How to Find a Financial Professional (Ep 23)

What this episode covers

Are you looking to find a new professional to help you with your finances or other aspects of your life? We discuss what to look for, red flags that someone is not the right fit, and what we do when looking for someone to help us with something in our lives or businesses, including what questions to ask when first meeting them. We also discuss the process of moving investments (RRSP, TFSA, etc.) and life insurance policies to a new financial advisor. Val’s Instagram: http://www.instagram.com/you.me.and.money Sherry’s Instagram: http://www.instagram.com/moneymindsetfc Podcast Instagram: http://www.instagram.com/mind.money.adhd.podcast Book a free call with Val (financial planner): https://calendly.com/valerie-stratford Book a free call with Sherry (financial coach): https://app.acuityscheduling.com/schedule.php?owner=17480698&appointmentType=25737393

Share this episode

Similar Episodes

Shadowwork and The Divine Union Within

Dec 5, 2025 ·50m

You gotta RELEASE to RECIEVE Babes 💁🏽‍♀️

Oct 9, 2025 ·33m

The Manifestation Matrix 👁️

Oct 3, 2025 ·40m

Reclaiming the Divine Feminine Throne as The Crone 👑🖤🌙

Sep 11, 2025 ·31m

Why destiny swap when you can just do this?

Aug 27, 2025 ·39m

One thing is for sure, two are for certain…

Aug 18, 2025 ·54m

Similar Podcasts

Big Old Life: Heather Blackbird interviews people on planet earth. Heather Blackbird loves asking questions. This podcast is a learning experience. Join me, Heather Blackbird, as I talk to people about their lives. Frequency of new episodes is a little all over the place and I'm learning as I go. Big Old Life is a small way of talking about the vastness of life, one person at a time. If you are reading this or found this podcast it's probably because someone you know gave you a link to it. :) Explicit Tales Of A Superstar DJ The Insomniac Spun seemingly out of nowhere from her complacent life in the corporate world, turned seemingly overnight from 16-Hour shift work and into the life of a literally starving artist and working musician, The Protagonist navigates her supposed rise to fame and superstardom on a journey through spiritual awakening, coming-of-age, and intimate self-realization--guided by an omnipresent force and equipped with the power of love, magic, and music. {Enter The Multiverse.} [The Festival Project] The Festival Project, Inc.™ is a multidimensional multimedia platform which encompasses exploratory and artistic social personifications and expressions on cosmic theory, spirituality, growth, health & wellness, philosophy and theoretic dynamics in entertainment such as music, design, film, television, radio, dance and festival culture, art, fashion, literature, and science. The Festival Project™ and its subsidiary Non-Profit, The Collective Complex © aims to challenge modern artistic and philosop Explicit Bitcoin Is Dead Trey Carson Welcome to Bitcoin is Dead, the ultimate Bitcoin variety show where host Trey takes you on a journey through the ever-evolving world of Bitcoin. Each episode brings new personalities, fascinating locations, and insightful conversations with politicians, educators, and innovators shaping the future of Bitcoin. Whether you're a seasoned Bitcoiner or just starting your journey, tune in for thought-provoking discussions, unique perspectives, and a deep dive into the ideas and people driving the Bitcoin revolution. Explicit The Sacred +Profane Podcast nephtaragrace The Sacred + Profane Podcast is a provocative conversation dedicated to cementing a better future for all. We specialize in unpacking the nuances of what is considered sacred and profane, particularly focusing on sex, death, and all that pertains to the circle of life. Our aim in focusing on such ”taboo” subject matter is to demystify what is unconscious, bring to light what has been known for centuries as ”the occult,” and empower the rapid transformation that is occurring on the Planet. Explicit

Frequently Asked Questions

How long is this episode of Mind + Money: A Podcast All About Money and ADHD?

This episode is 26 minutes long.

When was this Mind + Money: A Podcast All About Money and ADHD episode published?

This episode was published on August 8, 2024.

What is this episode about?

Are you looking to find a new professional to help you with your finances or other aspects of your life? We discuss what to look for, red flags that someone is not the right fit, and what we do when looking for someone to help us with something in...

Can I download this Mind + Money: A Podcast All About Money and ADHD episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.