Category Archives: Uncategorized

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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