Tag Archives: Esther Szabo

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77. Taking Care Of Medicare With Susan Lucas



Everyone knows age 65 = Medicare. But the many decisions to make about coverage and plans often catches people by surprise.

In this episode, Esther Szabo is joined by Susan Lucas, a licensed insurance agent specializing in Medicare education and benefits with My Insurance Solutions Inc. Susan discusses when to start planning for coverage, the respective costs for coverage, and how to determine an appropriate plan for one’s needs.

Susan discusses: 

  • What to consider when enrolling in Medicare coverage
  • The purpose of Plans A, B, and D
  • The various applications and considerations of Medicare
  • How your taxable income affects your premiums
  • How to fill the gaps in Medicare with supplemental coverage options
  • And more

Connect With Susan Lucas:

Connect With Esther Szabo: 

About Our Guest: Susan Lucas is a Licensed Insurance Agent, with My Insurance Solutions, specializing in Medicare education and benefits.  Susan’s focus is helping Medicare beneficiaries and people who are turning 65 find the right benefits for their health needs and budget, with licenses in CA, NV, FL and ME.”


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8/25/2021 -76. How Professional Organizers Help Couples Navigate Through Divorce With Joan McCreary



  • In this episode, Esther Szabo welcomes back Joan McCreary, Certified Professional Organizer® and hoarding specialist at JMPO Estate and Home Organizing, to discuss Joan’s experience helping couples and individuals navigating property division through divorce.
  • Joan shares her expertise, and details how organizers can help clients navigate the emotional experience of dividing their belongings and separating their physical lives.

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8/11/2021 – 75. Professional Organizers For People & Estates With Joan McCreary



  • In this episode, Esther Szabo is joined by Certified Professional Organizer® Joan McCreary, to discuss how professional organizers get to know their clients’ habits, goals and life transitions to sort through the clutter. 
  • Joan details how she navigates the organization process through a variety of scenarios, including estate closings and general organization needs.

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7/28/2021 – 74. Be Financially Fearless With Dr. Barbara Provost



  • In this episode, Esther Szabo speaks with Dr. Barbara Provost, founder of Purse Strings, to discuss ways women can become financially fearless.
  • Barbara shares her insight about why women have historically been underrepresented in the financial world, and steps they can take to gain control over their financial future.

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7/14/2021 – 73. The Future of Cryptocurrency With David Makman



  • In this episode, Esther Szabo explores the foundations of cryptocurrencies with IP and Technology attorney David Makman.
  • Esther and David discuss the potential implications of cryptocurrencies, including how they are challenging the value and definition of the dollar, and impact for investors

Connect With David Makman:

Connect With Esther Szabo: 


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6/30/2021 – 72. How Will the Biden Tax Proposals Affect Your Personal Finances? With Michael Fujii



  • Learn the importance of preparing for the proposed tax changes under the Biden Administration in this episode with Michael Fujii, partner at Johanson & Yau Accountancy Corporation.
  • Hear how to efficiently plan for these changes, including changes to income tax brackets, capital gains taxes and the removal of the step up in basis. 

Connect With Michael Fujiii: 

Connect With Esther Szabo: 


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6/16/2021 – 71. Estate Planning for Children With Special Needs With Ellen Cookman



  • Discover how to develop and implement a special needs trust with guest Ellen Cookman, JD, LLM, certified specialist in estate planning, trust and probate law at Cookman Law, PC.
  • Ellen explains the importance of flexibility for those who implement a special needs trust within their overall plan, as well as details the tax exemption available in 2021.

Connect With Ellen Cookman:

Connect With Esther Szabo: 


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6/02/2021 – 70. Answering Your Questions About the Economy and Market in 2021



  • Learn whether the markets have fully recovered from the dip they took through 2020 as Esther Szabo describes the current markets compared to last year.
  • Discover what has changed and what you can expect from the market as normalcy continues to return after the COVID-19 pandemic.

Resources: 

Connect With Esther Szabo: 


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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


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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@gatespassadvisors.com | Esther Szabo’s LinkedIn


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9/24/2020 – Episode 52 – 5 Tips for Managing the Loss of a Loved One



  • Join Esther Szabo as she shares her first-hand experience with transition after the passing of her mother on August 30, 2020
  • Discover emotional and financial tips that everyone should know when managing the loss of a loved one

Esther Szabo | Gates Pass Advisors 


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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 


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



  • 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 PerformanceEpisode 38 – Financial Planner Versus Wealth Manager: What’s the Difference?

 


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SPECIAL UPDATE: COVID-19



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