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Portfolio Structure, Real Estate and Tax Mistakes | August 1, 2020

About More Than Money Radio

More Than Money, hosted by Dave Popowich and Faisal Karmali, is a weekly radio show that explores all the facets of retirement. From financial and investing considerations to fund your lifestyle, to travel and leisure activities, tips and breakthroughs for your health, assisting your family, leaving your wealth to your loved ones, and more, More Than Money covers it all. Portfolio Managers and Investment Advisors Dave and Faisal know that retirement is about more than money and are here to help you navigate this complex, exciting part of your life.

Join us every Saturday at 3:00 PM on Global News Radio (770 CHQR), or browse through our catalogue of previous episodes below.

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Previous Shows

Listen Now

Find answers to some frequently asked questions about retirement!

Join Dave and Faisal on More Than Money this Saturday at 3pm, talk about some of the best pieces of the last few months, answering some frequently asked questions about retirement. Hear about structuring your retirement portfolio, and the most important part of retirement planning.

Plus, don’t miss CIBC’s Jamie Golombek as he talks about an easy-to-make tax mistake that could cost one taxpayer millions of dollars, and hear about the part real estate could play in your retirement plan from Shane Melanson, a real estate investment expert.

Listen Now

Learn what you need to do, and what to do if you want to pass on your role!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Katharine Zhang, a Partner at Walsh LLP, about what your duties are if you are named as an executor, and what to do if you are not able or do not want to act as part of that role.

And, have you been considering divorce? Sharon Numerow of Alberta Divorce Finances joins Dave and Faisal to talk about how divorce has changed in the face of COVID-19.

Listen Now

Learn how one manager is preparing for the next few years!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to David Fingold, Vice President and Senior Portfolio Manager at Dynamic Funds, for his unique take on how portfolios will fare over the next few years, and how he is positioning his own portfolios to make money during that time.

Listen Now

Find answers to some frequently asked questions about retirement!

Join Dave and Faisal on More Than Money this Saturday at 3pm, talk about some of the best pieces of the last few months, answering some frequently asked questions about retirement. Hear about structuring your retirement portfolio, and the most important part of retirement planning.

Plus, don’t miss CIBC’s Jamie Golombek as he talks about an easy-to-make tax mistake that could cost one taxpayer millions of dollars, and hear about the part real estate could play in your retirement plan from Shane Melanson, a real estate investment expert.

Listen Now

Learn what you need to do, and what to do if you want to pass on your role!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Katharine Zhang, a Partner at Walsh LLP, about what your duties are if you are named as an executor, and what to do if you are not able or do not want to act as part of that role.

And, have you been considering divorce? Sharon Numerow of Alberta Divorce Finances joins Dave and Faisal to talk about how divorce has changed in the face of COVID-19.

Listen Now

Learn how one manager is preparing for the next few years!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to David Fingold, Vice President and Senior Portfolio Manager at Dynamic Funds, for his unique take on how portfolios will fare over the next few years, and how he is positioning his own portfolios to make money during that time.

Listen Now

Learn what you need to do, and what to do if you want to pass on your role!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Katharine Zhang, a Partner at Walsh LLP, about what your duties are if you are named as an executor, and what to do if you are not able or do not want to act as part of that role.

And, have you been considering divorce? Sharon Numerow of Alberta Divorce Finances joins Dave and Faisal to talk about how divorce has changed in the face of COVID-19.

Listen Now

Learn about some replacement options that are still available!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Travel Alberta’s Director of Experience Development, Marty Eberth, about what exciting, unexpected, and fantastic experiences you can have, without needing to travel far! Find out about the safe options that are open for you to enjoy this summer.

Then hear about some Canadian research that is working to improve the quality of life for seniors in long term care, with Dr. Stephen Robinovitch of Simon Fraser University sharing the latest developments in a study he is conducting.

Listen Now

Learn about a commonly misunderstood form that could cost one taxpayer millions!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Jamie Golombek, CIBC Private Wealth Management’s Managing Director of Tax and Estate Planning, about a recent case of a commonly misunderstood tax form that could cost one taxpayer millions of dollars – and how to make sure that you are handling it correctly in your tax filing.

Plus, does isolation have a real impact on seniors’ health? New research from Stats Canada suggests that it does. Find out more from Senior Analyst, Pamela Ramege-Morin.

Listen Now

Find answers to some frequently asked questions about retirement!

Join Dave and Faisal on More Than Money this Saturday at 3pm, talk about some of the best pieces of the last few months, answering some frequently asked questions about retirement. Hear about structuring your retirement portfolio, and the most important part of retirement planning.

