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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51. How COVID-19 is Impacting Retirement Plans — With Stephen Dobrow

August 26, 2020

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 …

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50. 5 Key Steps for Planning Your Retirement

August 7, 2020

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 …

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49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs

July 22, 2020

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 …

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48 – What We Do When We Don’t Know What To Do

July 10, 2020

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 …

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47 – Your 2020 Mid-Year Check-In

June 26, 2020

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 — …

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46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood

June 10, 2020

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.