Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

86. Market Volatility In 2022 with Erik Schei, CFA and CeFT®

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…

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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…

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

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83. Navigating Loss During The Holidays

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64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland

To help you better understand your investing behaviors, Jay Mooreland joins Esther Szabo to discuss ways he helps investors understand how biases influence their investment decisions.  Jay highlights ways you can tune-in to your behaviors and learn from past mistakes to improve future financial decisions. Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s…

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