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
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
34 — Life Transitions and the Holidays — Help is here!
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
33 — Care for Your Finances (And You!) This Holiday Season
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…
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…
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
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…
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…
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
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
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