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@ga...

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 ...

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 Pa...

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 decision...

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 pla...

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...

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...

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.

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...

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 pla...