Tag Archives: Finance

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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