Tag Archives: investment

On the next episode of Money Matters, Jim Doyle and his guests discuss that estate planning is less about who gets your stuff – and more about managing the people you’ve asked to manage your affairs – while you’re alive, or after you’ve passed away. Continue reading

This episode of Money Matters with Jim Doyle explores the significance of continuity planning and good governance structures – offering tips for working collaboratively with your professional advisors to ensure the continued success of your family business. Continue reading

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

This episode of Money Matters with Jim Doyle examines different models of separation and divorce, ways to make the process move forward – and a troubling new trend – Grey Divorce. Continue reading

Jim Doyle and his guests explore the significance of helping children learn valuable money lessons, offering tips preparing them to be responsible money stewards for the years ahead. Continue reading

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 Episode #4: Retirement Redefined – Is it an Event or an Experience? What was the motivation behind the show? I want to help people redefine what retirement really means for them and to live their retirement lifestyle by … Continue reading

On this episode of Money Matters with Jim Doyle, Jim and his guests explore the significance of families talking openly about money. What’s a family to do when culture, money, and family collide? Continue reading

We all fear making financial mistakes. In this Money Matters blog, Jim Doyle discusses the psychology of money. Friend or foe? Continue reading

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