Tag Archives: Personal Finance

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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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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


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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