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 Lela Meinke, founder of Serenity Cards and Coaching. Lela reveals five common hurdles people face when planning and articulating goals and shares … Continue reading 87. 5 Obstacles That Could be Preventing You From Achieving Your Goals with Lela Meinke →

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 volatile. Their overview digs into the impact of the ongoing supply chain disruption on inflation, Federal Reserve strategy, what to expect in 2022, and how to maintain … Continue reading 86. Market Volatility In 2022 with Erik Schei, CFA →

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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, despite setbacks that may arise. In this episode, Esther Szabo is joined by Lela Meinke, founder of Serenity Cards & Coaching. Lela … Continue reading 85. Articulate and Achieve Your Goals with Lela Meinke →

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

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.

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 to consider when selecting the best options for yourself.

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 experience as an appraiser, how she determines the value of a piece and the role of authenticators within her work

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 umbrella insurance in the event of an accident or natural disaster

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 navigate a complex divorce, explaining why you should push for a settlement wherever possible, and avoid disparaging the other party to minimize damage … Continue reading 79. Navigating the Complexities of Divorce with Children With Paul Seabrook →