Getting There

THE FINANCIAL GOOD PLACE PODCAST

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Where down-to-earth people go to gain clarity, comfort and confidence on their journey

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87. 5 Obstacles That Could be Preventing You From Achieving Your Goals with Lela Meinke

March 9, 2022

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 …

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86. Market Volatility In 2022 with Erik Schei, CFA and CeFT®

February 25, 2022

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 …

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85. Articulate and Achieve Your Goals with Lela Meinke

February 9, 2022

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 …

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84. Looking Back To Move Forward with Erik Schei, CFA and CeFT®

January 5, 2022
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83. Navigating Loss During The Holidays

December 15, 2021
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82. Making the Most of Employee Benefits with Erik Schei, CFA

December 1, 2021
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The information, opinions, statements, and links (collectively, “Content”) appearing on this website or contained in the “Getting There Podcast” (“Podcast”) have been obtained from or are based upon information obtained from sources which we believe to be reliable, however, we do not warrant or guarantee the timeliness or accuracy of any such information. The Content appearing on this website and in the Podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions and statements expressed by any guest on the Podcast are solely their own opinions, and do not necessarily reflect the firm’s views. The appearance of any guest on the Podcast should not be construed as an endorsement or testimonial with respect to our firm, our personnel, or our advisory services. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear.