Tag Archives: Gates Pass Advisors

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

February 24, 2021Finance, Investing, Uncategorized#Budgeting, #PersonalFinance, #Podcast, #Spending, #WomenandWealth, 2021, Clarity, COVID-19, Cybersecurity, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investments, Online Fraud, Personal Finance, Scammers, Women And Wealthwomenandwealth

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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

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

February 10, 2021Finance, Investing, Uncategorized#Budgeting, #PersonalFinance, #Podcast, #Spending, #WomenandWealth, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

January 27, 2021Finance, Investing, Uncategorized#WomenAndWealth #Podcast #Creativity #FinancialPlanning #Enneagram, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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!

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

January 13, 2021Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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!

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

December 30, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

December 18, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

December 2, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

November 18, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

November 5, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investments, Long-Term Carewomenandwealth

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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

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

October 21, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

October 7, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

September 24, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Insurance, Investing, Investmentswomenandwealth

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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

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

August 7, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

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

July 22, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

7/8/2020 – Episode 48 – What Do We Do When We Don’t Know What To Do

July 9, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

6/24/2020 – Episode 47- Your 2020 Mid-Year Check-In

June 25, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

6/10/2020 – Episode 46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood

June 10, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations

May 27, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis

May 13, 2020Finance, Investing, UncategorizedEsther Szabo, Finance, Financial, Gates Pass Advisors, Insurance, Investing, Investments, Long-Term Carewomenandwealth

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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

05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing?

May 1, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times

April 17, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

04/01/2020 – Episode 41- Decision Making In Difficult Times

April 1, 2020Finance, Investing, UncategorizedCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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 Performance ❘ Episode 38 – Financial Planner Versus Wealth Manager: What’s the Difference?

SPECIAL UPDATE: COVID-19

March 25, 2020Finance, InvestingCoronavirus, COVID-19, Esther Szabo, Finance, Financial, Financial Planning, Gates Pass Advisors, Investing, Investmentswomenandwealth

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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

Getting There

The Financial Good Place Podcast

Tag Archives: Gates Pass Advisors

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

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

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

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

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

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

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

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

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

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

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

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

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

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

7/8/2020 – Episode 48 – What Do We Do When We Don’t Know What To Do

6/24/2020 – Episode 47- Your 2020 Mid-Year Check-In

6/10/2020 – Episode 46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood

5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations

5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis

05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing?

04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times

04/01/2020 – Episode 41- Decision Making In Difficult Times

SPECIAL UPDATE: COVID-19