Tag Archives: Insurance

82. Making the Most of Employee Benefits with Erik Schei, CFA

December 1, 2021Finance, InvestingBenefits, Coverage, Disability, Esther Szabo, Insurance, Personal Protection, Women And Wealthwomenandwealth

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Esther Szabo and her associate Erik Schei discuss personal insurance options provided by employers and private companies.
They reveal the potential benefits and disadvantages of each and what you need to consider when selecting the best options for yourself.

80. Protect Your Home and Assets with Derry Wisnom

November 5, 2021Finance, Investing, UncategorizedCoverage, Damage, Derry Wisnom, Esther Szabo, Home Insurance, Insurance, Natural Disaster, Umbrella Policy, Vehicle Insurance, Women And Wealthwomenandwealth

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Esther Szabo welcomes Derry Wisnom of Risk Strategy Company to discuss home protection through insurance broker and how you can customize your plan to fit your needs
Derry reveals the importance of umbrella insurance in the event of an accident or natural disaster

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

February 24, 2021Finance, Investing, Uncategorized#Budgeting, #PersonalFinance, #Podcast, #Spending, #WomenandWealth, 2021, Clarity, COVID-19, Cybersecurity, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investments, Online Fraud, Personal Finance, Scammers, Women And Wealthwomenandwealth

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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

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

February 10, 2021Finance, Investing, Uncategorized#Budgeting, #PersonalFinance, #Podcast, #Spending, #WomenandWealth, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

January 27, 2021Finance, Investing, Uncategorized#WomenAndWealth #Podcast #Creativity #FinancialPlanning #Enneagram, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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!

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

January 13, 2021Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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!

12/30/2020 – Episode 59: A Reflection on the 2020 Investing Landscape

December 30, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

12/18/2020 – Episode 58 – Planning With Persistence

December 18, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

12/02/2020 – Episode 57 – How to Create Your Complete Financial Picture in 2021

December 2, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

November 18, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

November 5, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investments, Long-Term Carewomenandwealth

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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

10/21/2020 – Episode 54 – Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell

October 21, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

10/07/2020 – Episode 53 — 5 Considerations for Your 2020 Year-End Planning

October 7, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

September 24, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

May 13, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Gates Pass Advisors, Insurance, Investing, Investments, Long-Term Carewomenandwealth

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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

Getting There

The Financial Good Place Podcast

Tag Archives: Insurance

82. Making the Most of Employee Benefits with Erik Schei, CFA

80. Protect Your Home and Assets with Derry Wisnom

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

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

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

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

12/30/2020 – Episode 59: A Reflection on the 2020 Investing Landscape

12/18/2020 – Episode 58 – Planning With Persistence

12/02/2020 – Episode 57 – How to Create Your Complete Financial Picture in 2021

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

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

10/21/2020 – Episode 54 – Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell

10/07/2020 – Episode 53 — 5 Considerations for Your 2020 Year-End Planning

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

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