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More Than Money

More Than Money

Auteur(s): CHQR / Curiouscast
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À propos de cet audio

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.com2025 CHQR / Curiouscast Finances personnelles Politique Économie
Épisodes
  • Your Identity After Work and Our 4 Bucket Strategy
    Nov 15 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 every stage of life after work.

    See omnystudio.com/listener for privacy information.

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    37 min
  • The Federal Budget and Protecting Your Legacy
    Nov 8 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 confidence is still what drives them today.

    See omnystudio.com/listener for privacy information.

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    38 min
  • Economic Uncertainty and the New Reality for Canadian Travelers
    Nov 1 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 share what continues to drive their passion for helping Canadians plan, protect, and enjoy their retirement.

    See omnystudio.com/listener for privacy information.

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    39 min
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