More Than Money
More Than Money
More Than Money is your weekly guide to retirement, from financial strategies to lifestyle planning, we cover what really matters in making the most of your retirement—because it’s about more than just money. Hosted by Portfolio Managers and Investment Advisors Dave Popowich and Faisal Karmali, along with Wealth Advisors Leanna Wachniak and Rob Gerrie. Learn more at morethanmoney.ca
Retirement’s First 90 Days: Spending, Separation and Starting Over
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 com…
37:09
Life 3.0: Investing, Reinvention, and Loneliness in Retirement
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 wo…
38:11
The Road to a Successful Retirement
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 befor…
37:20
"Best of" Retirement and Well Being: The Psychology Behind the Plan
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. Va…
38:18
Alberta Separation: Retirement Under Pressure
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 peopl…
37:48
Retirement Planning Beyond “Do I Have Enough?”
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, Pr…
38:22
Carney’s $25B Question and the New Retirement Reality
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.…
38:03
Health Risks in Retirement: Why Canadians Need to Plan Beyond Money
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…
37:50
Carney’s Canada: Strong Abroad, Struggling at Home
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 retiremen…
38:48
What the Artemis Mission Can Teach You About Retirement
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 …
39:22