Monthly Archives: December 2018

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12/19/18 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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12/12/18 Episode 6 – Top Five Year-End Planning Considerations



As we approach the end of 2018, now is the perfect time to start thinking about some important year-end financial planning decisions and to begin looking ahead at what’s to come in 2019.

In today’s episode, Esther Szabo shares her top 5 things you should consider before the end of the year to keep your finances on track.

In this episode, you’ll learn:

  • How the new tax laws may significantly affect your 2018 deductions
  • The benefits of using a donor-advised fund and how to set one up
  • Why it’s essential to check how much capital gains income your mutual funds are estimated to distribute in your taxable portfolio
  • What to consider when looking ahead to 2019
  • How Esther honored her need to be alone and grieve without becoming isolated
  • And more!

Tune in now to learn about Esther’s five year-end planning tips so you can head into 2019 with confidence!

Resources: Gates Pass Advisors | 650-797-0280