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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69. Making the Right Retirement Home Decision — With Dr. Jim McCabe

May 19, 2021

Learn the various retirement living options available to you with Dr. Jim McCabe, president of ElderCare Resources. Jim shares his insight about retirement living options, including why it’s so important …

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68. Moving During COVID-19? Here’s What You Need to Know — With Patrice Horvath

May 5, 2021

Learn how the COVID-19 pandemic has altered the way people in the United States are purchasing and selling homes in this informative episode with realtor Illuminate Properties founder, Patrice Horvath.  …

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67. Helping High Earners Effectively Strategize their Financial Futures – With Erik Schei, CFA

April 21, 2021

In this episode, learn about the HENRY (High Earners, Not Rich Yet) demographic and the financial considerations that come with it.  Join Esther Szabo and Gates Pass Advisors’ Erik Schei …

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66. Solutions for Navigating the High Cost of College — With Nancy Paul

April 7, 2021

Discover ways you can secure your financial future while helping your kids fund their education in this episode with college planning expert Nancy Paul  Nancy shares cost-saving strategies that will …

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65. How to Give a Killer Presentation — with Kristi Royse

March 24, 2021

In this episode, Esther Szabo talks with Kristi Royse, the founder and CEO of KLR Consulting to explore how you can make the most of your presentations and pitch moments …

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64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland

March 17, 2021

To help you better understand your investing behaviors, Jay Mooreland joins Esther Szabo to discuss ways he helps investors understand how biases influence their investment decisions.  Jay highlights ways you …

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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.