Tag Archives: retirement

Money Matters with Jim Doyle: Parents & Aging – Financial Challenges

This episode of Money Matters with Jim Doyle explores the significance of CHANGING roles and relationships in families – as parents age – offering tips on navigating this sensitive arena. Continue reading

Money Matters with Jim Doyle: An Unconventional Estate Perspective: Prepare Your Heirs – Not Your Estate

Money Matters with Jim Doyle Encore Episode #11: An Unconventional Estate Perspective: Prepare Your Heirs – Not Your Estate What was the motivation behind this show? Some suggest, in polite company, one doesn’t don’t talk about politics, religion, or death. … Continue reading

Money Matters with Jim Doyle: Family Business IS Your Business

Money Matters with Jim Doyle Episode #10 Family Business IS Your Business What was the motivation behind this episode show? Family businesses are often under-appreciated as the backbone of the Canadian economy. Being a successful business owner can give you … Continue reading

Money Matters with Jim Doyle: Financial Literacy – A Lifelong Journey

On this episode of Money Matters, Jim Doyle and his guests explore the significance of financial literacy, offering tips on healthy money conversations, budgeting and goal-setting – and how the financial habis we develop as children set us up for life. Continue reading

Money Matters with Jim Doyle: Bring Your Family Into Your Estate Planning Discussions

In this episode of Money Matters with Jim Doyle, explore the significance of families and spouses talking openly about estate planning and bringing your family into your estate planning discussions, offering tips for healthy money conversations. Continue reading

Money Matters with Jim Doyle: Retirement Redefined – Is it an Event or an Experience?

Do you dream of being an ageless adventurer? Too many Canadians enter retirement with trepidation. We’d like to change that perspective to one of opportunity, excitement, security, and ultimately – enjoyment. Continue reading

Money Matters with Jim Doyle: Divorce & Money – The Unplanned Journey

Money Matters with Jim Doyle Episode #6: Divorce & Money – The Unplanned Journey What was the motivation behind the show? I’ve seen the effect that divorce has on families that felt powerless to engineer an outcome that met their … Continue reading

Money Matters with Jim Doyle: Money Doesn’t Have to be a Relationship Wrecker

If you believe you’ve successfully avoided conflict by having your spouse handle all the financial stuff, we’ll explore some of the dangers of letting your spouse make all of the financial decisions. Continue reading

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

Money Matters with Jim Doyle Episode #4: The Dream Team – Getting More Out of Your Professional Advisor Relationships What was the motivation behind this episode? Family businesses hold a special place in my heart. As they grow, so too … Continue reading

Money Matters with Jim Doyle: Money & Investments: Friend or Foe – The Psychology of Money

In this episode of Money Matters, Jim Doyle and his guests explore the emotional side of money and examine the significance of money anxiety and what money represents in terms of freedom, security, legacy, and responsibility. Continue reading