top of page
Radio show microphones

Planning, Protection and the Right Advice

Retirement News You Need to Know
00:00 / 10:07

Segment 1: Retirement News You Need to Know - 10:07

Segment 2: How to Avoid Text Scams - 09:52

Segment 3: What Retirees Can Learn From Canada’s Pension Plans - 10:51

Segment 4: How to Tell If Your Financial Advisor is Right for You - 09:37

On this week’s episode of More Than Money, Dave Popowich and Rob Gerrie discuss a recent Benefits Canada article reporting that half of Canadians worry about outliving their retirement savings. How can a proper plan make that uncertainty more manageable?

Then, more Albertans are receiving fraudulent text messages claiming their health cards have expired and need to be replaced. David Shipley, CEO of Beauceron Security, explains how these scams work and how people can protect themselves.

Next, Dave and Rob look at how Canada’s major pension plans build their portfolios around the payments they will need to make years and even decades into the future. What can individual retirees learn from this disciplined approach to investing?

To close the show, they explore what to consider when choosing a financial advisor, including how they plan, communicate, and charge for their services. How can you determine whether an advisor is the right fit for your retirement, or whether it may be time for a change?

Listen Now 

SEARCH SHOWS
CATEGORIES

Pension

All

Economy

Growth

Health

Income

Insurance

Legacy

Lifestyle

Snowbird

Taxes

Travel

Retirement

Debt

Investing

Charitable Donations

Inflation

Bonds

Real Estate

Estate

Budget

Government

Election

Trade

Markets

Bare Trust

Capital Gains

Divorce

Fraud

Healthcare

Financial Planning

Mental Health

Trusts

Alzheimers

Dementia

TFSA

Housing

RECENT ENTRIES

Planning, Protection and the Right Advice July 18, 2026

The Retirement Reality Check July 11, 2026

Pensions, Pipelines and the Path to Retirement July 11, 2026

Smarter Choices for Retirement July 4, 2026

The Rising Cost of Helping Family in Retirement June 27, 2026

Retirement’s First 90 Days: Spending, Separation and Starting Over June 27, 2026

bottom of page