Category Archives: Uncategorized

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

 


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

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



  • 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



  • 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



  • 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