Monthly Archives: January 2019

01/30/19 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  


01/16/19 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

 

 

 


01/02/19 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