Getting There: The Financial Good Place Podcast

Getting There: The Financial Good Place Podcast


Latest Episodes

4/21/21 – Episode 67: Helping High Earners Effectively Strategize their Financial Futures – With Erik Schei, CFA
April 21, 2021

In this episode, learn about the HENRY (High Earners, Not Rich Yet) demographic and the financial considerations that come with it.  Join Esther Szabo and Gates Pass Advisors’ Erik Schei as they break down the unique financial opportunities available t...

4/7/21 – Episode 66: Solutions for Navigating the High Cost of College — With Nancy Paul
April 07, 2021

Discover ways you can secure your financial future while helping your kids fund their education in this episode with college planning expert Nancy Paul  Nancy shares cost-saving strategies that will empower parents and students to gain confidence,

3/24/2021 – Episode 65: How to Give a Killer Presentation — with Kristi Royse
March 24, 2021

In this episode, Esther Szabo talks with Kristi Royse, the founder and CEO of KLR Consulting to explore how you can make the most of your presentations and pitch moments Kristi reveals the expert insight she uses when coaching and supporting her client...

3/17/2021 – Episode 64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland
March 17, 2021

To help you better understand your investing behaviors, Jay Mooreland joins Esther Szabo to discuss ways he helps investors understand how biases influence their investment decisions.  Jay highlights ways you can tune-in to your behaviors and learn fro...

02/24/2021 – Episode 63: How to Gain Clarity Around Your Spending: Part 2 — With Alison Salisbury
February 24, 2021

To help you put together your 2021 budget, Fiscally Fit’s Alison Salisbury reveals effective ways you can create a budget that’s tailored to your needs, no matter how COVID-19 may have impacted your financial picture Learn how you can protect yourself ...

02/10/2021 – Episode 62: How to Gain Clarity Around Your Spending – With Alison Salisbury
February 10, 2021

In this episode, join Esther Szabo and Alison Salisbury, the owner and founder of Fiscally Fit, as they highlight ways you can get a handle on your spending  They discuss tools to help you identify your spending habits and reveal how understanding your...

01/27/21 – Episode 61: Strengthen Your Decision-Making With the Enneagram: Part 2 – With Matt Schlegel
January 27, 2021

Esther Szabo is back with Matt Schlegel from Schlegel Consulting to discuss how you can apply creativity to the Enneagram model to further expand your perspective when making personal and financial decisions.

01/13/2021 – Episode 60: Strengthen Your Decision-Making With the Enneagram: Part 1 — With Matt Schlegel
January 13, 2021

Join Esther Szabo and Schlegel Consulting’s Matt Schlegel to explore how the Enneagram can be used as an effective tool for approaching money and financial decisions.  Learn practical tips for ways you can start implementing this decision-making style ...

12/30/2020 – Episode 59: A Reflection on the 2020 Investing Landscape
December 30, 2020

Join Esther Szabo as she reflects on 2020 and some of the lessons it has taught us as investors Reviews financial and investment complexities we’ve faced this year and looks at the factors that affect the first quarter and into the second quarter of 20...

12/18/2020 – Episode 58 – Planning With Persistence
December 18, 2020

Learn why, despite the many changes and disturbances happening around the world, it’s always best to plan around what is within your reach Discover how a persistent and ongoing planning process can help you during times of uncertainty and transition Ga...