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Episode 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 … Continue reading Episode 16 — Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil

Episode 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 … Continue reading Episode 15 — Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil

Episode 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 what long-term-care insurance looks like today, how you can put together a plan, and what you should consider when doing so.

In this episode, you’ll learn:

  • What parts of a policy to consider
  • Which policy elements you should weigh carefully before incorporating into your strategy
  • How the industry has addressed and rectified its problems
  • About the two main types of policies being sold today: the standalone traditional long-term-care product and the hybrid product
  • And more!

Tune in now to learn more about preparing your own protective long-term-care plan and strategy!

Resources:   Gates Pass Advisors | KDryden@JohnsonDugan.com | Johnson & Dugan | (650)-238-3214 |

 

Episode 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 learn:

  • How long-term insurance has evolved over the years
  • Where the long-term-care industry has missed the mark
  • What happens to your policy when a long-term-care company goes out of business
  • Why it’s important to periodically check on your policy
  • And more!

Join Esther and Kirk now as they explore the history and genesis of long-term-care insurance and its bad reputation.

Resources:  Gates Pass Advisors | KDryden@JohnsonDugan.com | Johnson & Dugan | (650)-238-3214 |

Episode 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 to their unique needs and circumstances.

In this episode, you’ll learn:

  • Why Esther recommends working with a Certified Divorce Financial Analyst
  • Why divorce is such a significant life transition
  • About the importance of having a team of support, personally and financially
  • What typically needs to be addressed “in the now” versus later
  • Why Esther believes it’s not actually urgent for women to invest settlement money
  • And more!

Join Esther today and learn five keys to transitioning after a divorce!

Resources:  Gates Pass Advisors | 650-797-0280 | The Institute for Divorce Financial Analysts

 

Episode 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 finances, and how emotions can affect our decisions.

In this episode, you’ll learn:

  • How money is linked to your emotions
  • How Esther serves as a support network for her clients—and why she has her own support network as well
  • How being a Certified Financial Transitionist® sets Esther apart from traditional financial advisors
  • Why clients’ abilities to define and navigate what is most important to them is pivotal to the planning process
  • And more!

Tune in now to learn how emotions can affect our financial decisions, and how we can better navigate these decisions during times of transition.

Resources: Gates Pass Advisors | 650-797-0280  

 

Episode 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 learned, from both a business and financial perspective, when it comes to being your own boss.

In this episode, you’ll learn:

  • The importance of creating a business plan
  • Why you should always have insurance—even if you don’t want the extra expense
  • The professionals you should hire to help guide and protect you, including attorneys and tax professionals
  • Why you should start looking for staff sooner rather than later
  • And more!

Join Esther now as she guides you through which considerations to make on your journey to becoming self-employed!

Resources:  Gates Pass Advisors | 650-797-0280  

Episode 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 part of maintaining your finances
  • How budgeting can help you stay focused during periods of uncertainty
  • The different types of budgeting tools and resources available
  • The challenges you may face when budgeting and tracking expenses individually
  • And more!

Tune in now to learn how you can take control of your money through budgeting!

Resources: Gates Pass Advisors | 650-797-0280
Daily Money Manager | NAPO | Quicken | Microsoft Excel | Pear Budget | Mint

Episode 8 – How to Navigate Uncertainty: Part 2

Recent market volatility has been a source of concern for many. Today, Esther Szabo continues to explore these feelings of concern in part 2 of her mini-series on navigating uncertainty.

In this episode, Esther sheds a light on the factors creating feelings of uncertainty, along with:

  • The effects the 2008 recession continues to have on people today
  • Factors currently influencing market volatility
  • Actions both advisors and clients should take during financially uncertain times
  • What individuals without advisors can do when feeling uncertain about their finances
  • And more!

Tune in now to learn more about what you can do to break through your financial uncertainty!

Resources: Gates Pass Advisors | 650-797-0280 | How to Navigate Uncertainty: Part 1

Episode 7 – How to Navigate Uncertainty: Part 1

Since 2009, we’ve had a good run with the stock market. But chances are, this strong streak won’t last much longer.

Women who are experiencing financial transitions in addition to a precarious stock market often endure feelings of uncertainty. Today, Esther Szabo shares how she helps clients cope with these challenging feelings.

In this episode, you’ll learn:

  • Why rumination is a common response to anxiety—and why that can be a problem
  • How financial planning helps women respond to feelings of uncertainty
  • Examples of how Esther has walked clients through the decision-making process
  • How to determine if a financial advisor will be objective
  • And more!

Tune in now to learn about Esther’s approach to helping women navigate their feelings of uncertainty!

Resources: Gates Pass Advisors | 650-797-0280

 

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280 2nd Street
Suite 280
Los Altos, CA 94022

Phone: 650-797-0280
Fax: 650-209-4696
General Email: info@gatespassadvisors.com