Tag Archives: Personal Finance

7/28/2021 – 74. Be Financially Fearless With Dr. Barbara Provost

July 28, 2021Finance, Investing, UncategorizedEmpowerment, Esther Szabo, Finances, Financial Planning, Financial Professionals, Personal Finance, Women, Women And Wealthwomenandwealth

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In this episode, Esther Szabo speaks with Dr. Barbara Provost, founder of Purse Strings, to discuss ways women can become financially fearless.
Barbara shares her insight about why women have historically been underrepresented in the financial world, and steps they can take to gain control over their financial future.

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

June 16, 2021Finance, Investing, UncategorizedCookman Law, Ellen Cookman, Estate Planning, Esther Szabo, Financial Planning, Law, Leadership, Personal Finance, Special Needs, Women And Wealthwomenandwealth

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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:

info@cookmanlaw.com
(650) 690-2571
Cookman Law
Ellen Cookman’s Linkedin

Connect With Esther Szabo:

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

May 19, 2021Finance, Investing, UncategorizedCCRC, Community, ElderCare, Housing, Personal Finance, Retirement, RetirementPlanning, Women And Wealthwomenandwealth

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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

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

May 5, 2021Finance, Investing, UncategorizedClients, COVID19, Leadership, Personal Finance, Real Estate, Realtor, Women And Wealthwomenandwealth

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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

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

April 21, 2021Finance, Investing, UncategorizedAdvisors, Finances, Financial Planning, HENRYs, Leadership, Personal Finance, Women And Wealthwomenandwealth

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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

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