Getting There
THE FINANCIAL GOOD PLACE PODCAST
Where down-to-earth people go to gain clarity, comfort and confidence on their journey
28 — How to Master Risk: From Economic to Personal
Whether the next recession is imminent or not, discover what you can control and manage your fears Learn to mitigate risk, open doors to opportunities and avoid common investing mistakes …
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27 — How Financial Advisors Are Paid (And Why)
Discover how financial advisors charge for their services, which method Gates Pass Advisor chooses — and why Tune in now and get clarity on how Gates Pass’s planning method goes …
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26 — Breaking Down Your Planning Barriers
Tune in now to learn about the strategies Esther Szabo uses to help prospective clients overcome their hesitation around hiring a financial advisor Learn how the Gates Pass Advisors team …
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25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know
Listen in to learn how fiduciaries like Esther Szabo handle requests for “quick fixes” from clients who don’t want to receive a full range of services Discover what you need …
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24 —Contemplating Divorce? This is a must listen episode! — With Guest, Karen D. Sparks, CDFA™, J.D.
Learn how a Certified Divorce Financial Analyst works with you to: Understand the financial impact and legal process of divorce before your move forward Plan well for this challenging transition …
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23 —Gates Pass is Growing! Providing what Women Need to Find Clarity During Transitions — With Erik Schei
Listen to learn more about why this woman-owned, women-focused firm hired Chartered Financial Analyst®, Erik Schei! And why our investment expertise provides more than portfolio management services to our clients …
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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.