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Women and Wealth

Business & Economics Podcasts

Welcome to the Women and Wealth podcast with Esther Szabo. Esther is a respected leader in the field of personal financial advice, with over 25 years of experience. After going through her own significant and challenging life-changing events, she overcame fear and self-doubt to launch her own successful advisory firm. Now, Esther is ready to share her practical and personal experiences to help other women clear their hurdles and brave life’s transitions. In this way she inspires women to lead fulfilling and confident lives.

Welcome to the Women and Wealth podcast with Esther Szabo. Esther is a respected leader in the field of personal financial advice, with over 25 years of experience. After going through her own significant and challenging life-changing events, she overcame fear and self-doubt to launch her own successful advisory firm. Now, Esther is ready to share her practical and personal experiences to help other women clear their hurdles and brave life’s transitions. In this way she inspires women to lead fulfilling and confident lives.

Location:

United States

Description:

Welcome to the Women and Wealth podcast with Esther Szabo. Esther is a respected leader in the field of personal financial advice, with over 25 years of experience. After going through her own significant and challenging life-changing events, she overcame fear and self-doubt to launch her own successful advisory firm. Now, Esther is ready to share her practical and personal experiences to help other women clear their hurdles and brave life’s transitions. In this way she inspires women to lead fulfilling and confident lives.

Twitter:

@gates_pass

Language:

English

Contact:

650-797-0280


Episodes

79. Navigating the Complexities of Divorce with Children With Paul Seabrook

10/20/2021
Esther Szabo is joined by Paul Seabrook, founder and attorney at Seabrook Law Offices, to discuss the potential complexities of divorce on the parties involved and their children. Paul details how to navigate a complex divorce, explaining why you should push for a settlement wherever possible, and avoid disparaging the other party to minimize damage … Continue reading 79. Navigating the Complexities of Divorce with Children With Paul Seabrook →

78. 3rd Quarter Economic & Market Review With Robert Meckstroth

10/6/2021
In this episode, Robert Meckstroth discusses how he helps advisors focus on clients while his company focuses solely on investment strategies and portfolio planning. Learn about different types of investors and the importance of tailoring a client’s portfolio to their risk level and what stage of life they’re in.

Duration:00:33:06

77. Taking Care Of Medicare With Susan Lucas

9/8/2021
Everyone knows age 65 = Medicare. But the many decisions to make about coverage and plans often catches people by surprise. In this episode, Esther Szabo is joined by Susan Lucas, a licensed insurance agent specializing in Medicare education and benefits with My Insurance Solutions Inc. Susan discusses when to start planning for coverage, the … Continue reading 77. Taking Care Of Medicare With Susan Lucas →

Duration:00:35:40

8/25/2021 -76. How Professional Organizers Help Couples Navigate Through Divorce With Joan McCreary

8/25/2021
In this episode, Esther Szabo welcomes back Joan McCreary, Certified Professional Organizer® and hoarding specialist at JMPO Estate and Home Organizing, to discuss Joan’s experience helping couples and individuals navigating property division through divorce. Joan shares her expertise, and details how organizers can help clients navigate the emotional experience of dividing their belongings and separating … Continue reading 8/25/2021 -76. How Professional Organizers Help Couples Navigate...

Duration:00:31:00

8/11/2021 – 75. Professional Organizers For People & Estates With Joan McCreary

8/11/2021
In this episode, Esther Szabo is joined by Certified Professional Organizer® Joan McCreary, to discuss how professional organizers get to know their clients’ habits, goals and life transitions to sort through the clutter. Joan details how she navigates the organization process through a variety of scenarios, including estate closings and general organization needs.

Duration:00:30:17

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

7/28/2021
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.

