The Just Word with Pat Bolland

Mark Halpern is a nationally recognized insurance advisor with a specail interest in philanthropy. He joins us to start the conversation on the role of insurance, estates and how they interact with other financial strategies.

The market dropped like a stone in March, and then came back ... quite the rolloercoaster ... but why and how does Justwealth approach such events. James Gauthier joins us yet again to talk about the markets and investing.

Alanna Abramsky is a Financial Coach ... with a twist ... she specializes in finances for women ... her endeavor is called Broad Money - pun intended. She's on a mission ... she's seen too many women left out of the conversation and she wants to change the way women think and feel about their finances.

The markets have become unstable since the beginning of the year ... especially in light of the Trump regime. What should an investor be aware of, and what should they do now? James Gauthier is the Chief Investment Officer at Justwealth Financial.

Money is more than just the cash in your pocket, it represents all your past experiences... Jessica Moorehouse has been exploring that aspect for years!

James Gauthier is the Chief Investment Officer (CIO) at Justwealth Financial - one of, if not the, best robo-advisors in Canada! He joins me to go over how the markets faired in 2024 and what might happen ahead.

In 'The Happy Inheritor' Tom Deans explains why some inheritances don't end well and how to avoid that. Tom joins us to walk us through the successful transfer of wealth between generations.

Traditional investment assets include stocks and bonds ... but there are more. One example is 'digital assets'. Matt Raad is an expert in the area, he even teaches courses, and he joined me from Australia ... there are no geographic limits to this type of investing!

The priciples of retirement planning haven;t really changed over the years - and a lot of our followers haven't been able to listen to it - so here's a chance at a refresher with one of the architects of the Canada Pension Plan... Enjoy!

A couple of times a year I chat with James Gauthier from Justwealth Financial about what's happening in the markets. I began by asking about the Kamala Crash but quickly moved on to central banks and interest rates ... all while exploring how James is investing right now.