Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Regarding HENRYs
Getting Your Assets in Order

Have you heard about HENRYs? An acronym for “High Earners, Not Rich Yet,” the term has risen in popularity in recent years and refers to those who have acquired a healthy income, namely six figures, but have no solid financial planning to grow their savings for the future. The HENRYs are at an important crossroads…

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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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79. Navigating the Complexities of Divorce with Children With Paul Seabrook

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