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
Should You Use AI to Plan Your Retirement?
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 peop…
38:20
“Best of” Tax Season Meets Retirement: What It Means for You
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 …
40:11
Retirement Right Now: Net Worth, Costs, Stress
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…
38:39
Retirement in a Changing World: Markets, Costs, and Big Decisions
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 Partn…
37:22
What Markets and Taxes Are Really Doing to Retirement
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, Direc…
37:08
How Market Volatility Affects Retirement Planning
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 Canadi…
36:55
Why Even Wealthy Retirees Feel Financially Insecure?
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 t…
38:11
Retirement planning at 50 in Canada
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,…
39:15
Elon Musk Says You Won’t Need to Save for Retirement. Is He Right?
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 P…
37:32
Why Retirement Feels More Uncertain for Canadians
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 Seit…
37:51