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.

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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.

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    38 mins
  • Best of! How Aging, Policy & Planning Shape Your Retirement Future
    Nov 29 2025

    Join us for a special Best of episode where we revisit some of the most important conversations we’ve had about how retirement is changing, financially, socially, and structurally.

    We start with how aging and health can reshape where you live. Robert Hocking, Co-Founder of Adaptive Living, shares what Canadians should consider as their needs evolve.

    Next, we look at why Canadians may need to rely more heavily on private savings in the years ahead. Ian Bragg, VP of Research & Statistics at SIMA, explains whether stronger personal savings habits could be the key to improving Canada’s retirement income system.

    Then, Paul Kershaw - Founder of Generation Squeeze and UBC Professor, joins us to ask a big question: Is it time to overhaul Old Age Security?

    Finally, Dave and Leanna break down what Canadians say they’re planning for in retirement versus what the data shows and the hard truths we all need to think about when preparing for the future.

    See omnystudio.com/listener for privacy information.

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    38 mins
  • Best of! From Rethinking Retirement to the Story That Built PKAG
    Nov 22 2025

    Join us for a special “Best Of” episode of More Than Money. We revisit how Boomers and Gen X viewed retirement as a clear finish line, while Millennials and Gen Z are rewriting what retirement even means.

    Also, we explore whether AI can truly help you plan your retirement, or if traditional planning methods still deserve the spotlight.

    Then, Dave and Faisal share why they created their retirement group, PKAG.

    Finally, Leanna and Rob talk about how they first met Faisal and Dave and what led them to join the team.

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    37 mins
  • Your Identity After Work and Our 4 Bucket Strategy
    Nov 15 2025

    On More Than Money, Faisal Karmali and Leanna Wachniak talk with Heather Spurrell, Relationship & Leadership Coach, about how to shape the years that come after you retire. Faisal and Leanna also explore the question, “If you could know your future health, would you want the answer?” Finally, they break down why they built their 4-Bucket Strategy and how it guides retirees through every stage of life after work.

    See omnystudio.com/listener for privacy information.

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    37 mins
  • The Federal Budget and Protecting Your Legacy
    Nov 8 2025

    November is Make-A-Will Month, so what’s stopping you?

    Faisal Karmali and Rob Gerrie chat with Erin Bury from Willful about why it’s so important to have a will in place. Then, Ben McCabe from Bloom Finance joins to talk about rising costs and what Canadians can do to keep up. Plus, Faisal and Rob share what led them into the world of finance and why helping Canadians retire with confidence is still what drives them today.

    See omnystudio.com/listener for privacy information.

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    38 mins
  • Economic Uncertainty and the New Reality for Canadian Travelers
    Nov 1 2025

    On More Than Money, Dave Popowich and Leanna Wachniak sit down with Benjamin Tal, Deputy Chief Economist at CIBC World Markets Inc., to unpack the unpredictable state of Canada’s economy and what it could mean for retirees. Then, they talk with Stephen Fine from Snowbird Advisor about new fingerprinting and photo requirements for Canadians heading south this winter. Finally, Dave and Leanna share what continues to drive their passion for helping Canadians plan, protect, and enjoy their retirement.

    See omnystudio.com/listener for privacy information.

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    39 mins