Money Matters with Jim Doyle
Join us for Season 2 of Money Matters with Jim Doyle Thursdays at 5pm PT and Sundays at 7am PT through Nov. 28, 2021!
Money Matters with Jim Doyle is a half hour show exploring how money matters to Canadians.
This season of Money Matters with Jim Doyle features frank discussions with Canadian business owners and entrepreneurs sharing their stories of success and challenges – inspiring viewers to plan more and worry less!
Jim and his team are passionate about helping Canadians envision and realize their financial goals, creating lasting wealth that survives across generations. Families don’t often talk about money, so Jim has made it his objective to help families start these challenging conversations, offering a multi-generational approach to money management, with financial literacy as a cornerstone of the practice.
At Doyle & Associates Private Wealth Management – IG Wealth Management, Jim and his team offer bespoke planning advice for high-net worth families, retirees, professionals, and business owners. Jim is a graduate of the UBC Sauder School of Business Family Enterprise Advisor Program and focuses on asset management, business succession planning, inter-generational wealth planning with tax and estate planning.
With over 30 years experience, Jim’s credentials include the CERTIFIED FINANCIAL PLANNER designation (CFP), Registered Trust and Estate Practitioner (TEP), Certified Divorce Financial Analyst (CDFA), Chartered Life Underwriter (CLU), as well as the Certified International Wealth Manager (CIWM).
MONEY MATTERS EPISODES – Season 2
INHERITING A BUSINESS: AN UNPLANNED JOURNEY
PREMIERES: Thursday, Sept. 2, 2021 at 5pm PT and Sunday, Sept. 5 at 7am PT
From dead stop to cruising speed – navigating without a map.
IT’S OKAY TO FAIL
PREMIERES: Thursday, Sept. 9, 2021 at 5pm PT and Sunday, Sept. 12 at 7am PT
The value of mistakes and lessons learned. For successful entrepreneurs, embracing failure is as important as embracing success.
PREMIERES: Thursday, Sept. 16, 2021 at 5pm PT and Sunday, Sept. 19 at 7am PT
Whether it’s a business relationship or at home – make sure your business isn’t a casualty of the process.
OWNING AND RUNNING A BUSINESS AS A WOMAN
PREMIERES: Thursday, Sept. 23, 2021 at 5pm PT and Sunday, Sept. 26 at 7am PT
Why there is strength in community.
PREPARING THE KIDS TO TAKE OVER
PREMIERES: Thursday, Sept. 30, 2021 at 5pm PT and Sunday, Oct. 3 at 7am PT
Have you asked your kids if they would like to take over the family business? What needs to be considered…
ESTATE PLANNING WHEN YOU OWN A BUSINESS
PREMIERES: Thursday, Oct. 7, 2021 at 5pm PT and Sunday, Oct. 10 at 7am PT
What happens to your business if you couldn’t come in tomorrow? Inheriting well doesn’t just happen.
BEING IN BUSINESS – THINGS NO ONE TELLS YOU
PREMIERES: Thursday, Oct. 14, 2021 at 5pm PT and Sunday, Oct. 17 at 7am PT
Throw 9-to-5 out the door. Buckle up – it might be a bumpy ride!
GROWING AN IDEA INTO A SUCCESSFUL BUSINESS
PREMIERES: Thursday, Oct. 21, 2021 at 5pm PT and Sunday, Oct. 24 at 7am PT
Overcoming naysayers. Most business ideas never get off the ground. How do you change that?
BUILDING NEXT GEN BUSINESS SKILLS
PREMIERES: Thursday, Oct. 28, 2021 at 5pm PT and Sunday, Oct. 31 at 7am PT
What skillset will future business owners need to take over?
CREATING A SUCCESSFUL EXIT PLAN
PREMIERES: Thursday, Nov. 4, 2021 at 5pm PT and Sunday, Nov. 7 at 7am PT
If your business is “your baby” – how could you ever part ways?
