Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

7 Surprising College Planning Tips!

7 College Tips

Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately scramble to scrounge up funds so their teenage children can attend their dream schools. ‘Get in first and deal with the costs later’ is a…

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7 SURPRISING COLLEGE PLANNING TIPS!
What We Learned From Dr. Nancy Paul

7 College Tips

Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately scramble to scrounge up funds so their teenage children can attend their dream schools. ‘Get in first and deal with the costs later’ is a…

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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…

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

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81. The World Of Art Appraisal with Andrea Roth

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80. Protect Your Home and Assets with Derry Wisnom

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