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…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
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…
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…
78. 3rd Quarter Economic & Market Review With Robert Meckstroth
In this episode, Robert Meckstroth discusses how he helps advisors focus on clients while his company focuses solely on investment strategies and portfolio planning. Learn about different types of investors and the importance of tailoring a client’s portfolio to their risk level and what stage of life they’re in.