Monthly Archives: November 2018

11/21/18 Episode 5 – Don’t Let These Financial Termites Near Your Portfolio: Part 2



In part two of her mini-series on financial termites, Esther Szabo explores a specific area that financial termites could damage—your investment experience. While no one can control the stock market, Esther believes you can control your choices and make moves to eliminate the termites that could be threatening your investments.

In this episode, you’ll learn:

  • How Esther and her team determine a client’s level of risk tolerance
  • How investors can break out of a cycle of relying on past experiences and advice from friends and family
  • Why fear is a go-to emotional state for investors
  • The most common phrase that Esther hears from clients
  • And more!

Tune in now and learn how to kick financial termites to the curb and improve your investment experience!

Resources: Gates Pass Advisors | 650-797-0280 | Episode 4 – Don’t Let These Financial Termites Near Your Portfolio: Part 1 

 


11/07/18 Episode 4 – Are You Overlooking These Financial Termites? Part 1



What are financial termites?

Like their namesake, financial termites are easy to miss and are issues that chew away at your financial foundation. These termites chew little by little, until the day their destruction becomes obvious.

Today, Esther Szabo explains how you can stop these financial termites in their tracks.

In this episode, you’ll learn:

  • Four commonly overlooked financial issues
  • How to have a kind, straightforward conversation about money-gifts with your adult children
  • Reasons why people avoid talking about money with family
  • Why the conventional wisdom that during retirement you’ll spend 70% of what you spent while working is wrong
  • And more!

Tune in now to learn how you can maintain a strong financial foundation and protect yourself from financial termites!

Resources: Gates Pass Advisors | How Much Money Will You Really Spend in Retirement? Probably a Lot More Than You Think