In this episode, Robert Meckstroth discusses how he helps advisors focus on clients while his company focuses solely on investment strategies and portfolio planning. Learn about different types of investors and the importance of tailoring a client’s portfolio to their risk level and what stage of life they’re in.
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
77. Taking Care Of Medicare With Susan Lucas
Everyone knows age 65 = Medicare. But the many decisions to make about coverage and plans often catches people by surprise. In this episode, Esther Szabo is joined by Susan Lucas, a licensed insurance agent specializing in Medicare education and benefits with My Insurance Solutions Inc. Susan discusses when to start planning for coverage, the…
76. How Professional Organizers Help Couples Navigate Through Divorce With Joan McCreary
In this episode, Esther Szabo welcomes back Joan McCreary, Certified Professional Organizer® and hoarding specialist at JMPO Estate and Home Organizing, to discuss Joan’s experience helping couples and individuals navigating property division through divorce. Joan shares her expertise, and details how organizers can help clients navigate the emotional experience of dividing their belongings and separating…
75. Professional Organizers For People & Estates With Joan McCreary
In this episode, Esther Szabo is joined by Certified Professional Organizer® Joan McCreary, to discuss how professional organizers get to know their clients’ habits, goals and life transitions to sort through the clutter. Joan details how she navigates the organization process through a variety of scenarios, including estate closings and general organization needs.
74. Be Financially Fearless With Dr. Barbara Provost
In this episode, Esther Szabo speaks with Dr. Barbara Provost, founder of Purse Strings, to discuss ways women can become financially fearless. Barbara shares her insight about why women have historically been underrepresented in the financial world, and steps they can take to gain control over their financial future.
73. The Future of Cryptocurrency With David Makman
In this episode, Esther Szabo explores the foundations of cryptocurrencies with IP and Technology attorney David Makman. Esther and David discuss the potential implications of cryptocurrencies, including how they are challenging the value and definition of the dollar, and impact for investors Connect With David Makman: david@makmanlaw.com (650) 242-1560 Makman Law David Makman’s Linkedin Connect…
72. How Will the Biden Tax Proposals Affect Your Personal Finances? With Michael Fujii
Learn the importance of preparing for the proposed tax changes under the Biden Administration in this episode with Michael Fujii, partner at Johanson & Yau Accountancy Corporation. Hear how to efficiently plan for these changes, including changes to income tax brackets, capital gains taxes and the removal of the step up in basis. Connect With…
71. Estate Planning for Children With Special Needs With Ellen Cookman
Discover how to develop and implement a special needs trust with guest Ellen Cookman, JD, LLM, certified specialist in estate planning, trust and probate law at Cookman Law, PC. Ellen explains the importance of flexibility for those who implement a special needs trust within their overall plan, as well as details the tax exemption available…
70. Answering Your Questions About the Economy and Market in 2021
Learn whether the markets have fully recovered from the dip they took through 2020 as Esther Szabo describes the current markets compared to last year. Discover what has changed and what you can expect from the market as normalcy continues to return after the COVID-19 pandemic. Resources: Current Market News Webinar Registration: Gates Pass Advisors…
69. Making the Right Retirement Home Decision — With Dr. Jim McCabe
Learn the various retirement living options available to you with Dr. Jim McCabe, president of ElderCare Resources. Jim shares his insight about retirement living options, including why it’s so important for retirees to consider social interactions and relationships. Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Dr. Jim McCabe’s LinkedIn |…