Getting There: The Financial Good Place Podcast

Getting There: The Financial Good Place Podcast

It’s time to take your relationship with money past the place of uncertainty and complexity, through the challenging transitions, to that good place where your money is doing exactly what you want for your life. This is Getting There: The Financial Good Place Podcast with Esther Szabo, CFP® and Erik Schei, CFA from Gates Pass Advisors. Esther and Erik guide you from a place of fear and apprehension about your money to the good place of financial fulfillment and security. Are you ready to get there?

Episodes

March 9, 2022 37 mins

Financial planning is all about goal achievement. However, the ability to attain one’s desired goals can be limited by one’s mindset and habits. 

In this episode, Esther Szabo is joined once more by Lela Meinke, founder of Serenity Cards and Coaching. Lela reveals five common hurdles people face when planning and articulating goals and shares how you can overcome them.

Esther and Lela discusses: 

  • How role models impact an individua...
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    Inflation, geopolitical issues and impending interest rate increases are impacting the markets.

    In this episode, Esther Szabo and Erik Schei will discuss why the market has become increasingly volatile. Their overview digs into the impact of the ongoing supply chain disruption on inflation, Federal Reserve strategy, what to expect in 2022, and how to maintain an investment program despite short term turbulence. 

    Esther and Erik dis...

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    All financial plans are built around goals. Goals can be exciting, and they can be intimidating. It can actually be challenging to articulate what one really wants, and then commit to move forward, despite setbacks that may arise.

    In this episode, Esther Szabo is joined by Lela Meinke, founder of Serenity Cards & Coaching. Lela shares tools and resources she uses to successfully coach individuals seeking to attain higher levels...

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  • Esther Szabo and Erik Schei look back at the questions clients wanted the answer to in 2021 and discuss financial planning trends moving into 2022
  • They discuss some of the themes they noticed and the pandemic’s impact on political, investment, and societal events
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    December 15, 2021 35 mins
  • Esther Szabo addresses successfully navigating grief during the holidays.

  • Esther shares her and her clients’ tips and experiences of getting through this challenging time of year and to the other side.

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  • Esther Szabo and her associate Erik Schei discuss personal insurance options provided by employers and private companies.

  • They reveal the potential benefits and disadvantages of each and what you need to consider when selecting the best options for yourself.

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  • Esther Szabo is joined by Andrea Roth, an independent art appraiser accredited by the American Society of Appraisers, to discuss the role of art appraisal within estate planning.
  • Andrea shares her experience as an appraiser, how she determines the value of a piece and the role of authenticators within her work
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  • Esther Szabo welcomes Derry Wisnom of Risk Strategy Company to discuss home protection through insurance broker and how you can customize your plan to fit your needs
  • Derry reveals the importance of umbrella insurance in the event of an accident or natural disaster
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  • Esther Szabo is joined by Paul Seabrook, founder and attorney at Seabrook Law Offices, to discuss the potential complexities of divorce on the parties involved and their children.
  • Paul details how to navigate a complex divorce, explaining why you should push for a settlement wherever possible, and avoid disparaging the other party to minimize damage for the children involved.
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  • In this episode, Robert Meckstroth discusses how he helps advisors focus on clients while his company focuses solely on investment strategies and portfolio planning.
  • Learn about different types of investors and the importance of tailoring a client’s portfolio to their risk level and what stage of life they’re in.
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    Everyone knows age 65 = Medicare. But the many decisions to make about coverage and plans often catches people by surprise. In this episode, Esther Szabo is joined by Susan Lucas, a licensed insurance agent specializing in Medicare education and benefits with My Insurance Solutions Inc. Susan discusses when to start planning for coverage, the … Continue reading 77. Taking Care Of Medicare With Susan Lucas →
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    In this episode, Esther Szabo welcomes back Joan McCreary, Certified Professional Organizer® and hoarding specialist at JMPO Estate and Home Organizing, to discuss Joan’s experience helping couples and individuals navigating property division through divorce. Joan shares her expertise, and details how organizers can help clients navigate the emotional experience of dividing their belongings and separating … Continue reading 8/25/20...
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    In this episode, Esther Szabo is joined by Certified Professional Organizer® Joan McCreary, to discuss how professional organizers get to know their clients’ habits, goals and life transitions to sort through the clutter.  Joan details how she navigates the organization process through a variety of scenarios, including estate closings and general organization needs.
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    In this episode, Esther Szabo speaks with Dr. Barbara Provost, founder of Purse Strings, to discuss ways women can become financially fearless. Barbara shares her insight about why women have historically been underrepresented in the financial world, and steps they can take to gain control over their financial future.
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    In this episode, Esther Szabo explores the foundations of cryptocurrencies with IP and Technology attorney David Makman. Esther and David discuss the potential implications of cryptocurrencies, including how they are challenging the value and definition of the dollar, and impact for investors Connect With David Makman: david@makmanlaw.com  (650) 242-1560 Makman Law David Makman’s Linkedin Connect … Continue reading 7/14/2021 – ...
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    Learn the importance of preparing for the proposed tax changes under the Biden Administration in this episode with Michael Fujii, partner at Johanson & Yau Accountancy Corporation. Hear how to efficiently plan for these changes, including changes to income tax brackets, capital gains taxes and the removal of the step up in basis.  Connect With … Continue reading 6/30/2021 – 72. How Will the Biden Tax Proposals Affect Your Perso...
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    Discover how to develop and implement a special needs trust with guest Ellen Cookman, JD, LLM, certified specialist in estate planning, trust and probate law at Cookman Law, PC. Ellen explains the importance of flexibility for those who implement a special needs trust within their overall plan, as well as details the tax exemption available … Continue reading 6/16/2021 – 71. Estate Planning for Children With Special Needs With Elle...
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    Learn whether the markets have fully recovered from the dip they took through 2020 as Esther Szabo describes the current markets compared to last year. Discover what has changed and what you can expect from the market as normalcy continues to return after the COVID-19 pandemic. Resources:  Current Market News Webinar Registration: Gates Pass Advisors … Continue reading 6/02/2021 – 70. Answering Your Questions About the Economy and ...
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    Learn the various retirement living options available to you with Dr. Jim McCabe, president of ElderCare Resources. Jim shares his insight about retirement living options, including why it’s so important for retirees to consider social interactions and relationships.  Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Dr. Jim McCabe’s LinkedIn | … Continue reading 5/19/2021 – Episode ...
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    Learn how the COVID-19 pandemic has altered the way people in the United States are purchasing and selling homes in this informative episode with realtor Illuminate Properties founder, Patrice Horvath.  Patrice shares the special considerations movers and sellers must keep in mind due to the COVID-19 pandemic and shares her journey and growth as a … Continue reading 5/5/2021 – Episode 68: Moving During COVID-19? Here’s What You Nee...
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