More Than Money

CHQR / Curiouscast

4.8 (29)
BUSINESS NEWS
UPDATED BIWEEKLY

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

23 HRS AGO

“Best of” Navigating Rising Costs and Life After Work

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 Chapman, Founder of Chatter That Matters, for a conversation on finding a renewed sense of purpose in retirement. Lastly, Dave opens up about how aging has redefined his goals, mindset, and approach to life, don’t miss this powerful conversation. See omnystudio.com/listener for privacy information.

38 min
2025-12-27

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

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-prescribe unnecessary medications for patients. Also, Leanna and Dave talk about, can ChatGPT plan your retirement? Lastly, Faisal and Rob share the common mistakes families make when it comes to protecting their children’s inheritance and how to avoid them. See omnystudio.com/listener for privacy information.

38 min
2025-12-20

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

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 evolution could mean for Canada’s future as we head into 2026. To close out the show, Rob and Leanna tackle an important planning question: what happens when your financial advisor retires, and how can that transition be handled smoothly? See omnystudio.com/listener for privacy information.

39 min
2025-12-13

Managing Holiday Pressure and Living with Purpose in Retirement

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 renewed sense of purpose in retirement. Faisal and Leanna wrap up the show by sharing how thoughtful retirement planning can make room for meaningful experiences, like a trip you didn’t even know you wanted to take yet. See omnystudio.com/listener for privacy information.

38 min
2025-12-06

Tis The Season For Giving

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 from the Veterans Association Food Bank explains why donations are down 80% and why urgent help is needed. Finally, Holli Bjerland from the Alzheimer Society of Alberta & NWT shares how Canadians can support those affected by Alzheimer’s this holiday season. See omnystudio.com/listener for privacy information.

38 min
2025-11-29

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

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. See omnystudio.com/listener for privacy information.

38 min
2025-11-22

Best of! From Rethinking Retirement to the Story That Built 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. See omnystudio.com/listener for privacy information.

37 min
2025-11-15

Your Identity After Work and Our 4 Bucket Strategy

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. See omnystudio.com/listener for privacy information.

37 min

See All (101)

4.8

out of 5

29 Ratings

Great advice

2021-05-21

AreYouForReal?

Great podcast. It’s really helped me think about retirement planning more holistically, and break down issues into manageable pieces.
Fluctuations in sound levels

2020-07-07

amok2010

Hi I enjoy listening to this podcast but often there are huge fluctuations in sound volume ... inaudible from one of the hosts while super loud from the other. Would appreciate if someone could look into this issue. Thanks!

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