88 episodes

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 the place of fear and apprehension about your money to the good place of financial fulfillment and security. Are you ready to get there?

Getting There: The Financial Good Place Podcast Esther Szabo and Erik Schei

    • Business
    • 5.0 • 5 Ratings

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 the place of fear and apprehension about your money to the good place of financial fulfillment and security. Are you ready to get there?

    87. 5 Obstacles That Could be Preventing You From Achieving Your Goals with Lela Meinke

    87. 5 Obstacles That Could be Preventing You From Achieving Your Goals with Lela Meinke

    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 … Continue reading 87. 5 Obstacles That Could be Preventing You From Achieving Your Goals with Lela Meinke →

    • 37 min
    86. Market Volatility In 2022 with Erik Schei, CFA

    86. Market Volatility In 2022 with Erik Schei, CFA

    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 … Continue reading 86. Market Volatility In 2022 with Erik Schei, CFA →

    • 31 min
    85. Articulate and Achieve Your Goals with Lela Meinke

    85. Articulate and Achieve Your Goals with Lela Meinke

    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 … Continue reading 85. Articulate and Achieve Your Goals with Lela Meinke →

    • 36 min
    84. Looking Back To Move Forward with Erik Schei, CFA

    84. Looking Back To Move Forward with Erik Schei, CFA

    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
    83. Navigating Loss During The Holidays

    83. Navigating Loss During The Holidays

    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.

    • 35 min
    82. Making the Most of Employee Benefits with Erik Schei, CFA

    82. Making the Most of Employee Benefits with Erik Schei, CFA

    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.

    • 28 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

Reina Divina ,

Inspiring and down to earth

I’m excited to hear Esther has a podcast because she has such a grounded perspective honed by a combination of knowledge and professional experience as well as personal wisdom. There is a lot of compassion and understanding of human nature mixed in with know-how.

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