Get this podcast on your phone!

Episode 20 — Esther’s in Transition – she’s getting married!

A Certified Financial Transitionist also goes through transitions!   Esther experienced a very deep loss when she became a widow in 2014. Now she looks forward to remarrying later in 2019.   She uses her own experience to describe which of the four stages of transition she is currently in, and illustrates signs of flow or … Continue reading Episode 20 — Esther’s in Transition – she’s getting married!

Episode 19 – Finding Support in Realtors When Transitioning Homes

Episode 19  With Guest Patrice Horvath For many people, moving houses is a big transition and can be an overwhelming experience. That’s why it’s important to consider who you will team up with to help you navigate this transition. Today, Esther Szabo is joined by realtor Patrice Horvath to explore the decision-making process that comes … Continue reading Episode 19 – Finding Support in Realtors When Transitioning Homes

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

Episode 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 … Continue reading Episode 17 — What Investors Need to Know About Global Economic Conditions

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  

 

Schedule a Complimentary Consultation

Click the button below to schedule a complimentary consultation with Gates Pass.

 

Follow us on social media and listen to our podcast!

280 2nd Street
Suite 280
Los Altos, CA 94022

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