CHQR / Curiouscast

More Than Money

News EN ↓ 100 episodes

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

Author

CHQR / Curiouscast

Category

News

Podcast website

www.newstalk770.com

Latest episode

Jul 4, 2026

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Episodes

Alberta’s Health Care Under Pressure and a Tough Flu Season 10.01.2026

On More Than Money , Rob Gerrie and Leanna Wachniak sit down with Dr. Paul Parks, President-Elect, Section of Emergency Medicine with the Alberta Medical Association, to talk about how Alberta’s health care system is fragmented, overcrowded, and poorly integrated. They’re also joined by Jason “The Germ Guy” Tetro to discuss Alberta’s influenza season, the effectivenes...

“Best of” Navigating Rising Costs and Life After Work 03.01.2026

Join us for a special "Best of" episode of More Than Money, we talk to Ben McCabe, Founder and CEO of Bloom Finance, to discuss how rising costs are impacting Canadians and what can be done to stay ahead. Next, we spoke with Heather Spurrell, Relationship & Leadership Coach, about how to shape the years that come after you retire. They’re also joined by marketing and branding expert Tony...

“Best of” Aging, Health, and Your Financial Future 27.12.2025

Join us for a special "Best of" episode of More Than Money, we talk to Gere Solomon Woldu from the Alberta Motor Association to clear up misinformation about senior driving and discuss how seniors and their families can find support on the road. Next, we spoke with Dr. Emily McDonald, Lead author, Associate Professor at McGill University about a new tool for medical professionals to help de-p...

Preparing for 2026: Economic Change, AI, and Retirement Planning 20.12.2025

On More Than Money , Rob Gerrie and Leanna Wachniak sit down with University of Calgary economist Trevor Tombe to unpack an unpredictable economy, a new prime minister, and shifting policy and what it could all mean for retirement in 2026. They’re also joined by tech analyst and journalist Carmi Levy for a timely conversation on how AI dominated headlines in 2025, and what its rapid evolutio...

Managing Holiday Pressure and Living with Purpose in Retirement 13.12.2025

On More Than Money , Faisal Karmali and Leanna Wachniak sit down with Dr. Catherine Franssen, Neuroscientist and Founder of Franssen Strategies, to explore how financial stress, especially around the holidays, can overload our brains and impact decision-making. They’re also joined by marketing and branding expert Tony Chapman, Founder of Chatter That Matters , for a conversation on finding a...

Tis The Season For Giving 06.12.2025

On More Than Money, Faisal Karmali and Rob Gerrie speak with Larry Mathieson, President & CEO of Unison for Generations 50+, about supporting seniors in need and the impact of charitable giving. They also talk with Chris Marineau from Lions Foundation of Canada Dog Guides about The Difference Campaign and the push to raise $20 million to build a new national training school. Next, Ryan Preston...

Best of! How Aging, Policy & Planning Shape Your Retirement Future 29.11.2025

Join us for a special Best o f 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 t...

Best of! From Rethinking Retirement to the Story That Built PKAG 22.11.2025

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 thei...

Your Identity After Work and Our 4 Bucket Strategy 15.11.2025

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...

The Federal Budget and Protecting Your Legacy 08.11.2025

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...

Economic Uncertainty and the New Reality for Canadian Travelers 01.11.2025

On More Than Money , Dave Popowich and Leanna Wachniak sit down with Benjamin Tal, Deputy Chief Economist at CIBC World Markets Inc., to unpack the unpredictable state of Canada’s economy and what it could mean for retirees. Then, they talk with Stephen Fine from Snowbird Advisor about new fingerprinting and photo requirements for Canadians heading south this winter. Finally, Dave and Leanna...

Why Alberta’s $100 COVID Fee Has Retirees Talking 25.10.2025

On More Than Money , Faisal Karmali and Rob Gerrie talk with Laura Tamblyn Watts of CanAge about how to start tough conversations about aging. Dr. Lynora Saxinger shares why Alberta’s new COVID-19 vaccine rollout has many frustrated. Kaci-Ann Phillips explains how doomscrolling impacts mental health. Finally, Faisal and Rob discuss the common mistakes families make when protecting their chil...

The Art of Spending Money and What the 2025 Calgary Election Means for Retirees 18.10.2025

On More Than Money, Lori Williams, Political Analyst and Professor at Mount Royal University, joins Leanna Wachniak and Dave Popowich to unpack what the 2025 Calgary municipal election means for retirees - from property taxes to how city decisions affect your financial future. Then, Leanna and Dave discuss The Art of Spending Money by Morgan Housel, exploring how retirees can spend with confidence...

How to Protect Your Money, Redefine Retirement, and Support Family Wisely 18.10.2025

On More Than Money, Leanna Wachniak and Dave Popowich talk with Hilary McMeekin from the Alberta Securities Commission about how retirees can spot scams and protect their finances during Cyber Security Awareness Month. Tony Chapman, Founder of Chatter That Matters, shares how to redefine yourself after retirement. Finally, Leanna and Dave ask: Should you give money to your adult children and how m...

