Monthly Archives: August 2019

08/21/19 Episode 25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know

  • Listen in to learn how fiduciaries like Esther Szabo handle requests for “quick fixes” from clients who don’t want to receive a full range of services
  • Discover what you need to know about effective personal financial planning whether you employ a portfolio manager or manage your financial future independently.  
  • Tips about mental blind spots, big-picture planning, and reaching your goals


Resources:  Gates Pass Advisors |

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08/07/19 Episode 24 —Contemplating Divorce? This is a must listen episode! — With Guest, Karen D. Sparks, CDFA™, J.D.

Learn how a Certified Divorce Financial Analyst works with you to:

  • Understand the financial impact and legal process of divorce before your move forward
  • Plan well for this challenging transition 
  • Focus and be supported throughout the many details of the process

Resources: Gates Pass Advisors | | Divorce Financial Strategists™: (650-201-6311) |