Advertise on podcast: More Than Money

On this week’s episode of More Than Money, Dave Popowich and Rob Gerrie discuss a new Edward Jones report revealing the financial toll of caregiving, with some Canadians spending more than $10,000 a year supporting loved ones. How can you care for family without jeopardizing your own retirement? Then, discover the growing trend of “grandma tourism,” where travellers embrace a slower pace of life through food, family and tradition. Lesley Keyter, CEO and Founder of The Travel Lady, joins Dave and Rob to explore how travellers are connecting with cultures through cooking classes and experiences led by local grandmothers. See omnystudio.com/listener for privacy information.

On this bonus 30 minute episode, Faisal chats with Mark Parsons, Vice President and Chief Economist at ATB Financial, to examine Alberta’s economic outlook for 2027, including how referendum uncertainty could affect growth, investment and retirees. To close the show, Faisal and Rob look at the financial realities of retiring abroad, from CPP and OAS benefits to taxes, healthcare coverage and the potential costs of moving back to Canada. See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Dave Popowich discuss the growing challenges of funding a long retirement, from the gap left by workplace pensions to balancing financial security with enjoying your active years. Then, Salimah Walji-Shivji, CEO of AgeCare, joins the show to explain how families can prepare for the move to continuing care, including assessments, choosing a facility and navigating the transition. Next, Faisal and Dave explore whether younger Canadians should prioritize experiences today over saving for retirement, and how to strike a balance between the two. With Alberta’s October 19 referendum approaching, they also discuss how families can navigate political disagreements and why important conversations about estate planning shouldn't wait. See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Dave Popowich look at what Rob Carrick learned during his first year of retirement, including spending more than expected and the growing importance of health. Are we too focused on reaching a retirement number and not enough on planning for what retirement will actually look like? Then, tech analyst and journalist Carmi Levy joins the show to explore how AI could help seniors manage their health and stay independent longer, while also making fraud and scams harder to detect. Next, Dr. Saskia Sivananthan, Founder and CEO of The Brainwell Institute, discusses the challenges families face after a dementia diagnosis, from coordinating medical care to navigating home care and housing. To close the show, Faisal and Dave discuss Alberta’s upcoming referendum and what potential changes could mean for your retirement plan, including government benefits, taxes and investments. See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie are joined by Anthony Quinn, President of CARP, to discuss whether older Canadians are being unfairly blamed for the economic pressures facing younger generations and what changes to OAS or health care could mean for the future. Then, Faisal and Rob discuss what happens when couples retire at different times and how to plan when one person is ready to stop working before the other. See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie look at new research suggesting workers 55 and older in jobs more exposed to AI have become more likely to leave the workforce. If technology changes your career before you’re ready to retire, should AI now be considered a retirement-planning risk? Then, Dr. Jerome Leis of Sunnybrook Health Sciences Centre joins them to discuss new Canadian research showing how rapid testing in long-term care homes could identify respiratory infections faster and help reduce ER transfers. See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak look at how taxes change once you retire and whether being too cautious with your savings can lead to underspending. Then, Erin Bury, Co-Founder and CEO of Willful, joins them to discuss griefbots, digital likenesses and who should control your online identity after you die. Next, Salimah Walji-Shivji, CEO of AgeCare, explains Alberta’s continuing care system, the different levels of care and what families should know before a decision has to be made in a crisis. To close the show, Faisal and Leanna break down PKAG’s Health Bucket, what it is designed to cover and how retirees can prepare for health-care costs that may arise later in life. See omnystudio.com/listener for privacy information.

