Getting There: The Financial Good Place Podcast

Getting There: The Financial Good Place Podcast


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 pandemic’s impact on political, investment, and societal events