Withdrawing Your Savings With the Least Tax

Solo Seniors Demand Tax Fairness

Downsizing is on the up

How do you plan for early retirement?

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?

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?

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>