Monthly Archives: December 2020

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12/30/2020 – Episode 59: A Reflection on the 2020 Investing Landscape



  • Join Esther Szabo as she reflects on 2020 and some of the lessons it has taught us as investors
  • Reviews financial and investment complexities we’ve faced this year and looks at the factors that affect the first quarter and into the second quarter of 2021

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn


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12/18/2020 – Episode 58 – Planning With Persistence



  • Learn why, despite the many changes and disturbances happening around the world, it’s always best to plan around what is within your reach
  • Discover how a persistent and ongoing planning process can help you during times of uncertainty and transition

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn  


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12/02/2020 – Episode 57 – How to Create Your Complete Financial Picture in 2021



  • Learn how combining the technical and personal aspects of planning provides you a complete financial picture in 2021
  • Discover which areas of your finances to focus on to increase your financial confidence

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 53 – 5 Considerations for Your 2020 Year-End Planning