Monthly Archives: January 2020

01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present



  • Esther Szabo encourages you to consider which aspects of your financial life were out of your control last year  – and decade – which aspect you could, and what actions to take moving forward
  • You will also learn about tools to help you prioritize what’s important during a transition

Resources:

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo LinkedIn

 


01/08/20 – Episode 35 — A New Decade of Planning: How to Plan for your 2020 Vision



  • Make financial decisions with confidence even if beginning a new phase
  • Tactical changes to portfolios Gates Pass Advisors is making 
  • Discover the importance of incorporating your personal touchstone into your financial plan

Resources:

Gates Pass Advisors | esther@gatespassadvisors.com