Episodios

  • How to Cut Through The Noise To Find The Truth
    Jun 28 2025

    From misinformation to media fatigue, today’s news cycle can overwhelm even the most informed. Longtime journalist and SAIT educator Laura Knop-Wright joins us to explore how to tell news from noise and why retirees need to think critically before reacting to headlines.

    What does a wave of potential Alberta referendums mean for your voice and your wallet? Political scientist Lori Williams unpacks the Alberta Next panel, plus weighs in on Canada’s $150B annual NATO spending pledge and how it could affect taxpayers in the years ahead.

    See omnystudio.com/listener for privacy information.

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    38 m
  • 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
  • Lump-Sum CPP Benefit Upon Death
    May 3 2025

    Join Faisal Karmali and Rob Gerrie for More Than Money as they talk with Bonnie-Jeanne MacDonald, Director of Financial Security Research, from the National Institute on Ageing about a new proposal called the Pension-Back Benefit which would see your estate get a lump-sum payment of your CPP if you die before you can start drawing it.

    Are there any dangers in choosing an executor of your will who doesn't live in your province or country? Faisal and Rob will chat with Erin Bury from Willful.co about what to think about before choosing an executor that doesn't live near you.

    And Retirement Coach and owner of Retire Ready Canada Jennifer Rovet will be on to talk about the importance of digital decluttering as you retire.

    See omnystudio.com/listener for privacy information.

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    38 m