Location:

United States

Twitter:

@gates_pass

Language:

English

Contact:

650-797-0280


Episodes

02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020

2/5/2020
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

Duration:00:36:06

01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present

1/22/2020
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 … Continue reading 01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present →

Duration:00:33:24

01/08/20 – Episode 35 — A New Decade of Planning: How to Plan for your 2020 Vision

1/8/2020
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

Duration:00:30:43

12/23/19 – Episode 34 — Life Transitions and the Holidays — Help is here!

12/23/2019
Learn helpful tips for navigating the stresses of the holiday season, especially during times of transition. Discover how a Certified Financial Transitionist®, like Esther Szabo, supports making the best decisions for you Resources: Gates Pass Advisors | esther@gatespassadvisors.com

Duration:00:39:36

12/13/19 – Episode 33 — Care for Your Finances (And You!) This Holiday Season

12/13/2019
Learn year end financial opportunities you may not want to miss to confidently enter the New Year. Hear practical suggestions for self-care during transition and the holidays Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Episode 15: Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil | Episode 16: Navigating Transition Through Nutrition: Part … Continue reading 12/13/19 – Episode 33 — Care for Your Finances (And You!) This Holiday Season →

Duration:00:30:13

11/27/19 Episode 32 — Solving Your Divorce Puzzle With Forensic Accounting: Part 2 — With Irina Anissimova, CPA, CFF

11/27/2019
Discover how forensic accountants, like Irina Anissimova, help determine spousal and child support during the divorce process Learn what needs to be considered when a business is involved in the divorce and how Irina can help guide the process Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Irina Anissimova | Episode 24: Contemplating Divorce? This is … Continue reading 11/27/19 Episode 32 — Solving Your Divorce Puzzle With Forensic Accounting: Part 2 — With Irina Anissimova,...

Duration:00:23:30

11/13/19 Episode 31 — Solve Your Divorce Puzzle With Forensic Accounting: Part 1 — With Irina Anissimova, CPA, CFF

11/13/2019
Learn how forensic accountants like Irina Anissimova can help simplify and solve your divorce case Discover why women in particular need to become more educated about divorce and which professionals can help them get the best outcomes Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Irina Anissimova

Duration:00:30:46

10/30/19 Episode 30 — Key Items to Address With Estate Planning Attorney E.J. Hong: Part 2

10/30/2019
Learn what probate is and why it’s important to avoid. Hear about a surprising case that EJ handled that brought the fire department on scene! Estate planning considerations during life’s transitions such as marriage, remarriage, being single — and even success in business! How to best designate retirement account beneficiaries Learn how simple it is … Continue reading 10/30/19 Episode 30 — Key Items to Address With Estate Planning Attorney E.J. Hong: Part 2 →

Duration:00:29:46

10/16/19 Episode 29 — Protect Your Family and Your Future – Estate Planning — With E.J. Hong: Part 1

10/16/2019
A woman in transition is faced with all sorts of decisions. E.J. Hong, a Certified Specialist in Estate Planning, Trust, and Probate Law helps women in transition protect themselves with strategic estate planning at all stages of transition. Estate planning can create a significant impact during times of transitions, from the loss of a loved … Continue reading 10/16/19 Episode 29 — Protect Your Family and Your Future – Estate Planning — With E.J. Hong: Part 1 →

Duration:00:30:30

10/02/19 Episode 28 — How to Master Risk: From Economic to Personal

10/2/2019
Whether the next recession is imminent or not, discover what you can control and manage your fears Learn to mitigate risk, open doors to opportunities and avoid common investing mistakes Resources: Gates Pass Advisors | esther@gatespassadvisors.com

Duration:00:30:06

09/18/19 Episode 27 — How Financial Advisors Are Paid (And Why)

9/18/2019
Discover how financial advisors charge for their services, which method Gates Pass Advisor chooses — and why Tune in now and get clarity on how Gates Pass’s planning method goes hand-in-hand with how they charge clients, along with what the planning process looks like Resources: Gates Pass Advisors | Mind Games | esther@gatespassadvisors.com

