling time.
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Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Private Wealth management joins the gents to talk about the federal government's efforts to support individuals and business through this uncertain time.
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Dr. Wendy Froberg, Clinical psychologist discusses social isolation during this time and how to combat "cabin fever'. City of Calgary Ward 6 Councillor Jeff Davison talks about the local government's plans in wake of the pandemic.
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Guests Dr. Nathan Shall, Geriatrician, and Avery Shenfeld, Managing Director and Chief Economist at CIBC Capital Markets join hosts of the show Dave Popowich and Faisal Karmali
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Pat Johnston, Principal & Actuary, Pension Strategies Inc joins Dave and Faisal as does Jamie Golombek, Managing Director, Tax and Estate Planning, CIBC Financial Planning & Advice.
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National Post journalist Tristin Hopper discusses what it takes to live to be 100. Dave and Faisal also chat with Dr. Sarah Asebedo from Texas Tech University; she is a CFP and co-author of the study "The Psychology of Portfolio Withdrawal Rates" .
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Alison Trollope, Director, Communications & Investor Education, Alberta Securities Commission joins Dave and Faisal to talk fraud. Keith Ambachtsheer, Senior Fellow at the National Institute on Ageing and President of KPA Advisory Services discusses Canadian's preparedness for retirement.
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Calgary media icon Gord Gillies and his partner Kandi McElary discuss their retirement lifestyle.
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Sue Deyell, Co-Host of 770 CHQR Morning Show chats about retirement planning, Max Reed, Cross-Border Tax Lawyer with SKL Tax talks about what you need to know when moving to the United States from Canada, Katharine Zhang, Wills & Estate Lawyer and Partner at Walsh Law discusses the difference between power of attorney and a personal care directive, and lastly, Cindy Beaudet, owner of Destinations Seniors Downsizing joins the show to talk about how to downsize for retirement.
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Myles Zyblock, Chief Investment Strategist, Dynamic Funds joins Dave and Faisal to talk about how 2019 shaped-up and what we can expect this year.
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Cary Mullen, former Canadian Olympian and property owner/developer of Vivo Resorts in Mexico joins the guys as well as Jamie Golombek, Managing Director, Tax and Estate Planning, CIBC Financial Planning and Advice.
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Benjamin Tal, Deputy Chief Eonomist, CIBC joins the guys for 2 segments -- a look back on 2019 and a look ahead to 2020.
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Clinical Psycologist Dr. Wendy Froberg joins the gents to talk cold weather, isolation and how to beat the winter blues. Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Financial Planning & Advice is back to talk taxes in 2020.
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Alison Trollope, Director, Communications and Investor Education, Alberta Securities Commission talks about scams to be aware of and Kathy Engle, Vice president of Strategy, IIROC talks about results from a survey of Canadian investors.
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Dr. Gary Fahy of Intervene Immune, Tom Reid from Sunlife and Philip Mullen from Morneau Shepell join the guys for another "Best Of" edition.
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Kathy Engle with IIROC, Max Reed with SKL Tax and CIBC's Jamie Golombek join the guys for a "Best Of" Edition of More Than Money.
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