Getting There
THE FINANCIAL GOOD PLACE PODCAST
Where down-to-earth people go to gain clarity, comfort and confidence on their journey
40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein
Discover what benefits a private fiduciary can bring to you during times of transition Hear real-life stories from private fiduciary and estate planning lawyer Barry W. Finkelstein on how he …
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39 — What to Keep in Mind This Tax Season
Navigate this tax season with Esther’s guide on what to keep in mind this year — especially for people in transition Discover how last year’s market returns might impact your …
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38 — Financial Planner Versus Wealth Manager: What’s the Difference?
Join Esther Szabo and Erik Schei as they share their experience in the financial services industry and the challenge to consumers as they look to select an advisor Discover what …
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37 – Looking Ahead With Clarity: 5 Predictions for 2020
Gain clarity about the year ahead with Esther Szabo’s forecast for 2020 Discover how sticking to your plan can help you navigate your finances in a more positive, enjoyable way …
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36 — Lessons for 2020: Reflecting on the Past to Inform the Present
Esther Szabo encourages you to consider which aspects of your financial life were out of your control last year – and decade – which aspect you could, and what actions …
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35 — A New Decade of Planning: How to Plan for your 2020 Vision
Make financial decisions with confidence even if beginning a new phase Tactical changes to portfolios Gates Pass Advisors is making Discover the importance of incorporating your personal touchstone into your …
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