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Show Category: Legacy

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One of the worst money mistakes could be retiring early, but will you regret it?

Join Rob Gerrie and Faisal Karmali on More Than Money as they talk to Harvard-trained economist Laurence J. Kotlikoff about the real cost of retiring early. Also on the show, The Travel Lady, Lesley Keyter on living on a cruise ship in retirement. […]

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How are Canadians feeling about retirement?

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michelle Munro, Director of Tax and Retirement Research with Fidelity, about the challenges facing Canadians in retirement and what they’re doing about it. Also on the show, Marc Saltzman, tech expert and columnist, talks about how technology can help older adults […]

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27 tough conversations to have with aging parents

June 1, 2024 | Economy Income Legacy Lifestyle

Join Rob Gerrie and Leanna Wachniak on More Than Money as they talk to Laura Tamblyn Watts, President & CEO with CanAge, about her new book Let’s Talk About Aging Parents. If you’re wondering how to recognize the warning signs for health issues, if it’s time for your parents to move out of their home, or […]

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How does the 2024 Federal Budget impact you?

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michelle Rempel Garner, MP for Calgary Nose Hill, about the 2024 Federal Budget and how the official opposition is reacting.Also on the show, Brian Ernewein, Senior Advisor at KPMG in Canada’s National Tax Centre, gives us his thoughts on the budget […]

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More Than Money

Who should make your financial decisions if you can’t?

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

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