Monthly Archives: October 2020

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10/21/2020 – Episode 54 – Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell

  • Join Esther Szabo and Social Security expert Marica Mantell as they discuss important important considerations and highlight why proactive planning is important –especially for women
  • Discover what women need to know when making Social Security decisions so they can can maximize their benefits

Gates Pass Advisors: (650) 797-0280 | | Esther Szabo’s LinkedIn | Marcia Mantell LinkedIn | | What’s the Deal with Retirement Planning for Women? | What’s the Deal with Social Security for Women? | Social Security Website

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10/07/2020 – Episode 53 — 5 Considerations for Your 2020 Year-End Planning

  • Prepare to to tackle your year-end planning tasks with Esther Szabo’s list of the 5 things you should think about as you plan for your transition into 2021
  • Discover the impact the election, COVID-19, and holiday season could bring to your financial plan — and how to plan accordingly

Gates Pass Advisors: (650) 797-0280 | | Esther Szabo’s LinkedIn