Join Esther Szabo as she reveals three tips to help you navigate these uncertain times. Discover a variety of supporting actions to incorporate into your daily life during self-isolation and how these actions allow you to be your best self in spite of difficulty. Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
41- Decision Making In Difficult Times
Hear Esther Szabo’s calming perspective on how COVID-19 is affecting the financial industry and individuals alike Learn key ways Esther is advising clients during this time of transition to guide them both technically and personally. Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 3 – Proper Prior Planning Prevents Poor Performance…
SPECIAL UPDATE: COVID-19
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous…
40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein
Discover what benefits a private fiduciary can bring to you during times of transition Hear real-life stories from private fiduciary and estate planning lawyer Barry W. Finkelstein on how he guides families through the protection and transfer of their assets — and how he prioritizes keeping families together throughout this challenging process Resources: Gates Pass…
39 — What to Keep in Mind This Tax Season
Navigate this tax season with Esther’s guide on what to keep in mind this year — especially for people in transition Discover how last year’s market returns might impact your planning and what to consider when reviewing your investments Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn
38 — Financial Planner Versus Wealth Manager: What’s the Difference?
Join Esther Szabo and Erik Schei as they share their experience in the financial services industry and the challenge to consumers as they look to select an advisor Discover what to consider when interviewing advisors — and how Gates Pass Advisors sets themselves apart with their planning approach. Resources: Gates Pass Advisors | esther@gatespassadvisors.com…
37 – Looking Ahead With Clarity: 5 Predictions for 2020
Gain clarity about the year ahead with Esther Szabo’s forecast for 2020 Discover how sticking to your plan can help you navigate your finances in a more positive, enjoyable way this year. Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn
36 — Lessons for 2020: Reflecting on the Past to Inform the Present
Esther Szabo encourages you to consider which aspects of your financial life were out of your control last year – and decade – which aspect you could, and what actions to take moving forward You will also learn about tools to help you prioritize what’s important during a transition Resources: Gates Pass Advisors | esther@gatespassadvisors.com…
35 — A New Decade of Planning: How to Plan for your 2020 Vision
Make financial decisions with confidence even if beginning a new phase Tactical changes to portfolios Gates Pass Advisors is making Discover the importance of incorporating your personal touchstone into your financial plan Resources: Gates Pass Advisors | esther@gatespassadvisors.com
34 — Life Transitions and the Holidays — Help is here!
Learn helpful tips for navigating the stresses of the holiday season, especially during times of transition. Discover how a Certified Financial Transitionist®, like Esther Szabo, supports making the best decisions for you Resources: Gates Pass Advisors | esther@gatespassadvisors.com