Category Archives: Uncategorized

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 Szabo’s LinkedIn | Episode 3 – Proper Prior Planning Prevents Poor PerformanceEpisode 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

  • 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 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


Gates Pass Advisors | | 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.



Gates Pass Advisors | | 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 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


Gates Pass Advisors | | 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


Gates Pass Advisors | 

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 | 

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


Gates Pass Advisors | | 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

  • 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


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