avatar

101FF: Choosing a Financial Advisor - Feelings & Finances

Money Skills For Therapists
Money Skills For Therapists
Episode • May 24, 2024 • 11m

What should you consider when seeking a financial advisor? How can you pivot when you're already with a sales-based company? In this new mini series, Linzy takes listener questions and answers them in the Feelings and Finances episodes that come out on Fridays. 

Today, Linzy takes a question from Money Skills for Therapists team member Ashley and talks about when it is worth it to make a move with investments and how to take steps toward that move. 

Have a question for Linzy? 

You can easily submit your question to Linzy on a voice recording. Go to the podcast page on our website and click the “Start recording” button. https://moneynutsandbolts.com/podcast/

Follow the prompts to record your question. When you finish your recording, enter your name and email to submit the recording. You can also submit your question directly to Linzy’s SpeakPipe inbox: https://www.speakpipe.com/MoneySkillsForTherapists

For a full transcript of the episode and much more, check out the blog post on our website! To watch a video version of this, check it out on YouTube:  https://youtu.be/aNey4aE_ioQ 

Want to feel calm and in control of your finances? Connect with us!

🎥 Subscribe to our YouTube channel: https://www.youtube.com/@moneynutsandbolts

🎙️ Listen to the Money Skills for Therapists Podcast on your favourite app: https://moneynutsandbolts.com/podcast/

🤳 Follow us on Instagram: https://www.instagram.com/moneynutsandbolts

📲 Follow us on Facebook: https://www.facebook.com/moneynutsandbolts

💻 Follow Linzy on LinkedIn: https://www.linkedin.com/in/linzybonham/

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order.

Mentioned in this episode:

Check Out Relay for Business Banking

Skip banking fees, minimum balances, and tedious bank visits. Start with the unicorn of all banks, Relay, my go-to money management and online banking platform. Signing up is free and takes under 10 minutes. Plus, if you use my link, you’ll get a $50 sign up bonus when you fund your new account.

Sign Up for Relay

Switch to the Fountain App