Join us for a special Best of More Than Money episode. Leanna and Faisal start by exploring what can surprise people most once retirement actually begins, from changes in spending and routine to the emotional side of leaving work. Next, Leanna and Rob speak with Esme Fuller-Thomson from the Institute for Life Course and Aging about how lifelong learning can help retirees stay mentally sharp and socially connected. Then, Dr. Emily McDonald of McGill University joins Rob and Leanna, to discuss why medications can pile up over time and how annual medication reviews may help. To close the show, Dave and Faisal look at TFSAs and why many Canadians aged 55 to 59 are using far less than their available contribution room. See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie discuss the growing gap between public and private-sector pensions and whether governments should expand workplace retirement coverage. Then, Mario Canseco, President of Research Co., joins them to examine a new survey on whether health-care professionals should be allowed to object to participating in Medical Assistance in Dying. Next, microbiologist Jason Tetro “The Germ Guy”, explains why Alberta’s rising number of tick reports matters for retirees who enjoy gardening, golfing and spending time outdoors. To close the show, Faisal and Rob break down PKAG’s Growth Bucket, why retirees still need growth and how it supports future income. See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Rob Gerrie and Leanna Wachniak explore “doom spending” and how retirees can tell whether their purchases support their goals or are driven by fear. Then, they’re joined by Tim Bruckner, Professor and Chancellor’s Fellow of Public Health at the University of California, Irvine, to discuss whether work may help slow cognitive decline and how retirees can replace the routine and social connection it provides. Next, Anthony Damtsis of the CAAT Pension Plan also shares new research comparing Canadians’ retirement expectations with retirees’ actual experiences. To close the show, Rob and Leanna discuss how political uncertainty surrounding Alberta’s October referendum could affect retirement decisions and when it makes sense to adjust a financial plan. See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Dave Popowich and Rob Gerrie discuss a recent Benefits Canada article reporting that half of Canadians worry about outliving their retirement savings. How can a proper plan make that uncertainty more manageable? Then, more Albertans are receiving fraudulent text messages claiming their health cards have expired and need to be replaced. David Shipley, CEO of Beauceron Security, explains how these scams work and how people can protect themselves. Next, Dave and Rob look at how Canada’s major pension plans build their portfolios around the payments they will need to make years and even decades into the future. What can individual retirees learn from this disciplined approach to investing? To close the show, they explore what to consider when choosing a financial advisor, including how they plan, communicate, and charge for their services. How can you determine whether an advisor is the right fit for your retirement, or whether it may be time for a change? See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak look at why Canadians place such a high value on guaranteed retirement income and what those without a workplace pension can do to create more financial security. Then, Salimah Walji-Shivji, CEO of AgeCare, joins the show to explain Alberta’s continuing care system, the different levels of care available, and how retirees can prepare for future costs before a crisis occurs. Next, economist Moshe Lander discusses two major pipeline proposals involving Alberta oil and what their potential economic impact could mean for retirees and their finances. To close the show, Faisal and Leanna explore the Financial Independence Retire Early movement and what Canadians in their 40s and 50s should consider if they hope to retire ahead of schedule. See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Dave Popowich and Faisal Karmali explore why many Canadians are choosing not to downsize in retirement, despite concerns about housing options. Then, Rob Gerrie and Leanna Wachniak speak with Dr. Emily McDonald of McGill University about why regular medication reviews can matter as prescriptions build up over time. Next, Faisal and Leanna are joined by Fidelity’s Michelle Munro to discuss retirees using AI for budgeting, taxes, and retirement planning, and why many still prefer human advice. To close, Dave and Faisal look at why Canadians aged 55 to 59 are leaving so much TFSA contribution room unused, despite the potential tax benefits in retirement. See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Rob Gerrie and Leanna Wachniak discuss why many retirees struggle to spend their savings, even when they can afford to. Then, divorce and family lawyer Russell Alexander explains the financial realities of a “silent divorce,” when a marriage gradually comes apart without a major conflict. Next, Esme Fuller-Thomson from the University of Toronto explores how returning to school later in life can support brain health and help retirees build new social connections. To close the show, Rob and Leanna discuss the often-overlooked first 90 days of retirement, particularly for Alberta tradespeople whose work provided routine, purpose, and community. See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak discuss a recent topic from The Globe and Mail’s Second Act series on reinventing retirement: could prediction markets become part of your retirement portfolio as they grow in popularity? Many of these articles use the word “investment,” but is that really the right word? Faisal weighs in. Then, they are joined by retired Calgary oil and gas executive Ed Malcolm, who shares his outlook on retirement through the idea of Life 1.0, Life 2.0, and Life 3.0. Life 1.0 is your school years, Life 2.0 is your working years, and Life 3.0 is your retirement years. Ed also discusses his latest business venture, Thermae Eleven, a new outdoor-only spa, and explains why he decided to take on something new in retirement. To close the show, Faisal and Leanna turn their attention to Seniors’ Loneliness Awareness Week and a topic that does not get enough attention: loneliness among older men. We live in the most connected world in history, yet many older men are quietly becoming more isolated. When a career ends, so can a built-in social network, and men are often the last to reach out when they need support. See omnystudio.com/listener for privacy information.