Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo
Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei
Erik Schei

When Success Creates a New Chapter

You worked hard to get here. You built the business. Advanced in your career. Took risks. Made difficult decisions. Became the person others rely on for answers. And somewhere along the way, your financial life changed too. Perhaps your income has grown significantly. Your business has become a valuable asset. You ...
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VIDEO: Behavioral Finance – The ABCs of Successful Investing

September 21, 2023

Behavioral Finance Video: The ABCs of Successful Investing Just as the ABCs are foundational to a child’s education, the ABCs of successful investors are foundational to aspiring investors.  This …

Your Marriage Needs a CFO and a COO: Insights on Marriage and Finances

September 8, 2023

Introduction Marriage, often portrayed as a romantic union between two people, requires more than just love and affection to thrive; it requires insights on marriage and finances.  Have you noticed …

VIDEO: Behavioral Finance – The Magnificence of Diversification

August 30, 2023

Behavioral Finance Video: The Magnificence of Diversification Diversification isn’t just for risk management… it can increase returns too!  This video is narrated by Jay Mooreland, the CEO of the …

Supporting Maui Fire Victims: Where to Donate and Make a Difference

August 24, 2023

I was unable to sleep Friday night.  It’s not unusual for me to wake up in the night.  My failsafe go-to is to turn on a podcast.  99 times out …

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