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More Than Money

More Than Money

Auteur(s): CHQR / Curiouscast
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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
  • How to Cut Through The Noise To Find The Truth
    Jun 28 2025

    From misinformation to media fatigue, today’s news cycle can overwhelm even the most informed. 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.

    What does a wave of potential Alberta referendums mean for your voice and your wallet? Political scientist Lori Williams unpacks the Alberta Next panel, plus weighs in on Canada’s $150B annual NATO spending pledge and how it could affect taxpayers in the years ahead.

    See omnystudio.com/listener for privacy information.

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    38 min
  • Avoiding Estate Mistakes, and Overcoming Emotional Money Decisions
    Jun 20 2025

    Elizabeth Brown from Single Seniors for Tax Fairness explains why single seniors face higher tax burdens and what policy changes could help. Laura Tamblyn Watts, President & CEO of CanAge, shares a report urging early dementia diagnosis and stronger community support. Katharine Zhang, Partner at Walsh LLP, highlights common estate planning mistakes, including TFSA and RRSP designation traps.

    Dave and Leanna discuss how emotional reactions to market uncertainty can lead to costly financial decisions and how to avoid them.

    See omnystudio.com/listener for privacy information.

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    38 min
  • Selling Property, Shifting Energy, and the Oil Outlook
    Jun 9 2025

    Oil production shutdowns, U.S. tariffs, and global uncertainty are putting Alberta’s energy future, and potentially retirees’ finances at risk. What does it mean for taxes, inflation, and your investments?Faisal Karmali and Leanna Wachniak will break it down with the President of Canadians for Affordable Energy Dan McTeague on this week's episode of More Than Money QR Calgary.

    Selling U.S. Property: Avoiding Tax Pitfalls and Refund Delays for Canadians
    Thinking about buying or selling U.S. property? It might not be as simple as you think. Tax traps, long refund waits, and changing cross-border rules could trip you up. We’re diving into the details with Steven Flynn, cross-border tax expert at Andersen, to help you avoid costly mistakes.
    Transformational Energy in Retirement
    Everyone is talking about personal energy these days but what does it really mean especially for retirees? How can tapping into your energy transform this new phase of life? Ofer Niv, a transformational healer and guide, reveals how retirees can clear blocks and unlock more purpose, vitality, and joy.

    See omnystudio.com/listener for privacy information.

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    37 min

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