Episodes
Join Rob Gerrie and Leanna Wachniak as they talk to Derek Dobson, CEO and Plan Manager of CAAT Pension Plan, about his research showing that people are willing to take a lower salary if it means getting a better pension plan and how this impacts retirement.
Published 09/09/23
Join Faisal Karmali and Leanna Wachniak as they talk to Cynthia J. Campbell, Director of Enforcement with the Alberta Securities Commission, about romance scams: what they are and how to avoid them.
Published 09/02/23
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Kirk Jensen, President of Pickleball Alberta, about how pickleball has made a major impact on seniors physical and mental well-being. Also on the show, are you a snowbird? Summer may not be over yet but if you're planning on escaping for the winter, you may want to start your planning now. Omar Kaywan, Co-founder and Chief Growth Officer at Goose Insurance joins the show to give you some tips.
Published 08/26/23
Join Dave Popowich and Faisal Karmali as they talk to Avery Shenfeld, CIBC's Chief Economist, about where inflation numbers are going and how Canada's interest rates compare to other countries.
Published 08/19/23
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about what tax changes Canadians should anticipate for 2024 and how you can prepare for them.
Published 08/12/23
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Nadine Faule, Real Estate Agent specializing in relocating to Calgary, about what's happening in the housing market and why we're seeing so many people moving to Calgary. Also on the show, Sayeh Bayat, PhD, Assistant Professor, Biomedical & Geomatics Engineering, Schulich School of Engineering and member of the Hotchkiss Brain Institute and O'Brien Institute for Public Health, talks about ways to accurately...
Published 08/05/23
Join Faisal Karmali and Leanna Wachniak as they talk to Ronan McMahon, editor of Real Estate Trend Alert, about the top locations for retirement homes under $150K and what you should do if you are interested in them.
Published 07/29/23
Join Faisal Karmali and Leanna Wachniak on More Than Money as they talk to Kristin Biefer, Chair of Research Committee at Canadian Public Pension Leadership Council, about Canadians' perception on retirement. Also on the show, Cynthia J. Campbell, Director of Enforcement, Alberta Securities Commission, talks about what to be on the look out for when it comes to fraud.
Published 07/22/23
Join Dave Popowich and Faisal Karmali on More Than Money this Saturday, July 15 at 3:00 p.m. as they talk to Andrew McCreath, CEO and CIO of Forge First Asset Management, about the where investors can find opportunities.
Published 07/15/23
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about trusts and how to determine if they are the right option for your situation.
Published 07/08/23
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Chris Gandhu, Partner and Family Office Leader, KPMG LLP, about immigration trends and why high net worth individuals and entrepreneurs are finding Canada attractive.
Published 06/26/23
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about trusts. What are they used for and how do you know if they are the right option for your situation? Also on the show, Gary Poier, author of Make Retiring Easy: How to Create the Best Retirement Life for Your Clients, talks about how you can get the most out of your retirement.
Published 06/17/23
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Brian D'Costa, Founding Partner and President of Algonquin Capital, about what's happening in the bond market and where investors can find opportunities.
Published 06/15/23
Also on the show, where do health and legacy fit into retirement planning? Join Rob Gerrie and Leanna Wachniak on More Than Money as they talk to Dr. Zahinoor Ismail, Professor of Psychiatry, Neurology, Epidemiology and Pathology at the Hotchkiss Brain Instritute for Public Health at the University of Calgary, about how dementia can affect a community of people. Also on the show, Dave and Faisal are interviewed about the health and legacy buckets.
Published 06/03/23
Join Leanna Wachniak on More Than Money as she talks to Brian Lambier, President, Career Vitality, about how to find your purpose in retirement. Also on the show, Susan Naylen Sorrell, Founder, Prairie Mountain Partners, talks about what to do if you're a business owner looking to exit your business.
Published 05/27/23
Join Dave Popowich and Rob Gerrie on More Than Money as they talk to Omar Kaywan, Co-Founder of Goose Insurance and Canadian Travel Expert, about tips for travelling this summer without breaking the bank.
Published 05/20/23
Join Dave Popowich and Faisal Karmali on More Than Money this Saturday as they talk to John Brown, Registered Architect and Dean with the University of Calgary's School of Architecture, Planning, and Landscape, about his Garden Loft project and how it could fill the gap we see in long-term care options.   Also on the show, William Robson, CEO with C.D. Howe Institute, talks about why the rules surrounding RRIF accounts should be revamped and what impact it would have on retirees.
Published 05/06/23
Join Dave Popowich and Rob Gerrie on More Than Money as they talk to Maureen Dobranski, speaker, author, and retirement expert, about finding your purpose and making the most of your retirement. Ryan Frederick, strategy consultant specializing in place and healthy longevity, author of Right Place, Right Time, discusses the different living options like remaining in your current home to downsizing, intergenerational living, co-housing, senior living and more. Also on the show, Colin Hayles,...
Published 04/29/23
Join Dave Popowich and Leanna Wachniak on More Than Money as they talk to Tony Crescenzi, Executive VP, Market Strategist and General Portfolio Manager with PIMCO, about what we're seeing in the markets and where investors can find opportunities.
Published 04/22/23
Join Dave Popowich and Faisal Karmali on as they talk to William Robson, CEO, C.D. Howe Institute, about why the Canadian government should be taking another look at retirement savings rules for RRIF withdrawals and what this could mean for retirees.   Also on the show, John Brown, Registered Architect and Dean of the University of Calgary's School of Architecture, Planning and Landscape, talks about his project Garden Loft and how it fills the gap we see in long-term care facilities.
Published 04/15/23
Dave and Faisal go through a thought experiment and reveal the different ways people can view aging and lifestyle.
Published 04/08/23
Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about the new federal budget and how it will impact Canadians. Also on the show, Kristina Koch, Business Development Manager with TuGo, talks about what you need to know when it comes to travel insurance and how it can impact your travel plans.
Published 04/01/23
Join Faisal Karmali and Rob Gerrie as they talk to Frederick Vettese, author of Retirement Income for Life, about how inflation impacts your income needs in retirement. Also on the show, Denise Thingvold, Certified Executor Advisor with Leading Edge Executor Services, discusses how involving an impartial third party can help executors when settling estates.
Published 03/25/23
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Kathy Mendham with Proactive Seniors about long-term care facilities. What should you know if you're trying to help a loved one? Also on the show, Furkhan Dandia, a counsellor, author and podcaster joins the show to talk about changing your mindset in retirement so you can define and fulfill your purpose.
Published 03/18/23
Join Dave Popowich and Leanna Wachniak on More Than Money as they talk to Michael Sager, Vice President, Multi-Asset & Currency at CIBC Asset Management, about what's happening in the markets and strategies that can help you succeed in the long run.   Also on the show, Dr. Bruce Hutchison, retired psychologist and author of Emotions Don't Think: Emotional Contagion in a Time of Turmoil, talks about how emotions can impact your decision making.
Published 03/11/23