Tag Archives: COVID-19

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

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

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

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

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  • 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

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  • 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

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  • 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

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

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  • 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

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  • 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 

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04/01/2020 – Episode 41- Decision Making In Difficult Times

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  • Hear Esther Szabo’s calming perspective on how COVID-19 is affecting the financial industry and individuals alike
  • Learn key ways Esther is advising clients during this time of transition to guide them both technically and personally. 

 

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 3 – Proper Prior Planning Prevents Poor Performance ❘ Episode 38 – Financial Planner Versus Wealth Manager: What’s the Difference?

 

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SPECIAL UPDATE: COVID-19

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In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty.

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources: Gates Pass Advisors