Gates Pass Advisors

@gates_pass

Dedicated to helping families and women in transition address their financial needs so they can face the future with confidence | Led by Esther Szabo

Vrijeme pridruživanja: ožujak 2017.

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  1. Just like your transition timeline is unique, your definition of the long-term is also unique. Hear some of the ways I help clients find what’s right for them during their transition by joining me in this episode:

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  2. 2. velj

    We’ve entered a new decade and chances are, when this decade comes to an end, our lives will be different than they are now. Learn how you can manage your life transitions, no matter what they may be in this episode:

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  3. 31. sij

    When setting your financial goals for the year, did you take time to look back at 2019? If you need help reflecting on the past year, click play on the clip below for considerations to give some thought to:

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  4. 30. sij

    Personal finance is not all or nothing. You’re not either a mess or completely organized. Most people are seeking clarification and confirmation. That’s why I’m not all about outperforming benchmarks. Discover my focus:

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  5. 29. sij

    As we make our way through the first month of 2020, now is a great time to look back on 2019 and to reflect on our intentions for the coming year. Join me as I share things to consider as we head further into the year:

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  6. 28. sij

    As a Certified Financial Transitionist®, I don’t force clients to accept their new normal. Click play on the clip below to hear why:

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  7. 27. sij

    Change can happen overnight, but transitions don’t usually resolve as quickly. It’s important to not rush yourself through the process and instead prioritize what’s important. Learn how I help clients do this:

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  8. 26. sij

    If you’re worried about the future of the economy, don’t forget about the power of the consumer! Click play on the clip below to hear how consumers might be spending their dollars this year:

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  9. 25. sij

    When focusing on the new aspects of your life, ask yourself: “What can I do now to either have more of this experience or to sustain it the way it is?” Learn how this can help you during your transition by listening:

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  10. 24. sij

    Talking about new beginnings might not seem like it relates to financial planning and sticking to your plan — but it does. Click here to learn why:

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  11. 23. sij

    Finding your new normal after a transition can take some time. Listen to this clip to hear about my own experience with needing time and support in order to feel comfortable exploring again:

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  12. 22. sij

    In our society, we are barraged by enticing ads all the time. But having a touchstone can help us to stay conscious of what we truly desire. Discover how by joining me in this episode of Women & Wealth:

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  13. 21. sij

    Are the non-financial aspects of your life, including your touchstones, built into your financial plan? Listen to the clip below for an example of how the non-financial and financial sides of your life can meet through planning:

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  14. 20. sij

    Keeping Martin Luther King Jr.’s wise words in mind today to kick off the week!

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  15. 19. sij

    Are you wondering what to expect from our economy and markets this year? In this episode of Women & Wealth, I assess where we’re at with our economy, where we might be heading this year, and what to keep in mind as an investor. Tune in:

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  16. 16. sij

    Do you know what your personal touchstone is? Having a touchstone can be incredibly useful during times of transition. Learn why by listening to this episode of Women & Wealth now:

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  17. 15. sij

    We’re now in 2020, the start of a whole new decade! For my first podcast episode of the year, I show you how to approach your planning when you’re in the midst of a new beginning. Join me now:

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  18. 14. sij

    At the beginning of the year, everyone talks about their resolutions. In the newest episode of Women & Wealth, I take things in a new direction and talk about how we can envision and create a new normal. Get a preview: #2020

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  19. 13. sij

    As you consider where the economy might go this year, it’s important to moderate your expectations. Your financial strategy and goal setting should not be dictated by who’s in the white house or what’s going on in the economy. Learn why: LINK

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  20. 11. sij

    Everybody handles stress differently. Some people benefit from having lots of activities, while others should be mindful of when they’re starting to overdo it. Learn about ways to handle stress during difficult times:

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