Our brains are unique, and we need to find unique strategies that work for our brains when setting and working towards our goals.
This week Val and Sherry talk about steps you can take to help set yourself up for success when working toward your financial goals!
What is it? And how can you avoid it? Is lifestyle creep holding you back from your financial goals? This week, Val and Sherry discuss how to determine whether it is and what you can do to avoid it.
What bank account balance makes you feel comfortable or uncomfortable? Do you spend more when your balance is higher?
What account balance makes the most sense for you to support you and your financial goals?
In this episode Val and Sherry share some of what they see with their clients to get you thining about how you can set yourself up for success.
We are back to weighing in on the question, am I the asshole. This one is all about a brother deciding that he was backing out on his promise to support his brother's wedding financially.
Have a listen, and feel free to hit us up on social media to let us know your thoughts!
This week Val and Sherry dive into a real discussion about retirement in Canada and what the reality is for some of their clients.
They talk about steps you can take to help yourself in retirement and some of the things you should be considering.
It's incredible the systems and strategies ADHDers put in place to make life easier!
In this episode, Val and Sherry share some things that work for them.
In this episode Val and Sherry talk about the things that they either don't spend on, or don't spend a lot on.
This isn't to shame or judge you on how you spend your money but to help you if you are looking to align your spending with what is important to you!
We're down the Reddit rabbit hole again to answer the question, am I the asshole.
This week the question is from a landlord that had an issue with their water heater and had a tenant do something unexpected.
Val and Sherry have had countless conversations about this exact question with clients and other financial professionals.
Which option is best for you, and how do you even begin to figure it out? There is not one hard and fast answer without learning more about you, but in this episode, we give you things to consider when deciding and what our best recommendations are!
This week we head to Reddit to answer the question, am I the asshole!
And this one is recorded on the road because technology was not our friend and we had to improvise!
The question comes from a young person living with their parents who feels they are being treated differently than their siblings, especially financially.
Come and have a listen, and drop us a line to let us know if you think this person is being an asshole or not!
This week, Licensed Insolvency Trustee Nicole Olsen joins us to talk about ADHD, bankruptcies, and consumer proposals.
She shares her expertise with us and answers all your questions about your options for managing debt payments that you are having challenges with. She also shares her ADHD diagnosis story with us and some strategies that work for her to manage her career, life, and workload.
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.
