Category Archives: Uncategorized

80. Protect Your Home and Assets with Derry Wisnom

November 5, 2021Finance, Investing, UncategorizedCoverage, Damage, Derry Wisnom, Esther Szabo, Home Insurance, Insurance, Natural Disaster, Umbrella Policy, Vehicle Insurance, Women And Wealthwomenandwealth

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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

78. 3rd Quarter Economic & Market Review With Robert Meckstroth

October 6, 2021Finance, Investing, UncategorizedCity National Rochdale, economics, Esther Szabo, financial services, investment strategies, Investments, Markets, portfolio, portfolio management, quarterly outlook, Robert Meckstroth, Women And Wealthwomenandwealth

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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.

77. Taking Care Of Medicare With Susan Lucas

September 8, 2021Finance, Investing, UncategorizedCoverage, Esther Szabo, Financial Planning, Health Care, Health Insurance, Medicaid, Medicare, My Insurance Solutions Inc, Private Insurance, Retirement Planning, Susan Lucas, Travel, Women And Wealthwomenandwealth

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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 respective costs for coverage, and how to determine an appropriate plan for one’s needs.

Susan discusses:

What to consider when enrolling in Medicare coverage
The purpose of Plans A, B, and D
The various applications and considerations of Medicare
How your taxable income affects your premiums
How to fill the gaps in Medicare with supplemental coverage options
And more

Connect With Susan Lucas:

Connect With Esther Szabo:

About Our Guest: Susan Lucas is a Licensed Insurance Agent, with My Insurance Solutions, specializing in Medicare education and benefits. Susan’s focus is helping Medicare beneficiaries and people who are turning 65 find the right benefits for their health needs and budget, with licenses in CA, NV, FL and ME.”

8/25/2021 -76. How Professional Organizers Help Couples Navigate Through Divorce With Joan McCreary

August 25, 2021Finance, Investing, UncategorizedCouples, Divorce, Esther Szabo, Professional Organizer, Property Division, Transitions, Women And Wealthwomenandwealth

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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 their physical lives.

8/11/2021 – 75. Professional Organizers For People & Estates With Joan McCreary

August 11, 2021Finance, Investing, UncategorizedClients, Esther Szabo, Organizing, Professional Organizing, San Francisco, Trust, Women And Wealthwomenandwealth

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In this episode, Esther Szabo is joined by Certified Professional Organizer® Joan McCreary, to discuss how professional organizers get to know their clients’ habits, goals and life transitions to sort through the clutter.
Joan details how she navigates the organization process through a variety of scenarios, including estate closings and general organization needs.

7/28/2021 – 74. Be Financially Fearless With Dr. Barbara Provost

July 28, 2021Finance, Investing, UncategorizedEmpowerment, Esther Szabo, Finances, Financial Planning, Financial Professionals, Personal Finance, Women, Women And Wealthwomenandwealth

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In this episode, Esther Szabo speaks with Dr. Barbara Provost, founder of Purse Strings, to discuss ways women can become financially fearless.
Barbara shares her insight about why women have historically been underrepresented in the financial world, and steps they can take to gain control over their financial future.

7/14/2021 – 73. The Future of Cryptocurrency With David Makman

July 14, 2021Finance, Investing, Uncategorized#Podcast, Bitcoin, Cryptocurrency, Currency, Esther Szabo, Investing, Money, Privacy, Risk, Value, Women And Wealthwomenandwealth

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In this episode, Esther Szabo explores the foundations of cryptocurrencies with IP and Technology attorney David Makman.
Esther and David discuss the potential implications of cryptocurrencies, including how they are challenging the value and definition of the dollar, and impact for investors

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6/30/2021 – 72. How Will the Biden Tax Proposals Affect Your Personal Finances? With Michael Fujii

June 30, 2021Finance, Investing, UncategorizedAccounting, Esther Szabo, Income Tax, Tax Planning, Taxation, Taxes, Women And Wealthwomenandwealth

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Learn the importance of preparing for the proposed tax changes under the Biden Administration in this episode with Michael Fujii, partner at Johanson & Yau Accountancy Corporation.
Hear how to efficiently plan for these changes, including changes to income tax brackets, capital gains taxes and the removal of the step up in basis.

