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More Than Money

More Than Money

By: 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 Economics Personal Finance Politics & Government
Episodes
  • Preparing for 2026: Economic Change, AI, and Retirement Planning
    Dec 20 2025

    On More Than Money, Rob Gerrie and Leanna Wachniak sit down with University of Calgary economist Trevor Tombe to unpack an unpredictable economy, a new prime minister, and shifting policy and what it could all mean for retirement in 2026. They’re also joined by tech analyst and journalist Carmi Levy for a timely conversation on how AI dominated headlines in 2025, and what its rapid evolution could mean for Canada’s future as we head into 2026.

    To close out the show, Rob and Leanna tackle an important planning question: what happens when your financial advisor retires, and how can that transition be handled smoothly?

    See omnystudio.com/listener for privacy information.

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    39 mins
  • Managing Holiday Pressure and Living with Purpose in Retirement
    Dec 13 2025

    On More Than Money, Faisal Karmali and Leanna Wachniak sit down with Dr. Catherine Franssen, Neuroscientist and Founder of Franssen Strategies, to explore how financial stress, especially around the holidays, can overload our brains and impact decision-making. 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. Faisal and Leanna wrap up the show by sharing how thoughtful retirement planning can make room for meaningful experiences, like a trip you didn’t even know you wanted to take yet.

    See omnystudio.com/listener for privacy information.

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    38 mins
  • Tis The Season For Giving
    Dec 6 2025

    On More Than Money, Faisal Karmali and Rob Gerrie speak with Larry Mathieson, President & CEO of Unison for Generations 50+, about supporting seniors in need and the impact of charitable giving. They also talk with Chris Marineau from Lions Foundation of Canada Dog Guides about The Difference Campaign and the push to raise $20 million to build a new national training school. Next, Ryan Preston from the Veterans Association Food Bank explains why donations are down 80% and why urgent help is needed. Finally, Holli Bjerland from the Alzheimer Society of Alberta & NWT shares how Canadians can support those affected by Alzheimer’s this holiday season.

    See omnystudio.com/listener for privacy information.

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    38 mins
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