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 with moving. Esther and Patrice discuss how realtors can make a big impact on the moving experience and why Patrice treats real estate as a relationship business where her clients are given the trust, integrity, and loyalty they deserve.
In this episode, you’ll learn:
Why it’s so important to interview realtors
How many realtors Patrice recommends interviewing before you make your decision
How Patrice helps clients navigate the emotional part of decision-making when moving
What Patrice does to help older adults and their children map out a moving plan
The importance of bringing a financial planner into the conversation
Listen now to learn about the life-changing transition of moving and how realtors like Patrice can help you navigate this time to find a new home that’s right for you!
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 that you would with a financial professional?
Esther Szabo tested online financial planning tools, including services that provide retirement planning and investment portfolios. Today, she’s reporting back on what she found.
In this episode, you’ll learn:
What financial planning and investment questions robo-tools asked
Which questions, surprisingly, were not asked
What information and solutions were provided
What Esther discovered when she looked a little more closely at portfolio allocation recommendations
What critical issues were left unaddressed
How financial professionals collaborate with clients where online tools don’t
The importance to personal success of treating each person uniquely
Tune in now for an under-the-hood look at online financial planning tools and find out what to consider when using them.
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 investment decisions, be deliberate with your financial planning, and sleep stress-free at night.
In today’s episode, you’ll learn:
Why it’s not a surprise that the global economy is slowing
What investors might anticipate for returns in 2019
The best perspective to maintain about one’s investment portfolio
Why the Federal Reserve is doing always makes news
Esther’s recommendation for emergency reserves
How to ease your investment concerns
Join Esther now to discover what you need to know about the economy and your approach to investing!