Monthly Archives: April 2021

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4/21/21 – Episode 67: Helping High Earners Effectively Strategize their Financial Futures – With Erik Schei, CFA



  • In this episode, learn about the HENRY (High Earners, Not Rich Yet) demographic and the financial considerations that come with it. 
  • Join Esther Szabo and Gates Pass Advisors’ Erik Schei as they break down the unique financial opportunities available to this demographic and the challenges they may face.

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Erik Schei’s Linkedin | erik@gatespassadvisors.com


4/7/21 – Episode 66: Solutions for Navigating the High Cost of College — With Nancy Paul



  • Discover ways you can secure your financial future while helping your kids fund their education in this episode with college planning expert Nancy Paul 
  • Nancy shares cost-saving strategies that will empower parents and students to gain confidence, increase their opportunities, and find greater financial freedom

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Pay Less for College Video Series | The College Treasure Chest