Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

When Success Creates a New Chapter

September 16, 2026

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 ...

VIDEO: Behavioral Finance – Attention Allocation

July 18, 2022

Behavioral Finance Video by Jay Mooreland, MS, CFP® ATTENTION ALLOCATION You may be familiar with the term asset allocation, which is how we divide up our assets (stocks, bonds, cash …

RELIABLE CONFIDENCE DURING UNCERTAINTY
3 Steps to Trusting Your Decisions

July 12, 2022

Investors face a very different environment today. While the future is always uncertain, today’s environment may be even more uncertain. We are living in a time of increasing inflation, increasing …

Chaotic Markets, Economic Uncertainty, and Some Good News – Webinar Replay

June 28, 2022

Webinar Replay Chaotic Markets, Economic Uncertainty, and Some Good News A LIVE DISCUSSION Thanks to those who attended our LIVE DISCUSSION via Zoom yesterday. Below is the video of our …

STOP THINKING ABOUT IT
How Fear Can Lead to Bad Investment Choices

June 23, 2022

If you’ve already made some wrong investment choices over the years, that’s okay. Mistakes are opportunities for us to learn and grow from. What’s not okay is making the same …