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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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SPECIAL UPDATE: COVID-19



In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty.

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources: Gates Pass Advisors


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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