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
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
56. Tips for Maintaining Your Physical Wellness During COVID-19 and Beyond – With Dr. Tim Haun
In this episode, Esther Szabo welcomes chiropractor and personal trainer, Dr. Tim Haun to help you navigate your physical wellness during times of transition and uncertainty. Dr. Haun shares actionable tips for maintaining your physical health during life’s ups and down — and while working from home. Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com |…
55. How to Navigate the Medicare Maze — With Marcia Mantell
Join Esther Szabo and retirement expert Marcia Mantell to learn everything you need to know about navigating the Medicare maze Learn the hidden nuances of when and how to use Medicare and useful resources for increasing your Medicare knowledge Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 54: Do’s and…
54 – Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell
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 |…
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