Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

18 — Technology is Great—How Effective is it for Personal Financial Planning? What I Discovered From Testing out Online Financial Planning Tools

Technology has seeped into almost every corner of our everyday lives, including our financial planning. Most of us feel a bit anxious if our cell phones and connections to time saving apps are too far out of reach.   But how effective is technology in the realm of personal finance? Do you get the same value…

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17 — What Investors Need to Know About Global Economic Conditions

Global economic conditions are weaker now compared to this time last year. As an investor, what does this mean for you?  Should you be making changes? Today, Esther Szabo is here to help you make sense of the current economic conditions and decide how to plan accordingly. The goal is to help you make sound…

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16 — Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil

At Gates Pass Advisors, Esther Szabo helps women in transition establish a firm financial footing so they can move forward with confidence and ease. But getting through a transition successful doesn’t just depend on the financial side — it’s a holistic process that involves several pieces, including nutrition. In part two of her mini-series on…

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15 — Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil

During big life transitions, life can be stressful. That’s why Esther Szabo is an advocate for surrounding yourself with a network of support to ease the burden of big life changes. Today, Esther enlists the help of Anasuya Basil, a nutrition consultant with certifications in Asian Bodywork Therapy (ABT) and Advanced CranioSacral Therapy, to explore…

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14 – Secrets & Strategies of Long-Term-Care Part 2: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®

Long-term-care plans are not one-size-fits-all. But with so much to consider when choosing a plan, how can you know which options are best suited for your needs? In part two of her life-care insurance mini-series, Esther Szabo is back with licensed life analyst, Chartered Life Underwriter®, and Chartered Financial Consultant® Kirk Dryden to dive into…

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13 – Secrets & Strategies of Long-Term-Care Part 1: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®

Understanding your long-term-care insurance can be confusing and hard to keep up with when you consider the industry’s ever-changing structure, bad reputation, and rising rates. Today, Esther Szabo joins licensed life analyst, Chartered Life Underwriter®, and Chartered Financial Consultant® Kirk Dryden to cover what you need to know about long-term-care insurance. In this episode, you’ll…

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12 – Five Ways to Navigate the Post-Divorce Transition

You’ve just reached a divorce settlement. Now what? In times like these, many people don’t consider reaching out to a financial advisor—but professionals like Esther Szabo can be of tremendous help to women who’ve experienced big life transitions, like divorce. Today, Esther outlines the top five ways she helps women navigate life after divorce according…

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11 – Life Changes Brought About by Transition

Susan Bradley, founder of the Sudden Money Institute says, “When life changes, money changes. And when money changes, life changes.” Having experienced significant life changes herself, Esther Szabo knows firsthand how life changes affect not only your everyday life, but also your finances. Today, Esther explores the link between life changes caused by transitions and…

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10 – So You Want to Be Self-Employed?

The idea of being self-employed can be tempting for many. Having flexibility and freedom while being your own boss—what could be better? But starting your own business isn’t always easy, and there is a lot you must consider. Having been self-employed for almost 20 years, Esther Szabo is here to share the valuable insights she’s…

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9 – A Six-Letter Dirty Word

The word “budget” may feel like a six-letter dirty word to many, but not to Esther Szabo. Today, Esther explores the benefits of a budget in today’s economy and how it can be beneficial to have one, even if someone else manages it for you. In this episode, you’ll learn: Why budgeting is a crucial…

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