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
Preparing for 2026: Economic Change, AI, and Retirement Planning
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 Lev…
38:38
Managing Holiday Pressure and Living with Purpose in Retirement
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 b…
37:55
Tis The Season For Giving
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 Campa…
38:21
Best of! How Aging, Policy & Planning Shape Your Retirement Future
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 …
38:07
Best of! From Rethinking Retirement to the Story That Built PKAG
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 planni…
37:06
Your Identity After Work and Our 4 Bucket Strategy
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 …
37:20
The Federal Budget and Protecting Your Legacy
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…
38:18
Economic Uncertainty and the New Reality for Canadian Travelers
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 fingerpri…
38:46
Why Alberta’s $100 COVID Fee Has Retirees Talking
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…
38:01
The Art of Spending Money and What the 2025 Calgary Election Means for Retirees
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…
19:43