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

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

It’s time to take your relationship with money past the place of uncertainty and complexity, through the challenging transitions, to that good place where your money is doing exactly what you want for your life. This is Getting There: The Financial Good Place Podcast with Esther Szabo, CFP® and Erik Schei, CFA from Gates Pass Advisors. Esther and Erik guide you from a place of fear and apprehension about your money to the good place of financial fulfillment and security. Are you ready to get there?

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

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