The Generational Shift in Retirement

Can ChatGPT Plan Your Retirement?

Dave and Faisal: Why They Started PKAG

Leanna and Rob: Why They Joined 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 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.

Join us for a special &ldquo;Best Of&rdquo; 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.

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 www.morethanmoneyradio.com

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

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&mdash;because it&rsquo;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 <a href="https://www.morethanmoneyradio.com">morethanmoney.ca</a>

Best of! From Rethinking Retirement to the Story That Built PKAG

The Risks & Realities of Aging at Home

Private Savings: the Future of Retirement?

Is now the time to overhaul Canada’s OAS?

Retirement Realities: Canadians Need to Know

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.

Join us for a special Best of episode where we revisit some of the most important conversations we&rsquo;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 &amp; Statistics at SIMA, explains whether stronger personal savings habits could be the key to improving Canada&rsquo;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&nbsp;say they&rsquo;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.

Best of! How Aging, Policy & Planning Shape Your Retirement Future

News That Affects Your Retirement

What Is Your Identity In Retirement?

PKAG's 4 Bucket System

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.

On More Than Money, Faisal Karmali and Leanna Wachniak talk with Heather Spurrell, Relationship &amp; Leadership Coach, about how to shape the years that come after you retire. Faisal and Leanna also explore the question, &ldquo;If you could know your future health, would you want the answer?&rdquo; Finally, they break down why they built their 4-Bucket Strategy and how it guides retirees through every stage of life after work.

Your Identity After Work and Our 4 Bucket Strategy

Make a Will Month

Rising Living Costs Hit Canadian Seniors

Why We Got Into Finance

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.

November is Make-A-Will Month, so what&rsquo;s stopping you?
Faisal Karmali and Rob Gerrie chat with Erin Bury from Willful about why it&rsquo;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.&nbsp;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.

Best of! From Rethinking Retirement to the Story That Built PKAG

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