Join Esther Szabo and Social Security expert Marica Mantell as they discuss important important considerations and highlight why proactive planning is important –especially for women Discover what women need to know when making Social Security decisions so they can can maximize their benefits Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn |…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
53. 5 Considerations for Your 2020 Year-End Planning
Prepare to to tackle your year-end planning tasks with Esther Szabo’s list of the 5 things you should think about as you plan for your transition into 2021 Discover the impact the election, COVID-19, and holiday season could bring to your financial plan — and how to plan accordingly Gates Pass Advisors: (650) 797-0280 |…
52. 5 Tips for Managing the Loss of a Loved One
Join Esther Szabo as she shares her first-hand experience with transition after the passing of her mother on August 30, 2020 Discover emotional and financial tips that everyone should know when managing the loss of a loved one Esther Szabo | Gates Pass Advisors
51. How COVID-19 is Impacting Retirement Plans — With Stephen Dobrow
Join Esther Szabo and Primark Benefits’ Stephen Dobrow, ERPA, APA, CPC to explore the Coronavirus’ impact on retirement plans Discover what relief options are available to help you navigate this time and what key considerations you should keep in mind around your retirement plans Gates Pass Advisors | Primark Benefits
50. 5 Key Steps for Planning Your Retirement
Learn how you can better prepare for retirement with Esther Szabo’s five key retirement planning steps. Discover important planning areas that can often be overlooked — and how your advisor can help keep you on-track throughout the planning process. Gates Pass Advisors | esther@gatespassadvisors.com
49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs
Learn how effective Gates Pass Advisor’s holistic planning approach can be, and why it is needed now more than ever Learn investment insight and the importance of personalized portfolio management when navigating COVID-19 Gates Pass Advisors | esther@gatespassadvisors.com
48 – What We Do When We Don’t Know What To Do
Esther Szabo shares how she walked through an ‘off the charts’ uncontrollable experience and how she applies that knowledge to navigating today’s pandemic. Discover how markets have changed during this crisis and how it has impacted financial planning needs Gates Pass Advisors | esther@gatespassadvisors.com
47 – Your 2020 Mid-Year Check-In
In this episode, join Esther Szabo to review the first half of 2020 and the overall impact of the COVID-19 crisis Discover ways financial advisors are viewing the future — and the value and advice they are bringing to clients right now Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 42 -3…
46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood
Join Esther Szabo and University Investments’ Greg Osgood to explore COVID-19’s impact on the mortgage industry Discover tips for managing your mortgage during this time of uncertainty and ways you can stick to your plan Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Greg Osgood’s LinkedIn | University Investments
45- Critical Skills Needed for Stressful Situations
Listen as Esther Szabo reveals three critical traits that will help you navigate times of stress and uncertainty Discover the reality many are experiencing during this time of increased unemployment and market volatility— and how Esther is advising her clients through it Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 41-…