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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34 — Life Transitions and the Holidays — Help is here!

December 23, 2019

Learn helpful tips for navigating the stresses of the holiday season, especially during times of transition. Discover how a Certified Financial Transitionist®, like Esther Szabo,  supports making the best decisions …

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33 — Care for Your Finances (And You!) This Holiday Season

December 14, 2019

Learn year end financial opportunities you may not want to miss to confidently enter the New Year. Hear practical suggestions for self-care during transition and the holidays  Resources: Gates Pass …

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32 — Solving Your Divorce Puzzle With Forensic Accounting: Part 2 — With Irina Anissimova, CPA, CFF

November 27, 2019

Discover how forensic accountants, like Irina Anissimova, help determine spousal and child support during the divorce process Learn what needs to be considered when a business is involved in the …

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31 — Solve Your Divorce Puzzle With Forensic Accounting: Part 1 — With Irina Anissimova, CPA, CFF

November 13, 2019

Learn how forensic accountants like Irina Anissimova can help simplify and solve your divorce case Discover why women in particular need to become more educated about divorce and which professionals …

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30 — Key Items to Address With Estate Planning Attorney E.J. Hong: Part 2

October 30, 2019

Learn what probate is and why it’s important to avoid. Hear about a surprising case that EJ handled that brought the fire department on scene! Estate planning considerations during life’s …

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29 — Protect Your Family and Your Future – Estate Planning — With E.J. Hong: Part 1

October 16, 2019

A woman in transition is faced with all sorts of decisions.  E.J. Hong, a Certified Specialist in Estate Planning, Trust, and Probate Law helps women in transition protect themselves with …

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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.