Category Archives: Finance

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7/8/2020 – Episode 48 – What Do We Do When We Don’t Know What To Do



  • Esther Szabo shares shares how she walked through an ‘off the charts’ uncontrollable experience and how she applies that knowledge to navigating today’s pandemic
  • Discover how markets have changed during this crisis and how it has impacted financial planning needs

Gates Pass Advisors | esther@gatespassadvisors.com


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6/24/2020 – Episode 47- Your 2020 Mid-Year Check-In



  • In this episode, join Esther Szabo to review the first half of 2020 and the overall impact of the COVID-19 crisis
  • Discover ways financial advisors are viewing the future — and the value and advice they are bringing to clients right now

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 42 -3 Tips For Navigating Challenging Times


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6/10/2020 – Episode 46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood



  • Join Esther Szabo and University Investments’ Greg Osgood to explore COVID-19’s impact on the mortgage industry
  • Discover tips for managing your mortgage during this time of uncertainty and ways you can stick to your plan

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Greg Osgood’s LinkedIn | University Investments


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5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations



  • Listen as Esther Szabo reveals three critical traits that will help you navigate times of stress and uncertainty
  • Discover the reality many are experiencing during this time of increased unemployment and market volatility— and how Esther is advising her clients through it

Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 41- Decision Making In Difficult Times | Episode 42– 3 Tips for Navigate Challenging Times  |  Episode 43- COVID-19 Investor Update: What Should you be Doing?


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5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis



  • Hear how planning ahead with long-term care insurance impacted Elena Smirnov-Otis’ experience with transition when her husband was suddenly diagnosed with an incurable chronic illness at age 60.
  • Learn Elena’s words of advice, tips, and tricks for those who may also be planning ahead with, or are currently navigating transition, with long-term care insurance 

Resources:  Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | elena@gaps-USA.com | Being Mortal — Atul Gawande


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05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing?



  • Discover the current state of the markets and its impact on society
  • Learn three tips for navigating these uncertain times so you can make solid, informed decisions

Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 42 -3 Tips For Navigating Challenging Times


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04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times



  • Join Esther Szabo as she reveals three tips to help you navigate these uncertain times.
  • Discover a variety of supporting actions to incorporate into your daily life during self-isolation and how these actions allow you to be your best self in spite of difficulty.

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


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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?

 


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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


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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