Connect With Michael Fujiii:

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6/16/2021 – 71. Estate Planning for Children With Special Needs With Ellen Cookman

June 16, 2021Finance, Investing, UncategorizedCookman Law, Ellen Cookman, Estate Planning, Esther Szabo, Financial Planning, Law, Leadership, Personal Finance, Special Needs, Women And Wealthwomenandwealth

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Discover how to develop and implement a special needs trust with guest Ellen Cookman, JD, LLM, certified specialist in estate planning, trust and probate law at Cookman Law, PC.
Ellen explains the importance of flexibility for those who implement a special needs trust within their overall plan, as well as details the tax exemption available in 2021.

Connect With Ellen Cookman:

info@cookmanlaw.com
(650) 690-2571
Cookman Law
Ellen Cookman’s Linkedin

Connect With Esther Szabo:

6/02/2021 – 70. Answering Your Questions About the Economy and Market in 2021

June 2, 2021Finance, Investing, UncategorizedCOVID19, Economy, Esther Szabo, Inflation, Markets, Stock Market, Unemployment, Women And Wealthwomenandwealth

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Learn whether the markets have fully recovered from the dip they took through 2020 as Esther Szabo describes the current markets compared to last year.
Discover what has changed and what you can expect from the market as normalcy continues to return after the COVID-19 pandemic.

Resources:

Current Market News
Webinar Registration: Gates Pass Advisors Mid-Year Market & Economic Outlook

Connect With Esther Szabo:

5/19/2021 – Episode 69: Making the Right Retirement Home Decision — With Dr. Jim McCabe

May 19, 2021Finance, Investing, UncategorizedCCRC, Community, ElderCare, Housing, Personal Finance, Retirement, RetirementPlanning, Women And Wealthwomenandwealth

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Learn the various retirement living options available to you with Dr. Jim McCabe, president of ElderCare Resources.
Jim shares his insight about retirement living options, including why it’s so important for retirees to consider social interactions and relationships.

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Dr. Jim McCabe’s LinkedIn | jmeldercare@yahoo.com: (480) 231-5984 | The Senior’s Housing Dilemma: Stay or Move? | Senior Living: Senior Housing: Senior Retirement: The Best Places For Seniors To Retire To Cheaply, How To Find The Right Housing And Strategies For Living Comfortably

5/5/2021 – Episode 68: Moving During COVID-19? Here’s What You Need to Know — With Patrice Horvath

May 5, 2021Finance, Investing, UncategorizedClients, COVID19, Leadership, Personal Finance, Real Estate, Realtor, Women And Wealthwomenandwealth

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Learn how the COVID-19 pandemic has altered the way people in the United States are purchasing and selling homes in this informative episode with realtor Illuminate Properties founder, Patrice Horvath.
Patrice shares the special considerations movers and sellers must keep in mind due to the COVID-19 pandemic and shares her journey and growth as a realtor since her last appearance on Women & Wealth.

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

April 21, 2021Finance, Investing, UncategorizedAdvisors, Finances, Financial Planning, HENRYs, Leadership, Personal Finance, Women And Wealthwomenandwealth

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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

April 7, 2021Finance, Investing, UncategorizedBusiness, College, Consulting, Financial Planning, Leadership, scholarships, Women And Wealthwomenandwealth

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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

3/24/2021 – Episode 65: How to Give a Killer Presentation — with Kristi Royse

March 24, 2021Finance, Investing, UncategorizedBusiness Coaching, Leadership, Presentations, Success Strategies, Women, Women And Wealthwomenandwealth

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In this episode, Esther Szabo talks with Kristi Royse, the founder and CEO of KLR Consulting to explore how you can make the most of your presentations and pitch moments
Kristi reveals the expert insight she uses when coaching and supporting her clients, helping them deliver amazing presentations so they can excel in their leadership roles and achieve their personal goals

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | KLR Consulting | Kristi Royse’s LinkedIn

02/24/2021 – Episode 63: How to Gain Clarity Around Your Spending: Part 2 — With Alison Salisbury

February 24, 2021Finance, Investing, Uncategorized#Budgeting, #PersonalFinance, #Podcast, #Spending, #WomenandWealth, 2021, Clarity, COVID-19, Cybersecurity, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investments, Online Fraud, Personal Finance, Scammers, Women And Wealthwomenandwealth

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To help you put together your 2021 budget, Fiscally Fit’s Alison Salisbury reveals effective ways you can create a budget that’s tailored to your needs, no matter how COVID-19 may have impacted your financial picture
Learn how you can protect yourself online and avoid online scammers and fraud

