The Just Word with Pat Bolland

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.

The workplace should be one place where communication just works ... but we've all had a bad boss at some point - so how do you make it so. Jill McPherson has a raft of experience teaching and she takes that expertise and applies the principles of Non Violent Communication to the workplace. We discuss unmet needs, bad bosses, empathy and compassion and seeing things from the other viewpoint all toward a more constructive, productive and respectful workplace.

Laura Tamblyn Watts is the CEO of Canage ... and she's just written a best-selling, excellent read, Let's Talk about Aging Parents ... with a soup to nuts, humourous approach. We caught up with her and focussed on some of the financial aspects, but covered more ground than I expected... and I learned a lot!

I this episode, we talk to Steven Andrews is a real estate investor, business coach and founder of SOARX Consulting. Coming out of college, Andrews was $75,000 in debt and making $45,000 a year. Remembering how hard it was to overcome his own doubts and insecurities at the beginning of his investment career, Andrews is now on a mission to empower others to achieve their own goals in real estate. His new book, The New American Dream: A Simple Roadmap to Purchasing Investment Properties, is a proven, easy-to-follow blueprint for breaking into the real estate rental market without needing a college degree, real estate license, or excess wealth. We talked to him about his advice.

Horizon ETFs is the 4th largest ETF provider in Canada with over $30 billion in assets. But they are rebranding! I'll talk with Rohit Mehta, President and CEO, about what it means to the company and how it affects investors ... and we'll talk about the business in general. Rebranding Horizon ETFs to Global X with focus on local expertise 00:15 Global investment strategies, innovation, and customization 3:50 ETF growth, mutual funds, and investor preferences 10:32 Investing for retirement, growth of ETFs and future of investing in Canada 15:29