And where are the opportunities worldwide?

Join Dave and Faisal on More Than Money as they talk to Robert Beauregard, Chief Investment Officer of Global Alpha, about his outlook on volatility, global markets and what you need to be aware of so you can find opportunities.

And where are the opportunities worldwide? Join Dave and Faisal on More Than Money as they talk to Robert Beauregard, Chief Investment Officer of Global Alpha, about his outlook on volatility, global markets and what you need to be aware of so you can find opportunities.

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>

What Are We Seeing Happen in the Global Markets?

News That Matters To You

What is the bond market telling us right now?

How do the CUSMA negotiations Affect You?

Financial implications of moving provinces

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 Partner and Chief Strategy & Risk Officer at Algonquin Capital, to examine why markets are becoming more cautious about growth and why investors are increasingly turning to the relative safety of bonds.

Then, Leanna and Rob sit down with Duane Bratt, Professor of Political Science in the Department of Economics, Justice, and Policy Studies at Mount Royal University, to discuss how CUSMA negotiations may seem distant but can quietly affect your retirement through taxes, travel, currency, and even real estate.

To close the show, Leanna and Rob break down the financial implications of moving to another province in retirement and the key factors you need to consider before making that decision.

On this week&rsquo;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&rsquo;Costa, Founding Partner and Chief Strategy &amp; Risk Officer at Algonquin Capital, to examine why markets are becoming more cautious about growth and why investors are increasingly turning to the relative safety of bonds.
Then, Leanna and Rob sit down with Duane Bratt, Professor of Political Science in the Department of Economics, Justice, and Policy Studies at Mount Royal University, to discuss how CUSMA negotiations may seem distant but can quietly affect your retirement through taxes, travel, currency, and even real estate.
To close the show, Leanna and Rob break down the financial implications of moving to another province in retirement and the key factors you need to consider before making that decision.

Retirement in a Changing World: Markets, Costs, and Big Decisions

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.

What Are We Seeing Happen in the Global Markets?

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