Esther Szabo addresses successfully navigating grief during the holidays. Esther shares her and her clients’ tips and experiences of getting through this challenging time of year and to the other side.

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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.

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Esther Szabo is joined by Andrea Roth, an independent art appraiser accredited by the American Society of Appraisers, to discuss the role of art appraisal within estate planning. Andrea shares her experience as an appraiser, how she determines the value of a piece and the role of authenticators within her work

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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

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Esther Szabo is joined by Paul Seabrook, founder and attorney at Seabrook Law Offices, to discuss the potential complexities of divorce on the parties involved and their children. Paul details how to navigate a complex divorce, explaining why you should push for a settlement wherever possible, and avoid disparaging the other party to minimize damage [...]

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In this episode, Robert Meckstroth discusses how he helps advisors focus on clients while his company focuses solely on investment strategies and portfolio planning. Learn about different types of investors and the importance of tailoring a client’s portfolio to their risk level and what stage of life they’re in.

The post 78. 3rd Quarter Economic & Market Review With Robert Meckstroth appeared first on Gates Pass Advisors.

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 [...]

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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 [...]

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