Getting There: The Financial Good Place Podcast

Getting There: The Financial Good Place Podcast

Latest Episodes

87. 5 Obstacles That Could be Preventing You From Achieving Your Goals with Lela Meinke
March 09, 2022

Financial planning is all about goal achievement. However, the ability to attain one’s desired goals can be limited by one’s mindset and habits.  In this episode, Esther Szabo is joined once more by L

86. Market Volatility In 2022 with Erik Schei, CPA
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 volatil

February 09, 2022


84. Looking Back To Move Forward with Erik Schei, CFA
February 09, 2022

Esther Szabo and Erik Schei look back at the questions clients wanted the answer to in 2021 and discuss financial planning trends moving into 2022 They discuss some of the themes they noticed and the

85. Articulate and Achieve Your Goals with Lela Meinke1
February 09, 2022

All financial plans are built around goals. Goals can be exciting, and they can be intimidating. It can actually be challenging to articulate what one really wants, and then commit to move forward, de

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 side

82. Making the Most of Employee Benefits with Erik Schei, CFA
December 01, 2021

Esther Szabo and her associate Erik Schei discuss personal insurance options provided by employers and private companies. They reveal the potential benefits and disadvantages of each and what you need

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 her exp

80. Protect Your Home and Assets with Derry Wisnom
November 05, 2021

Esther Szabo welcomes Derry Wisnom of Risk Strategy Company to discuss home protection through insurance broker and how you can customize your plan to fit your needs Derry reveals the importance of um

79. Navigating the Complexities of Divorce with Children With Paul Seabrook
October 20, 2021

Esther Szabo is joined by Paul Seabrook, founder and attorney at Seabrook Law Offices, to discuss the potential complexities of divorce on the parties involved and their children. Paul details how to