Join Faisal Karmali and Leanna Wachniak on More Than Money as they talk to Trevor Tombe, Professor of Economics, University of Calgary & Research Fellow at the School of Public Policy, about the proposed Alberta Pension Plan: will it ever get off the ground?

Also on the show, Raj Tandon, Founding Partner, Algonquin Capital, talks about what he foresees happening in the fixed income market in 2025. And Dr. Jack M. Mintz, Senior Fellow of the C.D. Howe Institute, discusses the capital gains tax and how recent changes could harm economic growth and innovation.

Join Faisal Karmali and Leanna Wachniak on More Than Money as they talk to Trevor Tombe, Professor of Economics, University of Calgary &amp; Research Fellow at the School of Public Policy, about the proposed Alberta Pension Plan: will it ever get off the ground?Also on the show, Raj Tandon, Founding Partner, Algonquin Capital, talks about what he foresees happening in the fixed income market in 2025. And Dr. Jack M. Mintz, Senior Fellow of the C.D. Howe Institute, discusses the capital gains tax and how recent changes could harm economic growth and innovation.

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>

Is the Alberta Pension Plan dead?

News That Matters To You

Solo Seniors Demand Tax Fairness

Does Having a Pet Help Your Retirement?

How Did Our Family Plan for 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, Director of Single Seniors for Tax Fairness, joins the conversation to explain the issues single seniors face and what her organization is doing to push for change.

Then, Leanna and Rob discuss the role pets can play in retirement. While pets can offer companionship and support well-being, they also come with costs and long-term responsibilities. Philip Tedeschi, Founder and Director of the Institute for Human-Animal Connection and professor at the University of Denver, joins the show to explore both sides.

To close the show, Leanna and Rob share personal family experiences with retirement, from Rob’s mother navigating retirement on her own to Leanna’s grandfather facing retirement without financial security.

On this week&rsquo;s episode of More Than Money, Leanna Wachniak and Rob Gerrie discuss today&rsquo;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, Director of Single Seniors for Tax Fairness, joins the conversation to explain the issues single seniors face and what her organization is doing to push for change.
Then, Leanna and Rob discuss the role pets can play in retirement. While pets can offer companionship and support well-being, they also come with costs and long-term responsibilities. Philip Tedeschi, Founder and Director of the Institute for Human-Animal Connection and professor at the University of Denver, joins the show to explore both sides.
To close the show, Leanna and Rob share personal family experiences with retirement, from Rob&rsquo;s mother navigating retirement on her own to Leanna&rsquo;s grandfather facing retirement without financial security.

What Markets and Taxes Are Really Doing to Retirement

Federal Job Cuts and Early Retirement

How is the Alberta Budget affecting Retirees?

Withdrawing Your Savings With the Least Tax

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 Canadians into retirement earlier than expected and ask the important question: if retirement is forced on you, are you really ready?

Then, Dave and Rob turn to the Alberta budget and rising property taxes in Calgary. What is driving the increase, and what does it mean for retirees? They are joined by Trevor Tombe, economist at the University of Calgary, to break it down.

To close the show, with tax season fast approaching, Dave and Rob discuss the three most common tax issues retirees face and how to solve them.

On this week&rsquo;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 Canadians into retirement earlier than expected and ask the important question: if retirement is forced on you, are you really ready?
Then, Dave and Rob turn to the Alberta budget and rising property taxes in Calgary. What is driving the increase, and what does it mean for retirees? They are joined by Trevor Tombe, economist at the University of Calgary, to break it down.
To close the show, with tax season fast approaching, Dave and Rob discuss the three most common tax issues retirees face and how to solve them.

How Market Volatility Affects Retirement Planning

Why Are Affluent Retirees Financial Insecure?

Retire Ready or Retire Regret?

Divided over Dividends

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 the University of Alberta, to explore why financial insecurity can persist even for affluent retirees, including those who look financially “set” on paper.

Next, Tony Chapman, marketing and branding expert and founder of Chatter That Matters. Joins the conversation to discuss a common gap in retirement planning: many people prepare financially, but few prepare for what day-to-day life and identity look like once work ends.

To close, Leanna and Dave break down a timely debate: “Divided Over Dividends.” Dividends can feel predictable, but if you rely on them too heavily, could they end up splitting your retirement plan in the wrong direction?

On this week&rsquo;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&rsquo;re then joined by Dr. Michelle Maroto, Professor in the Department of Sociology at the University of Alberta, to explore why financial insecurity can persist even for affluent retirees, including those who look financially &ldquo;set&rdquo; on paper.
Next, Tony Chapman, marketing and branding expert and founder of Chatter That Matters. Joins the conversation to discuss a common gap in retirement planning: many people prepare financially, but few prepare for what day-to-day life and identity look like once work ends.
To close, Leanna and Dave break down a timely debate: &ldquo;Divided Over Dividends.&rdquo; Dividends can feel predictable, but if you rely on them too heavily, could they end up splitting your retirement plan in the wrong direction?

Is the Alberta Pension Plan dead?

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