Duration:00:30:04

7/14/2021 – 73. The Future of Cryptocurrency With David Makman

7/14/2021
In this episode, Esther Szabo explores the foundations of cryptocurrencies with IP and Technology attorney David Makman. Esther and David discuss the potential implications of cryptocurrencies, including how they are challenging the value and definition of the dollar, and impact for investors Connect With David Makman: david@makmanlaw.com (650) 242-1560 Makman Law David Makman’s Linkedin Connect … Continue reading 7/14/2021 – 73. The Future of Cryptocurrency With David Makman →

Duration:00:30:58

6/30/2021 – 72. How Will the Biden Tax Proposals Affect Your Personal Finances? With Michael Fujii

6/30/2021
Learn the importance of preparing for the proposed tax changes under the Biden Administration in this episode with Michael Fujii, partner at Johanson & Yau Accountancy Corporation. Hear how to efficiently plan for these changes, including changes to income tax brackets, capital gains taxes and the removal of the step up in basis. Connect With … Continue reading 6/30/2021 – 72. How Will the Biden Tax Proposals Affect Your Personal Finances? With Michael Fujii →

Duration:00:25:40

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

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

Duration:00:29:52

6/02/2021 – 70. Answering Your Questions About the Economy and Market in 2021

6/2/2021
Learn whether the markets have fully recovered from the dip they took through 2020 as Esther Szabo describes the current markets compared to last year. Discover what has changed and what you can expect from the market as normalcy continues to return after the COVID-19 pandemic. Resources: Current Market News Webinar Registration: Gates Pass Advisors … Continue reading 6/02/2021 – 70. Answering Your Questions About the Economy and Market in 2021 →

Duration:00:35:52

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

5/19/2021
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 | … Continue reading 5/19/2021 – Episode 69: Making the Right Retirement Home Decision — With Dr. Jim...

Duration:00:33:01

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

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

Duration:00:32:48

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

4/21/2021
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 … Continue reading 4/21/21 – Episode 67: Helping High Earners Effectively Strategize their Financial Futures – With Erik...

Duration:00:34:40

4/7/21 – Episode 66: Solutions for Navigating the High Cost of College — With Nancy Paul

4/7/2021
Discover ways you can secure your financial future while helping your kids fund their education in this episode with college planning expert Nancy Paul Nancy shares cost-saving strategies that will empower parents and students to gain confidence, increase their opportunities, and find greater financial freedom Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s … Continue reading 4/7/21 – Episode 66: Solutions for Navigating the High Cost of College — With...

Duration:00:26:22

3/24/2021 – Episode 65: How to Give a Killer Presentation — with Kristi Royse

3/24/2021
In this episode, Esther Szabo talks with Kristi Royse, the founder and CEO of KLR Consulting to explore how you can make the most of your presentations and pitch moments Kristi reveals the expert insight she uses when coaching and supporting her clients, helping them deliver amazing presentations so they can excel in their leadership … Continue reading 3/24/2021 – Episode 65: How to Give a Killer Presentation — with Kristi Royse →

Duration:00:35:13

3/17/2021 – Episode 64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland

3/17/2021
To help you better understand your investing behaviors, Jay Mooreland joins Esther Szabo to discuss ways he helps investors understand how biases influence their investment decisions. Jay highlights ways you can tune-in to your behaviors and learn from past mistakes to improve future financial decisions. Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s … Continue reading 3/17/2021 – Episode 64: Behavioral Finance and the Psychology of Investing — With Jay...

Duration:02:11:37

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

2/24/2021
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

Duration:03:02:11

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

2/10/2021
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 … Continue reading 02/10/2021 – Episode 62: How to Gain Clarity Around Your Spending – With Alison Salisbury →

Duration:00:34:13

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

1/27/2021
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! Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Connect … Continue reading 01/27/21 – Episode 61: Strengthen Your Decision-Making With the Enneagram: Part 2 – With...

Duration:00:34:38

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

1/13/2021
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! Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Connect with Esther Szabo on LinkedIn | Connect … Continue reading 01/13/2021 – Episode 60: Strengthen Your Decision-Making With the Enneagram: Part 1 — With Matt...

Duration:00:36:41