Tag Archives: aging

Money Matters: Bring Your Family Into Your Estate Planning Discussions

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The next episode of Money Matters with Jim Doyle explores the significance of families and spouses talking openly about estate planning and bringing your family into your estate planning discussions. Continue reading

Money Matters: Money Doesn’t Have To Be a Relationship Wrecker

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Money Matters with Jim Doyle Episode 5: Money Doesn’t Have to be a Relationship Wrecker What was the motivation behind the show? Sometimes families just need a little encouragement to develop healthy money conversations – fostering connection, conversation and objectivity. … Continue reading

Money Matters: The Dream Team – Getting More Out of Your Professional Advisor Relationships

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On Episode 1 of Money Matters with Jim Doyle, Jim and his guests explore the significance of building an advisory team that provides “wisdom” rather than simply “knowledge”. Continue reading