All posts by womenandwealth

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8/26/2020 – Episode 51- How COVID-19 is Impacting Retirement Plans — With Stephen Dobrow



  • Join Esther Szabo and Primark Benefits’ Stephen Dobrow, ERPA, APA, CPC to explore the Coronavirus’ impact on retirement plans 
  • Discover what relief options are available to help you navigate this time and what key considerations you should keep in mind around your retirement plans

Gates Pass Advisors | Primark Benefits


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8/7/2020 – Episode 50 — 5 Key Steps for Planning Your Retirement



  • Learn how you can better prepare for retirement with Esther Szabo’s five key retirement planning steps. 
  • Discover important planning areas that can often be overlooked — and how your advisor can help keep you on-track throughout the planning process.

Gates Pass Advisors | esther@gatespassadvisors.com


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7/22/2020 – Episode 49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs



  • Learn how effective Gates Pass Advisor’s holistic planning approach can be, and why it is needed now more than ever
  • Learn investment insight and the importance of personalized portfolio management when navigating COVID-19

 

Gates Pass Advisors | esther@gatespassadvisors.com


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7/8/2020 – Episode 48 – What Do We Do When We Don’t Know What To Do



  • Esther Szabo shares shares how she walked through an ‘off the charts’ uncontrollable experience and how she applies that knowledge to navigating today’s pandemic
  • Discover how markets have changed during this crisis and how it has impacted financial planning needs

Gates Pass Advisors | esther@gatespassadvisors.com


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6/24/2020 – Episode 47- Your 2020 Mid-Year Check-In



  • In this episode, join Esther Szabo to review the first half of 2020 and the overall impact of the COVID-19 crisis
  • Discover ways financial advisors are viewing the future — and the value and advice they are bringing to clients right now

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 42 -3 Tips For Navigating Challenging Times


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6/10/2020 – Episode 46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood



  • Join Esther Szabo and University Investments’ Greg Osgood to explore COVID-19’s impact on the mortgage industry
  • Discover tips for managing your mortgage during this time of uncertainty and ways you can stick to your plan

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Greg Osgood’s LinkedIn | University Investments


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5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations



  • Listen as Esther Szabo reveals three critical traits that will help you navigate times of stress and uncertainty
  • Discover the reality many are experiencing during this time of increased unemployment and market volatility— and how Esther is advising her clients through it

Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 41- Decision Making In Difficult Times | Episode 42– 3 Tips for Navigate Challenging Times  |  Episode 43- COVID-19 Investor Update: What Should you be Doing?


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5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis



  • Hear how planning ahead with long-term care insurance impacted Elena Smirnov-Otis’ experience with transition when her husband was suddenly diagnosed with an incurable chronic illness at age 60.
  • Learn Elena’s words of advice, tips, and tricks for those who may also be planning ahead with, or are currently navigating transition, with long-term care insurance 

Resources:  Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | elena@gaps-USA.com | Being Mortal — Atul Gawande


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05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing?



  • Discover the current state of the markets and its impact on society
  • Learn three tips for navigating these uncertain times so you can make solid, informed decisions

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 42 -3 Tips For Navigating Challenging Times


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04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times



  • Join Esther Szabo as she reveals three tips to help you navigate these uncertain times.
  • Discover a variety of supporting actions to incorporate into your daily life during self-isolation and how these actions allow you to be your best self in spite of difficulty.

Resources:  Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn