Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

A Personal Thanksgiving Story

A Personal Thanksgiving Story

The impact of direct giving. Like many students, Esther faced the dual challenge of maintaining her grades and securing enough funds to meet her educational expenses. To help pay her way through college, Esther took up house cleaning. During this phase of her life, she encountered a unique expression of generosity that deeply influenced her…

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WOMEN DESERVE TO BE HEARD
Gender Inequality in the Financial Industry

Ask any woman about her experience with unequal treatment by professionals and she’s sure to have more than one example. Women are all too familiar with being overlooked, ignored, and put on the back burner when their male counterparts are in the room. Consider these scenarios: A doctor dismisses valid symptoms, blaming them on hysteria…

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FINANCIAL PLANNING AFTER A LOSS
3 Things to Look For In An Advisor

Facing the loss of a partner can be overwhelming. Almost immediately, you may be expected to make financial decisions that impact your future. But when it feels like the rug is pulled out from under you, financial planning might be the last thing on your mind. Some immediate questions that may surface include: Do I…

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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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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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