Duration:00:31:23

09/04/19 Episode 26 — Breaking Down Your Planning Barriers

9/4/2019
Tune in now to learn about the strategies Esther Szabo uses to help prospective clients overcome their hesitation around hiring a financial advisor Learn how the Gates Pass Advisors team helps clients put guardrails in place so they can better navigate life’s transitions and unexpected road bumps Resources: Gates Pass Advisors | esther@gatespassadvisors.com

Duration:00:30:45

08/21/19 Episode 25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know

8/21/2019
Listen in to learn how fiduciaries like Esther Szabo handle requests for “quick fixes” from clients who don’t want to receive a full range of services Discover what you need to know about effective personal financial planning whether you employ a portfolio manager or manage your financial future independently. Tips about mental blind spots, big-picture … Continue reading 08/21/19 Episode 25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know →

Duration:00:28:00

08/07/19 Episode 24 —Contemplating Divorce? This is a must listen episode! — With Guest, Karen D. Sparks, CDFA™, J.D.

8/7/2019
Learn how a Certified Divorce Financial Analyst works with you to: Understand the financial impact and legal process of divorce before your move forward Plan well for this challenging transition Focus and be supported throughout the many details of the process Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Divorce Financial Strategists™: (650-201-6311) | CDFA@DivorceFinancialStrategists.com

Duration:00:33:46

07/24/19 Episode 23 —Gates Pass is Growing! Providing what Women Need to Find Clarity During Transitions — With Erik Schei

7/24/2019
Listen to learn more about why this woman-owned, women-focused firm hired Chartered Financial Analyst®, Erik Schei! And why our investment expertise provides more than portfolio management services to our clients navigating personal life change Resources: Gates Pass Advisors | esther@gatespassadvisors.com

Duration:00:32:11

07/10/19 Episode 22 — How to Move Forward During Times of Stress and Uncertainty

7/10/2019
Ever feel frozen or unsure of the right next step to take in your financial life? Learn about a simple tool to help you move forward — at a pace that works for you! Tune in now to learn more about Esther Szabo’s “Am I Okay Process” and how it can help ease your transition. … Continue reading 07/10/19 Episode 22 — How to Move Forward During Times of Stress and Uncertainty →

Duration:00:33:56

06/26/19 Episode 21 — Transitions with Your Aging Parent

6/26/2019
In this episode, you’ll learn: The challenges that can come with navigating a parent’s financial situation Why it’s important for your parents to keep some of their assets for themselves The stages of transition that can come with cognitive decline And more! Having just celebrated her mom’s 95th birthday, Esther Szabo can appreciate what it’s … Continue reading 06/26/19 Episode 21 — Transitions with Your Aging Parent →

Duration:00:35:06

06/12/19 Episode 20 — Esther’s in Transition – she’s getting married!

6/12/2019
A Certified Financial Transitionist also goes through transitions! Esther experienced a very deep loss when she became a widow in 2014. Now she looks forward to remarrying later in 2019. She uses her own experience to describe which of the four stages of transition she is currently in, and illustrates signs of flow or … Continue reading 06/12/19 Episode 20 — Esther’s in Transition – she’s getting married! →

Duration:00:29:02

05/29/19 Episode 19 – Finding Support in Realtors When Transitioning Homes

5/29/2019
Episode 19 With Guest Patrice Horvath For many people, moving houses is a big transition and can be an overwhelming experience. That’s why it’s important to consider who you will team up with to help you navigate this transition. Today, Esther Szabo is joined by realtor Patrice Horvath to explore the decision-making process that comes … Continue reading 05/29/19 Episode 19 – Finding Support in Realtors When Transitioning Homes →

Duration:00:27:54

05/15/19 Episode 18 — Technology is Great—How Effective is it for Personal Financial Planning? What I Discovered From Testing out Online Financial Planning Tools

5/15/2019
Technology has seeped into almost every corner of our everyday lives, including our financial planning. Most of us feel a bit anxious if our cell phones and connections to time saving apps are too far out of reach. But how effective is technology in the realm of personal finance? Do you get the same value … Continue reading 05/15/19 Episode 18 — Technology is Great—How Effective is it for Personal Financial Planning? What I Discovered From Testing out Online Financial Planning Tools →

Duration:00:31:23