More Than Money Podcast Por CHQR / Curiouscast arte de portada

More Than Money

More Than Money

De: 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 Economía Finanzas Personales Política y Gobierno
Episodios
  • 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 m
  • 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 m
  • 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 m
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