COUPLES IN BUSINESS TOGETHER
PREMIERES: Thursday, Nov. 11, 2021 at 5pm PT and Sunday, Nov. 14 at 7am PT
The fine line between relationships and being in business together. Finding balance between personal relationships and business needs.
AN ACCIDENTAL BUSINESS OWNER
PREMIERES: Thursday, Nov. 18, 2021 at 5pm PT and Sunday, Nov. 21 at 7am PT
Thrust into the role – Building culture and systems from scratch.
A VIRTUAL BUSINESS
PREMIERES: Thursday, Nov. 25, 2021 at 5pm PT and Sunday, Nov. 28 at 7am PT
Moving a bricks-and-mortar business online – digital assets and e-commerce – a disruptors journey.
The opinions expressed by Jim Doyle and his guests may not reflect those of Investors Group Financial Services Inc. “Money Matters with Jim Doyle” is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Jim Doyle is solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Consultant. Trademarks, including IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.
MONEY MATTERS EPISODES – Season 1
MONEY AND INVESTMENTS: FRIEND OR FOE? THE PSYCHOLOGY OF MONEY
Does dealing with money and investments make you feel anxious about your lack of knowledge – previous investment decisions – or lack of financial success?
FINANCIAL LITERACY – A LIFELONG JOURNEY
The growing use of payday loans, rising debt, and people struggling to afford their lifestyles suggests financial trouble on the horizon. Financial literacy – it’s more powerful than you think!
FAMILY AND MONEY: TALKING TO THE KIDS ABOUT MONEY
Teaching kids about money empowers their transition to independence AND adulthood. We’ll highlight how financial literacy provides skills and knowledge to make financially-responsible decisions.
AN UNCONVENTIONAL ESTATE PERSPECTIVE: PREPARE YOUR HEIRS – NOT YOUR ESTATE
Explore an unconventional estate planning perspective, making it less about who gets your stuff – and more about preparing the people that take on the roles of power of attorney, or executor, to better understand their responsibilities.
BRING YOUR FAMILY INTO YOUR ESTATE PLANNING DISCUSSIONS
Estate planning decisions made behind closed doors can leave those who inherit uniformed. It’s not just WHAT you give – but HOW and WHY you give – that matters to families.
FAMILY BUSINESS IS YOUR BUSINESS
Family businesses face challenges – from succession planning – to family dynamics; when multiple families are tied to the business, untangling their retirement and estate planning requires a professional helping hand.
WHEN CULTURE, FAMILY AND MONEY COLLIDE
Money values can lead to conflict and painful family legacies. How do we open lines of communication – and narrow generational gaps? What’s a family to do when culture, family, and money collide?
PARENTS & AGING – FINANCIAL CHALLENGES
We’ll explore the financial challenges and the evolution of roles and relationships in families as parent’s age.
MONEY DOESN’T HAVE TO BE A RELATIONSHIP WRECKER
Are you up-close and personal with your partner’s financial DNA? We’ll explore how “financial infidelity” hurts relationships and offer tips on having healthy money conversations.
FINANCIAL INFIDELITY AND TALKING TO YOUR SPOUSE ABOUT MONEY
For couples talking about money: “Do undisclosed accounts or hidden credit balances suggest you’re living a financial double-life? Are these signs of ‘financial infidelity’?
DIVORCE AND MONEY: THE UNPLANNED JOURNEY
Those separating or divorcing, may find themselves on an unplanned journey, adjusting to new realities. We’ll explore different divorce options – and a troubling new trend – Grey Divorce…
RETIREMENT REDEFINED: IS IT AN EVENT OR AN EXPERIENCE?
How do you view retirement? Retiring FROM something, or, TO something? Have you planned financially and emotionally – for the opportunities that retirement represents?
THE DREAM TEAM: GETTING MORE OUT OF YOUR PROFESSIONAL ADVISORS
In this show, we discuss the increasing demand for a more collaborative approach from tax, legal, and investment professionals, ensuring the health of the business — and the family’s financial future.