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Show Category: Taxes

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Is inflation ruining your retirement? And, what changes to Alberta’s Bill of Rights mean for you

September 21, 2024 | Economy Growth Income Lifestyle Taxes

Join Faisal Karmali and Leanna Wachniak on More Than Money as they talk to Andrew McCreath, CEO, Forge First Asset Management, about where inflation is headed and how it’s impacting Canadians. Also on the show, Sylvain Charlebois, professor and director of Agri-Food Analytics Lab, Dalhousie University, discusses the increasing cost of food in Canada. And […]

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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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How are the new capital gains rules affecting business owners?

Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Dan Kelly, President and CEO, Canadian Federation of Independent Business, about the carbon tax, proposed changes to the capital gains tax, and other issues that are impacting Canadians. Also on the show, Andrew McCreath, CEO and CIO, Forge First Asset Management, […]

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Why are expats renouncing their U.S. citizenship?

April 27, 2024 | Lifestyle Taxes

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Azam Rajan, Foreign Legal Consultant, Bordera Tax and Immigration Law, about why so many expats are thinking about giving up their U.S. citizenship, and how it can impact taxes and estate planning. Also on the show, Sophia Titley, Senior Editor, Live […]

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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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