Getting There Podcasts

THE FINANCIAL GOOD PLACE PODCAST

Esther-GP1

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

Erik-GP1

28 — How to Master Risk: From Economic to Personal

October 2, 2019

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 …

27 — How Financial Advisors Are Paid (And Why)

September 18, 2019

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 …

26 — Breaking Down Your Planning Barriers

September 4, 2019

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 …

25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know

August 21, 2019

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 …

24 —Contemplating Divorce? This is a must listen episode! — With Guest, Karen D. Sparks, CDFA™, J.D.

August 7, 2019

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  …

23 —Gates Pass is Growing!  Providing what Women Need to Find Clarity During Transitions — With Erik Schei 

July 24, 2019

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 …