Category Archives: Finance

04/01/2020 – Episode 41- Decision Making In Difficult Times



  • Hear Esther Szabo’s calming perspective on how COVID-19 is affecting the financial industry and individuals alike
  • Learn key ways Esther is advising clients during this time of transition to guide them both technically and personally. 

 

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 3 – Proper Prior Planning Prevents Poor PerformanceEpisode 38 – Financial Planner Versus Wealth Manager: What’s the Difference?

 


SPECIAL UPDATE: COVID-19



In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty.

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources: Gates Pass Advisors


03/18/20 – Episode 40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein



  • Discover what benefits a private fiduciary can bring to you during times of transition 
  • Hear real-life stories from private fiduciary and estate planning lawyer Barry W. Finkelstein on how he guides families through the protection and transfer of their assets — and how he prioritizes keeping families together throughout this challenging process

 

Resources:  Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Law Office of Barry W. Finkelstein


03/04/20 – Episode 39 — What to Keep in Mind This Tax Season



  • Navigate this tax season with Esther’s guide on what to keep in mind this year — especially for people in transition
  • Discover how last year’s market returns might impact your planning and what to consider when reviewing your investments

Resources:

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn

 


02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference?



  • Join Esther Szabo and Erik Schei as they share their experience in the financial services industry and the challenge to consumers as they look to select an advisor
  • Discover what to consider when interviewing advisors — and how Gates Pass Advisors sets themselves apart with their planning approach.

 

Resources:

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn

 


02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020



  • Gain clarity about the year ahead with Esther Szabo’s forecast for 2020
  • Discover how sticking to your plan can help you navigate your finances in a more positive, enjoyable way this year.

Resources:  Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn


01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present



  • Esther Szabo encourages you to consider which aspects of your financial life were out of your control last year  – and decade – which aspect you could, and what actions to take moving forward
  • You will also learn about tools to help you prioritize what’s important during a transition

Resources:

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo LinkedIn

 


01/08/20 – Episode 35 — A New Decade of Planning: How to Plan for your 2020 Vision



  • Make financial decisions with confidence even if beginning a new phase
  • Tactical changes to portfolios Gates Pass Advisors is making 
  • Discover the importance of incorporating your personal touchstone into your financial plan

Resources:

Gates Pass Advisors | esther@gatespassadvisors.com 


12/23/19 – Episode 34 — Life Transitions and the Holidays — Help is here!



  • Learn helpful tips for navigating the stresses of the holiday season, especially during times of transition.
  • Discover how a Certified Financial Transitionist®, like Esther Szabo,  supports making the best decisions for you 

 

Resources: Gates Pass Advisors | esther@gatespassadvisors.com 


12/13/19 – Episode 33 — Care for Your Finances (And You!) This Holiday Season



  • Learn year end financial opportunities you may not want to miss to confidently enter the New Year.
  • Hear practical suggestions for self-care during transition and the holidays

 Resources:

Gates Pass Advisors | esther@gatespassadvisors.com | Episode 15: Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil | Episode 16: Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil | My Body Wisdom