Getting There
THE FINANCIAL GOOD PLACE PODCAST
Where down-to-earth people go to gain clarity, comfort and confidence on their journey
78. 3rd Quarter Economic & Market Review With Robert Meckstroth
In this episode, Robert Meckstroth discusses how he helps advisors focus on clients while his company focuses solely on investment strategies and portfolio planning. Learn about different types of investors …
Read More >77. Taking Care Of Medicare With Susan Lucas
Everyone knows age 65 = Medicare. But the many decisions to make about coverage and plans often catches people by surprise. In this episode, Esther Szabo is joined by Susan …
Read More >76. How Professional Organizers Help Couples Navigate Through Divorce With Joan McCreary
In this episode, Esther Szabo welcomes back Joan McCreary, Certified Professional Organizer® and hoarding specialist at JMPO Estate and Home Organizing, to discuss Joan’s experience helping couples and individuals navigating …
Read More >Copyright © 2022 Gates Pass Advisors
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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.