Category Archives: Uncategorized

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



  • 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:

Connect With Esther Szabo: 


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



  • 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: 

Connect With Esther Szabo: 


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



  • 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


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



  • 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.

 

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Patrice Horvath: (650) 520-7675 | patrice@illuminateproperties.com | Illuminate Properties | Episode 19 – Finding Support in Realtors When Transitioning Homes


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



  • 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



  • 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


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



  • 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 


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3/17/2021 – Episode 64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland



  • To help you better understand your investing behaviors, Jay Mooreland joins Esther Szabo to discuss ways he helps investors understand how biases influence their investment decisions. 
  • Jay highlights ways you can tune-in to your behaviors and learn from past mistakes to improve future financial decisions.

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | The Emotional Investor | The Behavioral Finance Network | Jay Mooreland’s Linkedin 


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



  • 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 

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



  • 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 


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



  • 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!

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Connect with Esther Szabo on LinkedIn | Connect with Matt Schlegel on Linkedin | Schlegel Consulting | Matt’s Blog

 


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



  • 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!

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Connect with Esther Szabo on LinkedIn | Connect with Matt Schlegel on Linkedin | Schlegel Consulting | Matt’s Blog


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



  • 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


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



  • 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  


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



  • 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


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



  • 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


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



  • 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

Marcia Mantell LinkedIn | What’s the Deal with Retirement Planning for Women? | What’s the Deal with Social Security for Women? | Medicare Website | Medicare & You | SHIP | Medicare Plan Finder


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



  • 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

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Marcia Mantell LinkedIn | BoomerRetirementBriefs.com | What’s the Deal with Retirement Planning for Women? | What’s the Deal with Social Security for Women? | Social Security Website


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



  • 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


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



  • 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 


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



  • 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


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



  • 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


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



  • 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


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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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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


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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

 


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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

 


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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


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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

 


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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 


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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 


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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

 


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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.

 


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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


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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


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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

 


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



  • 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


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



  • 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 


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



  • 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



  • 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


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



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

 


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



  • 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


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



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


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



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


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



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