Financial Planning Month and Should We Overhaul Canada’s OAS? 11.10.2025

On More Than Money, Leanna Wachniak and Dave Popowich talk with Paul Kershaw, Founder of Generation Squeeze and Professor at UBC, about the proposed overhaul of Old Age Security (OAS) and what it could mean for Canadian retirees. As Financial Planning Month reminds us, now is the time to review your retirement plan, ensure your income strategy is secure, and take control of your financial future....

The Alberta teachers strike and can AI plan your retirement? 04.10.2025

On More Than Money, Leanna Wachniak and Dave Popowich talk with Chris Gallaway, Executive Director, Friends of Medicare about the concerns surrounding the continuing care system in Alberta. Then, Dr. Jason Foster, Labour Relations expert at Athabasca University, talks about a teachers’ strike could be on the horizon in Alberta, and that means classrooms closed and grandparents could be calle...

Retirement Planning, U.S. Property and Smart Travel 27.09.2025

On More Than Money, Leanna Wachniak and Rob Gerrie talk with Anne-Elise Cugliari Allegritti,   VP of Research & Communications from Royal Lepage about why 54 percent of Canadians with properties in the U.S. have either sold or are thinking of selling. Then, Claire Newell, Founder and President of Travel Best Bets, talks about the ways retirees can make travel less stressful and more enjoy...

Health, Wealth, and the origin behind our partnership 20.09.2025

On More Than Money, Faisal Karmali and Dave Popowich talk with Dr. Emily McDonald,   Lead author, Associate Professor at McGill University about a new tool for medical professionals to help de-prescribe unnecessary medications for patients. Then, Ian Bragg - VP of Research and Statistics @ SIMA, talks about how private savings are on the rise. Then, Faisal and Dave share with you the origin s...

Retirement Transitions, Capital Gains, and Carney's First Five Projects 13.09.2025

On More Than Money, Faisal Karmali and Rob Gerrie talk with Gere Woldu from the Alberta Motor Association to clear up misinformation about senior driving and discuss how seniors and their families can find support on the road. Then, Moshe Lander, Economics Professor at Concordia University, breaks down Carney’s five nation-building projects. Also, Faisal and Rob dive into whether retirement...

How to Future-proof Your Home When Aging 06.09.2025

On More Than Money, Dave Popowich and Leanna Wachniak talk with Robert Hocking, Co-founder of Adaptive Living about why preparing your home now is key to living comfortably and safely in retirement. Then, Dr. Catherine Franssen, Neuroscientist and Founder of Franssen Strategies, unpacks the science behind pumpkin spice and why this seasonal flavour sparks such a powerful emotional response. Also,...

The Retirement Journey: Homes, Mortgages, and Aging 30.08.2025

Join us for a special "Best of" episode of More Than Money, we talk to Phil Soper - President and CEO of Royal Le Page, on how 3 in 10 Canadians planning to retire within the next two years say they will carry a mortgage into retirement. Next, Mike Moffatt, Economist and Founding Director of University of Ottawa’s Missing Middle Initiative, talks about why should downsizing be a top consider...

Disruption in Retirement: Pensions, Inflation, and Labour Uncertainty 23.08.2025

On More Than Money, Faisal Karmali and Dave Popowich explore the forces disrupting retirement in Canada. Kathryn Bush, Senior Fellow at the C.D. Howe Institute and former chair of the Association for Canadian Pension Management’s National Policy Committee, joins us to discuss the national pension dashboard in development and what it could mean for retirement planning. Then, Corinne Pohlmann,...

Paying for COVID Shots and What You Can Gain from AI 16.08.2025

On More Than Money , Dave Popowich and Rob Gerrie talk to Dr. James Talbot about why Albertans now have to pay for COVID-19 shots and what it means for seniors. Then, Patrice Lindo explores how retirees can use AI to turn experience into purposeful side gigs and how AI is changing retirement planning. We discuss the risks, rewards, and why having a financial advisor for retirement still matters. S...

Alberta Pension Plan Could Boost Retirement Income 09.08.2025

Faisal and Leanna dig into a major blind spot in many retirement plans: health care. From out-of-pocket medical costs to the rising need for long-term care, they explain why planning for your health is just as important as planning for your wealth. Then, Tegan Hill from the Fraser Institute joins to unpack Alberta’s pension proposal, the potential $334 billion transfer, and how it could impa...

Best of! From Energy to Headlines - The Truth about Retirement Readiness 02.08.2025

Join us for a special "Best of" episode of More Than Money, we talk to Ofer Niv, a transformational healer and guide, reveals how retirees can clear blocks and unlock more purpose, vitality, and joy. Then, Longtime journalist and SAIT educator Laura Knop-Wright joins us to explore how to tell news from noise and why retirees need to think critically before reacting to headlines. Also, we discuss r...

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