Plus, don’t miss CIBC’s Jamie Golombek as he talks about an easy-to-make tax mistake that could cost one taxpayer millions of dollars, and hear about the part real estate could play in your retirement plan from Shane Melanson, a real estate investment expert.

Listen Now

Learn what you need to do, and what to do if you want to pass on your role!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Katharine Zhang, a Partner at Walsh LLP, about what your duties are if you are named as an executor, and what to do if you are not able or do not want to act as part of that role.

And, have you been considering divorce? Sharon Numerow of Alberta Divorce Finances joins Dave and Faisal to talk about how divorce has changed in the face of COVID-19.

Listen Now

Learn how one manager is preparing for the next few years!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to David Fingold, Vice President and Senior Portfolio Manager at Dynamic Funds, for his unique take on how portfolios will fare over the next few years, and how he is positioning his own portfolios to make money during that time.

Listen Now

Learn what you need to do, and what to do if you want to pass on your role!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Katharine Zhang, a Partner at Walsh LLP, about what your duties are if you are named as an executor, and what to do if you are not able or do not want to act as part of that role.

And, have you been considering divorce? Sharon Numerow of Alberta Divorce Finances joins Dave and Faisal to talk about how divorce has changed in the face of COVID-19.

Listen Now

Learn about a commonly misunderstood form that could cost one taxpayer millions!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Jamie Golombek, CIBC Private Wealth Management’s Managing Director of Tax and Estate Planning, about a recent case of a commonly misunderstood tax form that could cost one taxpayer millions of dollars – and how to make sure that you are handling it correctly in your tax filing.

Plus, does isolation have a real impact on seniors’ health? New research from Stats Canada suggests that it does. Find out more from Senior Analyst, Pamela Ramege-Morin.

Listen Now

Hear about how the Canadian economy might be impacted in the next few months!

Join Dave and Andrew on More Than Money this Saturday at 5pm, as they chat with CIBC’s Deputy Chief Economist, Benjamin Tal, about how the Canadian economic situation looks right now, and what a recovery might look like. He also shares the factors he is watching.

And are you re-thinking the idea of long term care in a residence? Find out how you can stay at home and receive care from Travis Tinning, Managing Director at Nurse Next Door in Calgary, from the services available to the cost.

Listen Now

Find answers to some frequently asked questions about retirement!

Join Dave and Faisal on More Than Money this Saturday at 3pm, talk about some of the best pieces of the last few months, answering some frequently asked questions about retirement. Hear about structuring your retirement portfolio, and the most important part of retirement planning.

Plus, don’t miss CIBC’s Jamie Golombek as he talks about an easy-to-make tax mistake that could cost one taxpayer millions of dollars, and hear about the part real estate could play in your retirement plan from Shane Melanson, a real estate investment expert.

Listen Now

Learn what you need to do, and what to do if you want to pass on your role!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Katharine Zhang, a Partner at Walsh LLP, about what your duties are if you are named as an executor, and what to do if you are not able or do not want to act as part of that role.

And, have you been considering divorce? Sharon Numerow of Alberta Divorce Finances joins Dave and Faisal to talk about how divorce has changed in the face of COVID-19.

Listen Now

Learn how one manager is preparing for the next few years!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to David Fingold, Vice President and Senior Portfolio Manager at Dynamic Funds, for his unique take on how portfolios will fare over the next few years, and how he is positioning his own portfolios to make money during that time.

Listen Now

Find answers to some frequently asked questions about retirement!

Join Dave and Faisal on More Than Money this Saturday at 3pm, talk about some of the best pieces of the last few months, answering some frequently asked questions about retirement. Hear about structuring your retirement portfolio, and the most important part of retirement planning.

Plus, don’t miss CIBC’s Jamie Golombek as he talks about an easy-to-make tax mistake that could cost one taxpayer millions of dollars, and hear about the part real estate could play in your retirement plan from Shane Melanson, a real estate investment expert.

Listen Now

Learn how your investments might fare over the next few years!

Join Faisal and Andrew on More Than Money this Saturday at 3pm, as they chat with Manulife Investment Management’s Chief Investment Strategist, Philip Petursson, about what he is expecting to see in the global markets for the next few months, from the impact of COVID to major trade issues that have not been resolved, plus how you can position your portfolio to protect yourself.

Listen Now

Learn about some replacement options that are still available!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Travel Alberta’s Director of Experience Development, Marty Eberth, about what exciting, unexpected, and fantastic experiences you can have, without needing to travel far! Find out about the safe options that are open for you to enjoy this summer.

Then hear about some Canadian research that is working to improve the quality of life for seniors in long term care, with Dr. Stephen Robinovitch of Simon Fraser University sharing the latest developments in a study he is conducting.

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