Monthly Archives: May 2019

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05/29/19 Episode 19 – Finding Support in Realtors When Transitioning Homes

Finance, Investing, Uncategorized

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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 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
  • And more!

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!

Resources:  Gates Pass Advisors | Patrice Horvath: (650) 520-7675 | Patrice@PatriceHorvath.com

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05/15/19 Episode 18 — Technology is Great—How Effective is it for Personal Financial Planning? What I Discovered From Testing out Online Financial Planning Tools

Finance, Investing

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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
  • And more!

Tune in now for an under-the-hood look at online financial planning tools and find out what to consider when using them.

Resources:  Gates Pass Advisors | Episode 13: Secrets & Strategies of Long-Term-Care Part 1 | Episode 14: Secrets & Strategies of Long-Term-Care Part 2

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05/01/19 Episode 17 — What Investors Need to Know About Global Economic Conditions

Finance, Investing

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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
  • And more!

Join Esther now to discover what you need to know about the economy and your approach to investing!

Resources:  Gates Pass Advisors | FPA Planner Search