Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

32 — Solving Your Divorce Puzzle With Forensic Accounting: Part 2 — With Irina Anissimova, CPA, CFF

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…

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31 — Solve Your Divorce Puzzle With Forensic Accounting: Part 1 — With Irina Anissimova, CPA, CFF

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

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

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…

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29 — Protect Your Family and Your Future – Estate Planning — With E.J. Hong: Part 1

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…

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28 — How to Master Risk: From Economic to Personal

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

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27 — How Financial Advisors Are Paid (And Why)

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

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26 — Breaking Down Your Planning Barriers

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

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25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know

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…

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

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

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23 —Gates Pass is Growing!  Providing what Women Need to Find Clarity During Transitions — With Erik Schei 

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

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