35 min

84. Looking Back To Move Forward with Erik Schei, CFA Getting There: The Financial Good Place Podcast

    • Investing

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

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

35 min