02/10/2021 – Episode 62: How to Gain Clarity Around Your Spending – With Alison Salisbury

February 10, 2021Finance, Investing, Uncategorized#Budgeting, #PersonalFinance, #Podcast, #Spending, #WomenandWealth, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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In this episode, join Esther Szabo and Alison Salisbury, the owner and founder of Fiscally Fit, as they highlight ways you can get a handle on your spending
They discuss tools to help you identify your spending habits and reveal how understanding your cash flow can help you feel in control of your finances

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Fiscally Fit: (650) 965-4090

01/27/21 – Episode 61: Strengthen Your Decision-Making With the Enneagram: Part 2 – With Matt Schlegel

January 27, 2021Finance, Investing, Uncategorized#WomenAndWealth #Podcast #Creativity #FinancialPlanning #Enneagram, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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Esther Szabo is back with Matt Schlegel from Schlegel Consulting to discuss how you can apply creativity to the Enneagram model to further expand your perspective when making personal and financial decisions.
Discover how to determine your Enneagram type, understand its underlying motivating force, and more!

01/13/2021 – Episode 60: Strengthen Your Decision-Making With the Enneagram: Part 1 — With Matt Schlegel

January 13, 2021Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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Join Esther Szabo and Schlegel Consulting’s Matt Schlegel to explore how the Enneagram can be used as an effective tool for approaching money and financial decisions.
Learn practical tips for ways you can start implementing this decision-making style today!

12/30/2020 – Episode 59: A Reflection on the 2020 Investing Landscape

December 30, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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Join Esther Szabo as she reflects on 2020 and some of the lessons it has taught us as investors
Reviews financial and investment complexities we’ve faced this year and looks at the factors that affect the first quarter and into the second quarter of 2021

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

12/18/2020 – Episode 58 – Planning With Persistence

December 18, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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Learn why, despite the many changes and disturbances happening around the world, it’s always best to plan around what is within your reach
Discover how a persistent and ongoing planning process can help you during times of uncertainty and transition

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

12/02/2020 – Episode 57 – How to Create Your Complete Financial Picture in 2021

December 2, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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Learn how combining the technical and personal aspects of planning provides you a complete financial picture in 2021
Discover which areas of your finances to focus on to increase your financial confidence

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 53 – 5 Considerations for Your 2020 Year-End Planning

11/18/2020 – Episode 56 – Tips for Maintaining Your Physical Wellness During COVID-19 and Beyond – With Dr. Tim Haun

November 18, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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In this episode, Esther Szabo welcomes chiropractor and personal trainer, Dr. Tim Haun to help you navigate your physical wellness during times of transition and uncertainty.
Dr. Haun shares actionable tips for maintaining your physical health during life’s ups and down — and while working from home.

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Dr. Tim Haun – Comprehensive Spine & Sports Center

11/04/2020 – Episode‌ ‌55‌ ‌-‌ ‌How‌ ‌to‌ ‌Navigate‌ ‌the‌ ‌Medicare‌ ‌Maze‌ ‌—‌ ‌With‌ ‌Marcia‌ ‌Mantell‌ ‌

November 5, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investments, Long-Term Carewomenandwealth

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Join Esther Szabo and retirement expert Marcia Mantell to learn everything you need to know about navigating the Medicare maze
Learn the hidden nuances of when and how to use Medicare and useful resources for increasing your Medicare knowledge

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 54: Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell

10/21/2020 – Episode 54 – Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell

October 21, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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Join Esther Szabo and Social Security expert Marica Mantell as they discuss important important considerations and highlight why proactive planning is important –especially for women
Discover what women need to know when making Social Security decisions so they can can maximize their benefits

10/07/2020 – Episode 53 — 5 Considerations for Your 2020 Year-End Planning

October 7, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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Prepare to to tackle your year-end planning tasks with Esther Szabo’s list of the 5 things you should think about as you plan for your transition into 2021
Discover the impact the election, COVID-19, and holiday season could bring to your financial plan — and how to plan accordingly

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

9/24/2020 – Episode 52 – 5 Tips for Managing the Loss of a Loved One

September 24, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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Join Esther Szabo as she shares her first-hand experience with transition after the passing of her mother on August 30, 2020
Discover emotional and financial tips that everyone should know when managing the loss of a loved one

Esther Szabo | Gates Pass Advisors

8/26/2020 – Episode 51- How COVID-19 is Impacting Retirement Plans — With Stephen Dobrow

August 26, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Investmentswomenandwealth

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Join Esther Szabo and Primark Benefits’ Stephen Dobrow, ERPA, APA, CPC to explore the Coronavirus’ impact on retirement plans
Discover what relief options are available to help you navigate this time and what key considerations you should keep in mind around your retirement plans

Gates Pass Advisors | Primark Benefits

8/7/2020 – Episode 50 — 5 Key Steps for Planning Your Retirement

August 7, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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Learn how you can better prepare for retirement with Esther Szabo’s five key retirement planning steps.
Discover important planning areas that can often be overlooked — and how your advisor can help keep you on-track throughout the planning process.

