Join Esther Szabo and Schlegel Consulting’s Matt Schlegel to explore how the Enneagram can be used as an effective tool for approaching money and financial decisions.  Learn practical tips for ways you can start implementing this decision-making style today! Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Connect with Esther Szabo on LinkedIn | Connect…

Join Esther Szabo as she reflects on 2020 and some of the lessons it has taught us as investors Reviews financial and investment complexities we’ve faced this year and looks at the factors that affect the first quarter and into the second quarter of 2021 Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s…

Learn why, despite the many changes and disturbances happening around the world, it’s always best to plan around what is within your reach Discover how a persistent and ongoing planning process can help you during times of uncertainty and transition Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn

Learn how combining the technical and personal aspects of planning provides you a complete financial picture in 2021 Discover which areas of your finances to focus on to increase your financial confidence Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 53 – 5 Considerations for Your 2020 Year-End Planning