Getting There

THE FINANCIAL GOOD PLACE PODCAST

Getting There Podcast2022-05-23T15:29:47-07:00

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

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

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

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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 overview digs into the impact of the ongoing supply chain disruption on inflation, Federal Reserve strategy, what to expect in 2022, and how to maintain an investment program despite short term turbulence. 

Esther and Erik discuss: 

  • The difference between past recessions and the pandemic recession
  • How the Federal Reserve works and its impact on investors
  • The biggest impact of inflation
  • How effective investors successfully navigate uncertainty
  • And more

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77. Taking Care Of Medicare With Susan Lucas

September 8, 2021|

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 [...]

81. The World Of Art Appraisal with Andrea Roth

November 17, 2021|

Esther Szabo is joined by Andrea Roth, an independent art appraiser accredited by the American Society of Appraisers, to discuss the role of art appraisal within estate planning. Andrea shares [...]

83. Navigating Loss During The Holidays

December 15, 2021|

Esther Szabo addresses successfully navigating grief during the holidays. Esther shares her and her clients’ tips and experiences of getting through this challenging time of year and to the other [...]

Copyright © 2022 Gates Pass Advisors

Gates Pass Advisors, LLC is an investment advisor registered with the State of California. Investment advice is only offered in jurisdictions where we are registered, exempt, or excluded from such requirements and this website should not be construed as a solicitation to provide advisory services in any other jurisdictions.

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.

Copyright © 2022 Gates Pass Advisors

Gates Pass Advisors, LLC is an investment advisor registered with the State of California. Investment advice is only offered in jurisdictions where we are registered, exempt, or excluded from such requirements and this website should not be construed as a solicitation to provide advisory services in any other jurisdictions.

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.

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