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?
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:
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...
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...
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.
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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