Épisodes

  • Pensions, Property and the Plan You Need
    Jul 12 2025

    Faisal and Rob explain what “tariff numbness” means for Canadians nearing retirement, including the hidden risks of forced retirement and stalled trade deals. Erin Bury from Willful joins to share how entrepreneurs can build better estate plans, and Dr. Mike Moffatt weighs in on how smart downsizing could help seniors and fix Canada’s housing crunch. Plus, Faisal and Rob unpack the risks of relying on market averages, the emotional impact of volatility, and why a real strategy, not just a rate of return, is essential for retirement success.

    See omnystudio.com/listener for privacy information.

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    39 min
  • We're Rounding Up a Best-of Episode to Celebrate Stampede Week
    Jul 5 2025

    How Lifestyle Medicine Can Help You Thrive in Retirement

    Dr. Jennie Ding shares how lifestyle medicine can support better gut health, energy, and longevity using science-backed habits that help you thrive through retirement and beyond.

    Where Are Canadians Going Instead of the U.S. This Summer?

    Travel expert Lesley Keyter shares why more Canadians are avoiding the U.S. this summer and exploring hidden gems closer to home. Plus some extra tips for planning your next getaway.

    Are You Counting on an Inheritance? Your Kids Might Be Too

    What’s putting inheritances at risk? Gary Teelucksingh from the Money Wise Institute shares new research on rising living costs, broken expectations, and how families can start the right conversations.

    See omnystudio.com/listener for privacy information.

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    37 min
  • 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
  • Inflation Impact & The Cost of Living
    Jun 9 2025

    Inflation Is Down, But Food Prices Are Up
    Grocery prices are still rising, even as overall inflation has dropped to its lowest level in more than three years. On this week's episode of More Than Money, Leanna Wachniak and Rob Gerrie will talk to economist Sylvain Charlebois about why we're not seeing relief in stores and how this will impact your retirement.

    The Cost of Living After Living?
    A recent report from the Money Wise Institute suggests the rising cost of living has officially overtaken taxes as the number one threat to inheritance wealth transfer. Most parents now expect to spend all their money in retirement while many of their children still assume they’ll receive an inheritance. To explore what this means for families, we'll talk to Gary Teelucksingh, financial services expert, author, and co-founder of the Money Wise Institute.
    Can Calgary Handle Our Future?
    Rising costs, concerns about public safety, and growing demands on housing and infrastructure have Calgarians looking for clear answers about the city’s future. We'll be speaking with Ward 1 Councillor Sonya Sharp, who has been a strong voice for fiscal discipline, for her perspective on Calgary’s key challenges.

    See omnystudio.com/listener for privacy information.

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    38 min
  • The G7 & The Real Cost of Alberta's Separation
    May 24 2025

    The G7 Meeting

    G7 finance ministers and other financial dignitaries are meeting in Banff as a precursor to the Leaders’ Summit next month.

    On this week's episode of More Than Money Leanna Wachniak and Faisal Karmali will talk to Political Scientist Lori Williams about the meeting and what it could mean for you and our economy.

    Should Alberta Separate?

    Faisal and Leanna will also be talking to Moshe Lander about the potential economic impact on you and on Canada if Alberta separates from the rest of the country.

    Crowded Travel in Canada?

    And The Travel Lady Lesley Keyter is back to talk to us about how Canada is going to have a big year for tourism this summer and why there might be some places you might want to avoid because of it.

    See omnystudio.com/listener for privacy information.

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    39 min