Gates Pass Advisors | esther@gatespassadvisors.com

7/22/2020 – Episode 49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs

July 22, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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Learn how effective Gates Pass Advisor’s holistic planning approach can be, and why it is needed now more than ever
Learn investment insight and the importance of personalized portfolio management when navigating COVID-19

Gates Pass Advisors | esther@gatespassadvisors.com

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

July 9, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

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

June 25, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

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

June 10, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

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

May 27, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

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

May 13, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Gates Pass Advisors, Insurance, Investing, Investments, Long-Term Carewomenandwealth

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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

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

May 1, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

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

April 17, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

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

April 1, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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 Performance ❘ Episode 38 – Financial Planner Versus Wealth Manager: What’s the Difference?

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

March 20, 2020Finance, Investing, Uncategorizedwomenandwealth

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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

March 4, 2020Finance, Investing, Uncategorizedwomenandwealth

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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?

February 19, 2020Finance, Investing, Uncategorizedwomenandwealth

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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

February 5, 2020Finance, Investing, Uncategorizedwomenandwealth

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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

January 22, 2020Finance, Investing, Uncategorizedwomenandwealth

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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

January 8, 2020Finance, Investing, Uncategorizedwomenandwealth

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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!

December 23, 2019Finance, Investing, Uncategorizedwomenandwealth

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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

December 13, 2019Finance, Investing, Uncategorizedwomenandwealth

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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

11/27/19 Episode 32 — Solving Your Divorce Puzzle With Forensic Accounting: Part 2 — With Irina Anissimova, CPA, CFF

November 27, 2019Finance, Investing, Uncategorizedwomenandwealth

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Discover how forensic accountants, like Irina Anissimova, help determine spousal and child support during the divorce process
Learn what needs to be considered when a business is involved in the divorce and how Irina can help guide the process

Resources:

Gates Pass Advisors | esther@gatespassadvisors.com | Irina Anissimova | Episode 24: Contemplating Divorce? This is a must-listen episode! — With Guest, Karen D. Sparks, CDFA™, J.D.

11/13/19 Episode 31 — Solve Your Divorce Puzzle With Forensic Accounting: Part 1 — With Irina Anissimova, CPA, CFF

November 13, 2019Finance, Investing, Uncategorizedwomenandwealth

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Learn how forensic accountants like Irina Anissimova can help simplify and solve your divorce case
Discover why women in particular need to become more educated about divorce and which professionals can help them get the best outcomes

Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Irina Anissimova

10/30/19 Episode 30 — Key Items to Address With Estate Planning Attorney E.J. Hong: Part 2

October 30, 2019Finance, Investing, Uncategorizedwomenandwealth

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Learn what probate is and why it’s important to avoid. Hear about a surprising case that EJ handled that brought the fire department on scene!
Estate planning considerations during life’s transitions such as marriage, remarriage, being single — and even success in business!
How to best designate retirement account beneficiaries
Learn how simple it is to take action and get the help that you need

Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Law Offices of E.J. Hong

10/16/19 Episode 29 — Protect Your Family and Your Future – Estate Planning — With E.J. Hong: Part 1

October 16, 2019Finance, Investing, Uncategorizedwomenandwealth

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A woman in transition is faced with all sorts of decisions. E.J. Hong, a Certified Specialist in Estate Planning, Trust, and Probate Law helps women in transition protect themselves with strategic estate planning at all stages of transition.
Estate planning can create a significant impact during times of transitions, from the loss of a loved one to receiving a windfall.

Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Law Offices of E.J. Hong

10/02/19 Episode 28 — How to Master Risk: From Economic to Personal

October 2, 2019Finance, Investing, Uncategorizedwomenandwealth

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Whether the next recession is imminent or not, discover what you can control and manage your fears
Learn to mitigate risk, open doors to opportunities and avoid common investing mistakes

Resources: Gates Pass Advisors | esther@gatespassadvisors.com

09/18/19 Episode 27 — How Financial Advisors Are Paid (And Why)

September 18, 2019Finance, Investing, Uncategorizedwomenandwealth

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Discover how financial advisors charge for their services, which method Gates Pass Advisor chooses — and why
Tune in now and get clarity on how Gates Pass’s planning method goes hand-in-hand with how they charge clients, along with what the planning process looks like

Resources:

Gates Pass Advisors | Mind Games | esther@gatespassadvisors.com

09/04/19 Episode 26 — Breaking Down Your Planning Barriers

September 4, 2019Finance, Investing, Uncategorizedwomenandwealth

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Tune in now to learn about the strategies Esther Szabo uses to help prospective clients overcome their hesitation around hiring a financial advisor
Learn how the Gates Pass Advisors team helps clients put guardrails in place so they can better navigate life’s transitions and unexpected road bumps

Resources: Gates Pass Advisors | esther@gatespassadvisors.com

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

August 21, 2019Finance, Investing, Uncategorizedwomenandwealth

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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 | esther@gatespassadvisors.com

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

August 7, 2019Finance, Investing, Uncategorizedwomenandwealth

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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 | esther@gatespassadvisors.com | Divorce Financial Strategists™: (650-201-6311) | CDFA@DivorceFinancialStrategists.com

07/24/19 Episode 23 —Gates Pass is Growing! Providing what Women Need to Find Clarity During Transitions — With Erik Schei

July 24, 2019Finance, Investing, Uncategorizedwomenandwealth

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Listen to learn more about why this woman-owned, women-focused firm hired Chartered Financial Analyst®, Erik Schei!
And why our investment expertise provides more than portfolio management services to our clients navigating personal life change

Resources: Gates Pass Advisors | esther@gatespassadvisors.com

07/10/19 Episode 22 — How to Move Forward During Times of Stress and Uncertainty

July 10, 2019Finance, Investing, Uncategorizedwomenandwealth

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Ever feel frozen or unsure of the right next step to take in your financial life?

Learn about a simple tool to help you move forward — at a pace that works for you!

Tune in now to learn more about Esther Szabo’s “Am I Okay Process” and how it can help ease your transition.

Resources: Gates Pass Advisors | esther@gatespassadvisors.com

06/12/19 Episode 20 — Esther’s in Transition – she’s getting married!

June 12, 2019Finance, Investing, Uncategorizedwomenandwealth

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A Certified Financial Transitionist also goes through transitions! Esther experienced a very deep loss when she became a widow in 2014. Now she looks forward to remarrying later in 2019.

She uses her own experience to describe which of the four stages of transition she is currently in, and illustrates signs of flow or struggle and how she is making decisions to support her own long term future- much as she advises her own clients.

Whether your life transition brings you joy, like a new marriage, or grief, like the loss of a partner, there are several stages you must travel through before finding your new normal.

In this episode, you’ll learn:

What the four stages of transition are
Esther’s experience with her current transition into a new marriage
The experience of creating a pre-nuptial agreement
How moving in with someone sparks a new set of transitions
And more!

Tune in now to learn about the stages of transition and strategies you can use to flow through each stage!

Resources: Gates Pass Advisors

05/29/19 Episode 19 – Finding Support in Realtors When Transitioning Homes

May 29, 2019Finance, Investing, Uncategorizedwomenandwealth

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Episode 19 With Guest Patrice Horvath

For many people, moving houses is a big transition and can be an overwhelming experience. That’s why it’s important to consider who you will team up with to help you navigate this transition.

Today, Esther Szabo is joined by realtor Patrice Horvath to explore the decision-making process that comes with moving. Esther and Patrice discuss how realtors can make a big impact on the moving experience and why Patrice treats real estate as a relationship business where her clients are given the trust, integrity, and loyalty they deserve.

In this episode, you’ll learn:

Why it’s so important to interview realtors
How many realtors Patrice recommends interviewing before you make your decision
How Patrice helps clients navigate the emotional part of decision-making when moving
What Patrice does to help older adults and their children map out a moving plan
The importance of bringing a financial planner into the conversation
And more!

Listen now to learn about the life-changing transition of moving and how realtors like Patrice can help you navigate this time to find a new home that’s right for you!

Resources: Gates Pass Advisors | Patrice Horvath: (650) 520-7675 | Patrice@PatriceHorvath.com