Getting There
THE FINANCIAL GOOD PLACE PODCAST
Where down-to-earth people go to gain clarity, comfort and confidence on their journey
51. How COVID-19 is Impacting Retirement Plans — With Stephen Dobrow
Join Esther Szabo and Primark Benefits’ Stephen Dobrow, ERPA, APA, CPC to explore the Coronavirus’ impact on retirement plans Discover what relief options are available to help you navigate this …
Read More >50. 5 Key Steps for Planning Your Retirement
Learn how you can better prepare for retirement with Esther Szabo’s five key retirement planning steps. Discover important planning areas that can often be overlooked — and how your advisor …
Read More >49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs
Learn how effective Gates Pass Advisor’s holistic planning approach can be, and why it is needed now more than ever Learn investment insight and the importance of personalized portfolio management …
Read More >48 – What We Do When We Don’t Know What To Do
Esther Szabo shares how she walked through an ‘off the charts’ uncontrollable experience and how she applies that knowledge to navigating today’s pandemic. Discover how markets have changed during this …
Read More >47 – Your 2020 Mid-Year Check-In
In this episode, join Esther Szabo to review the first half of 2020 and the overall impact of the COVID-19 crisis Discover ways financial advisors are viewing the future — …
Read More >46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood
Join Esther Szabo and University Investments’ Greg Osgood to explore COVID-19’s impact on the mortgage industry Discover tips for managing your mortgage during this time of uncertainty and 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.