Category Archives: Uncategorized

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02/24/2021 – Episode 63: How to Gain Clarity Around Your Spending: Part 2 — With Alison Salisbury



  • To help you put together your 2021 budget, Fiscally Fit’s Alison Salisbury reveals effective ways you can create a budget that’s tailored to your needs, no matter how COVID-19 may have impacted your financial picture
  • Learn how you can protect yourself online and avoid online scammers and fraud 

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02/10/2021 – Episode 62: How to Gain Clarity Around Your Spending – With Alison Salisbury



  • In this episode, join Esther Szabo and Alison Salisbury, the owner and founder of Fiscally Fit, as they highlight ways you can get a handle on your spending 
  • They discuss tools to help you identify your spending habits and reveal how understanding your cash flow can help you feel in control of your finances

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Fiscally Fit: (650) 965-4090 


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01/27/21 – Episode 61: Strengthen Your Decision-Making With the Enneagram: Part 2 – With Matt Schlegel



  • Esther Szabo is back with Matt Schlegel from Schlegel Consulting to discuss how you can apply creativity to the Enneagram model to further expand your perspective when making personal and financial decisions.
  • Discover how to determine your Enneagram type, understand its underlying motivating force, and more!

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Connect with Esther Szabo on LinkedIn | Connect with Matt Schlegel on Linkedin | Schlegel Consulting | Matt’s Blog

 


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01/13/2021 – Episode 60: Strengthen Your Decision-Making With the Enneagram: Part 1 — With Matt Schlegel



  • Join Esther Szabo and Schlegel Consulting’s Matt Schlegel to explore how the Enneagram can be used as an effective tool for approaching money and financial decisions. 
  • Learn practical tips for ways you can start implementing this decision-making style today!

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Connect with Esther Szabo on LinkedIn | Connect with Matt Schlegel on Linkedin | Schlegel Consulting | Matt’s Blog


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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


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11/18/2020 – Episode 56 – Tips for Maintaining Your Physical Wellness During COVID-19 and Beyond – With Dr. Tim Haun



  • In this episode, Esther Szabo welcomes chiropractor and personal trainer, Dr. Tim Haun to help you navigate your physical wellness during times of transition and uncertainty. 
  • Dr. Haun shares actionable tips for maintaining your physical health during life’s ups and down — and while working from home.

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Dr. Tim Haun – Comprehensive Spine & Sports Center


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11/04/2020 – Episode‌ ‌55‌ ‌-‌ ‌How‌ ‌to‌ ‌Navigate‌ ‌the‌ ‌Medicare‌ ‌Maze‌ ‌—‌ ‌With‌ ‌Marcia‌ ‌Mantell‌ ‌



  • Join Esther Szabo and retirement expert Marcia Mantell to learn everything you need to know about navigating the Medicare maze
  • Learn the hidden nuances of when and how to use Medicare and useful resources for increasing your Medicare knowledge

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 54: Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell

Marcia Mantell LinkedIn | What’s the Deal with Retirement Planning for Women? | What’s the Deal with Social Security for Women? | Medicare Website | Medicare & You | SHIP | Medicare Plan Finder


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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@gatespassadvisors.com | Esther Szabo’s LinkedIn | Marcia Mantell LinkedIn | BoomerRetirementBriefs.com | What’s the Deal with Retirement Planning for Women? | What’s the Deal with Social Security for Women? | Social Security Website