More Than Money

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.

Join us for a special Best of More Than Money episode. To kick things off, Leanna and Rob walk through PKAG’s process for designing retirement portfolios and explain the key factors people should consider when building a plan for income, growth, risk, and long-term financial security. Next, Dr. Valerie Taylor, Professor and Head of the Department of Psychiatry at the University of Calgary, joins the show to discuss the mindset shift that can come with retirement. Then, Faisal and Rob ask an important question; are we overestimating how long we’ll truly enjoy the best years of retirement? To explore that, they’re joined by Dan Haylett UK-based retirement transition coach, who breaks down the concept of the “good years” and how it should shape your planning decisions. To wrap up the show, Dave and Leanna talk about how stress is showing up in retirement. From headlines and market volatility, to ongoing uncertainty, they explore how these pressures are affecting the retirement experience for many Canadians.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Rob Gerrie and Dave Popowich look at Jet Li planning for retirement and Stephen Colbert preparing for the end of The Late Show, exploring what these career transitions can teach us about purpose, identity, and what comes next. Then, Dr. Valerie Taylor, Professor and Head of the Department of Psychiatry at the University of Calgary, joins the show to discuss the mindset shift that can come with retirement. Next, Brendan Pansky, Director of Training & Development at True North Mortgage, explains how falling house prices may delay retirement for Canadians counting on their home as part of their plan. To close the show, Rob and Dave ask whether “Do I have enough?” is really the right retirement question, and why planning should focus on the life you want your money to support.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak explore the role health and health care planning can play in retirement. They begin with a notable Statistics Canada finding: Canada’s population is aging, with more Canadians now 65 and older, raising important questions about what that means for retirement planning. Then, Dr. Michael Antle, Department Head and Professor of Psychology at the University of Calgary, joins the show to discuss Alberta’s plan to make daylight saving time permanent and how that change could affect retirees. Next, Dr. Samir Sinha, Director of Health Policy Research at the National Institute on Ageing, breaks down a new study on shingles and why it remains a costly and often overlooked health risk for older Canadians. To close the show, Faisal and Leanna explain PKAG’s “health bucket” strategy and why planning for a possible health event should be part of a retirement plan.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich compare the planning and execution behind the Artemis mission to the moon with the kind of preparation it takes to build a retirement plan. Then, Dave and Leanna sit down with Alex Bierman, Researcher at the University of Calgary, to discuss a new study from the University of Calgary’s School of Public Policy and the Angus Reid Group that found more than one-third of older homeowners are worried about being able to afford home upkeep. Next, Rob Gerrie and Leanna Wachniak are joined by David Shipley, CEO of Beauceron Security, to talk about the growing threat of cybercrime and why seniors remain one of the most vulnerable groups. To close the show, Rob and Leanna return to a topic they began last week: the history of retirement. This time, they look ahead to the future of retirement, exploring how it continues to evolve and whether newer trends, like working fewer days or retiring younger, could become more common in the years ahead.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich explore how artificial intelligence is starting to influence retirement planning, and what retirees should think about before turning to AI for financial guidance. Next, Leanna and Dave discuss a study showing how the people around us can affect how we age, including how negative relationships and ongoing stress can shape long-term well-being. Then, they’re joined by Nicole Dalmer, Associate Professor in the Department of Health, Aging and Society at McMaster University, to discuss why seniors are becoming the new “screenagers,” and what may be behind the rise in screen time among older adults. To close the show, Leanna and Dave compare AI-generated advice with human guidance, and explain why trust, context, and personal understanding still matter when planning for retirement.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich break down some of the most talked-about retirement statistics right now, from how much Canadians think they need to retire to what the average Canadian is actually worth. Next, they’re joined by Erin Bury, Co-Founder and CEO of Willful, to discuss why women are more often named as estate executors than men, and what that says about trust, responsibility, and planning. Then, Leanna and Dave sit down with Dan McTeague, President of Canadians for Affordable Energy, to look at why gas prices have surged amid the recent conflict in Iran, and whether relief at the pumps is likely anytime soon. To close the show, Leanna and Dave talk about how stress is showing up in retirement. From headlines and market volatility to ongoing uncertainty, they explore how these pressures are affecting the retirement experience for many Canadians.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie discuss today’s global headlines and what market history can teach us during times of uncertainty. Next, they explore why tax season can be especially challenging for solo retirees compared to couples. Elizabeth Brown, Director of Single Seniors for Tax Fairness, joins the conversation to explain the issues single seniors face and what her organization is doing to push for change. Then, Leanna and Rob discuss the role pets can play in retirement. While pets can offer companionship and support well-being, they also come with costs and long-term responsibilities. Philip Tedeschi, Founder and Director of the Institute for Human-Animal Connection and professor at the University of Denver, joins the show to explore both sides. To close the show, Leanna and Rob share personal family experiences with retirement, from Rob’s mother navigating retirement on her own to Leanna’s grandfather facing retirement without financial security.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Dave Popowich tackle one of the biggest retirement questions Canadians are asking right now: how much money do you actually need to retire today? They’re then joined by Dr. Michelle Maroto, Professor in the Department of Sociology at the University of Alberta, to explore why financial insecurity can persist even for affluent retirees, including those who look financially “set” on paper. Next, Tony Chapman, marketing and branding expert and founder of Chatter That Matters. Joins the conversation to discuss a common gap in retirement planning: many people prepare financially, but few prepare for what day-to-day life and identity look like once work ends. To close, Leanna and Dave break down a timely debate: “Divided Over Dividends.” Dividends can feel predictable, but if you rely on them too heavily, could they end up splitting your retirement plan in the wrong direction?See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie break down a recent Globe and Mail article, “Here’s Exactly How to Retire a Millionaire on a Typical Worker’s Salary,” and ask the big question: is $1 million actually enough to retire? Next, wealth management professional Preet Banerjee joins the show to weigh in on Elon Musk’s claim that in 10–20 years, saving for retirement won’t matter because AI and robots will create so much abundance that everyone will be wealthy and why betting your future on that idea could be a dangerous assumption. Then, Leanna and Rob tackle one of the most common tension points in relationships: money… and share how couples can have healthier, more productive financial conversations before small issues turn into bigger problems. To close out the show, they zoom out and answer some of the most common retirement questions they hear from Canadians as they get closer to making the leap.See omnystudio.com/listener for privacy information.

On this week’s episode of More Than Money, Dave Popowich and Rob Gerrie dig into the stories shaping retirement today, starting with tipping culture. They’re joined by Dr. Wayne Smith, Professor of Hospitality and Tourism Management at Toronto Metropolitan University, to explain why “tip creep” has accelerated and why it likely isn’t going away. Next, they speak with Laura Tamblyn Watts, President & CEO of CanAge, about gaps in vaccine coverage for seniors in Calgary, Alberta, and across Canada and what that means for older adults. Then Kathy Mendham, Owner of Proactive Seniors, shares why being proactive before retirement matters, especially when it comes to understanding your options and preparing for real-life retirement decisions like housing, healthcare access, and affordability. To close out the show, Dave and Rob tackle a question many people wrestle with: How do you stay healthy as you age? Dave also shares his personal health journey, including his weight-loss and wellness reset.See omnystudio.com/listener for privacy information.

On More Than Money, Dave Popowich and Leanna Wachniak sit down with Marc Saltzman, Tech Journalist and Host of the Tech It Out podcast, to break down the latest gadgets and tools that can actually make day-to-day life easier in retirement (and what’s just hype). Then, Dave and Leanna take on a big question: what does retirement really look like? A lot of the expectations people carry into retirement are built on common myths, so they clear up a few misconceptions they hear all the time. To close out the show, they talk about why it’s important not to let the headlines of the moment derail your plan or your portfolio,  and Leanna shares a great analogy about the difference between politics and policy that’s worth a listen.See omnystudio.com/listener for privacy information.

Join us for a special "Best of" episode of More Than Money, we talk to Ben McCabe, Founder and CEO of Bloom Finance, to discuss how rising costs are impacting Canadians and what can be done to stay ahead. Next, we spoke with Heather Spurrell, Relationship & Leadership Coach, about how to shape the years that come after you retire. They’re also joined by marketing and branding expert Tony Chapman, Founder of Chatter That Matters, for a conversation on finding a renewed sense of purpose in retirement. Lastly, Dave opens up about how aging has redefined his goals, mindset, and approach to life, don’t miss this powerful conversation.See omnystudio.com/listener for privacy information.