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More Than Money

CHQR / Curiouscast
Retirement Planning
Canada
Tariffs
Financial Planning
Inflation
Retirement
Capital Gains Tax
Estate Planning
Canadian Economy
Investment Strategies
Donald Trump
Oil Prices
United States
Old Age Security
Food Inflation
Canadian Pension Plan
Housing Crisis
Travel Insurance
Economics
Canadian Consumer Debt

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.com

PublishesWeeklyEpisodes538Founded9 years ago
Number of ListenersCategories
Business NewsBusinessInvestingNews

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Latest Episodes

On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie are joined by Anthony Quinn, President of CARP, to discuss whether older Canadians are being unfairly blamed for the economic pressures facing younger generations and what chang... more

On this week’s episode of More Than Money, Faisal Karmali and Rob Gerrie look at new research suggesting workers 55 and older in jobs more exposed to AI have become more likely to leave the workforce. If technology changes your career before you’re r... more

On this week’s episode of More Than Money, Faisal Karmali and Leanna Wachniak look at how taxes change once you retire and whether being too cautious with your savings can lead to underspending.

Then, Erin Bury, Co-Founder and CEO of Willful, joins... more

Join us for a special Best of More Than Money episode.

Leanna and Faisal start by exploring what can surprise people most once retirement actually begins, from changes in spending and routine to the emotional side of leaving work.

Next, Leanna an... more

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Recent Guests

Dr. Jerome Leis
Medical director of infectious prevention and control at Sunnybrook Health Science Centre
Sunnybrook Health Science Centre
Episode: Could AI Push You Into Retirement Early?
Erin Willful
Co-founder and CEO of Willful, a digital estate planning company
Willful
Episode: Retirement and a Changing World of Taxes, Digital Legacy and Health Care
Salimah Walji-Shivji
CEO of AgeCare, a large continuing care provider in Alberta
AgeCare
Episode: Retirement and a Changing World of Taxes, Digital Legacy and Health Care
Esme Fuller-Thomson
Director at Institute for Life Course & Aging, University of Toronto
Institute for Life Course & Aging, University of Toronto
Episode: The Retirement Reset
Dr. Emily McDonald
Associate Professor of Medicine (McGill University)
McGill University
Episode: The Retirement Reset
Jason Tetro
Germ Guy, microbiologist and science communicator
The Germ Guy (Jason Tetro)
Episode: Retirement Under Pressure: Pensions, Public Health and Portfolio Growth
Tim Bruckner
Professor and Chancellor's Fellow of Public Health
University of California, Irvine
Episode: Doom Spending, Brain Health and Retirement Reality
Anthony Damtsis
Behavioral Analytics Team Lead
CAAT Pension Plan
Episode: Doom Spending, Brain Health and Retirement Reality
David Shipley
CEO of Beauceron Security
Beauceron Security
Episode: Planning, Protection and the Right Advice

Hosts

Faisal Karmali
Host of More Than Money, portfolio manager and investment advisor with CIBC Wood Gundy (Calgary)
Rob Gerrie
Host of More Than Money; Wealth Advisor
Leanna Wachniak
Host of More Than Money; Wealth Advisor
Dave Popowich
Host of More Than Money; Portfolio Manager

Reviews

4.8 out of 5 stars from 29 ratings
  • Great advice

    Great podcast. It’s really helped me think about retirement planning more holistically, and break down issues into manageable pieces.

    Apple Podcasts
    5
    AreYouForReal?
    Canada5 years ago
  • Fluctuations in sound levels

    Hi I enjoy listening to this podcast but often there are huge fluctuations in sound volume ... inaudible from one of the hosts while super loud from the other. Would appreciate if someone could look into this issue. Thanks!

    Apple Podcasts
    3
    amok2010
    Canada6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Content is appreciated for its holistic view beyond money
Listeners value practical retirement guidance
Some note inconsistent audio levels across hosts
Guests are generally relevant and informative

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#58
Canada/News/Business News

Talking Points

Recent interactions between the hosts and their guests.

The Retirement Reset
Q: What role does education play in retirement according to the episode?
Lifelong learning keeps the brain engaged, offers social interaction, and can be pursued through universities, MOOCs, and community programs, especially through intergenerational courses.
The Retirement Reset
Q: How can couples handle differences in retirement goals?
By writing separate lists, comparing overlaps, identifying differences, and then re-evaluating over time, they can build a common plan that still respects individual desires.
The Retirement Reset
Q: What is the purpose of the 31 things exercise in retirement planning?
It helps individuals and couples identify core values, prioritize activities, and create a flexible, shared plan that can evolve as goals and circumstances change.
Life 3.0: Investing, Reinvention, and Loneliness in Retirement
Q: What three pieces of advice would you give to someone in life 3.0 pursuing entrepreneurship?
Take your time to research but don't over-commit; ensure you have solid financial backing to weather setbacks; and talk to experienced entrepreneurs to understand the pros and cons before diving in, while staying ready for surprises.
Life 3.0: Investing, Reinvention, and Loneliness in Retirement
Q: What does life 3.0 actually mean?
Life 3.0 refers to the phase after a long career where you have the freedom and landscape to pursue new interests, travel, and entrepreneurial ventures, guided by passion and a willingness to learn rather than a fixed retirement mindset.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
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Frequently Asked Questions About More Than Money

What is More Than Money about and what kind of topics does it cover?

This show offers a practical, holistic take on retirement planning that goes beyond investments. Across episodes, listeners encounter a mix of financial strategies, healthcare costs, housing as an asset, and lifestyle planning, with guests ranging from academics and policymakers to medical professionals and industry researchers. A recurring strength is turning complex concepts into actionable steps—from budgeting and tax planning to navigating health care and aging-in-place options—often illustrated with real-life scenarios and case studies. The program stands out for integrating health, education, and social well-being into retirement, not just money, and frequently features expert guests who provide data-driven insights and practical guid... more

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1. Michael Campbell's Money Talks
2. The Wealthy Barber Podcast
3. Build Wealth Canada Podcast
4. The Bridge with Peter Mansbridge
5. The Canadian Investor

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More Than Money launched 9 years ago and published 538 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on More Than Money?

Recent guests on More Than Money include:

1. Dr. Jerome Leis
2. Erin Willful
3. Salimah Walji-Shivji
4. Esme Fuller-Thomson
5. Dr. Emily McDonald
6. Jason Tetro
7. Tim Bruckner
8. Anthony Damtsis

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