87. 5 Obstacles That Could be Preventing You From Achieving Your Goals with Lela Meinke
Financial planning is all about goal achievement. However, the ability [...]
86. Market Volatility In 2022 with Erik Schei, CFA and CeFT®
Inflation, geopolitical issues and impending interest rate increases are impacting [...]
85. Articulate and Achieve Your Goals with Lela Meinke
All financial plans are built around goals. Goals can be [...]
84. Looking Back To Move Forward with Erik Schei, CFA and CeFT®
Esther Szabo and Erik Schei look back at the questions [...]
83. Navigating Loss During The Holidays
Esther Szabo addresses successfully navigating grief during the holidays. Esther [...]
77. Taking Care Of Medicare With Susan Lucas
Everyone knows age 65 = Medicare. But the many decisions [...]
8/25/2021 -76. How Professional Organizers Help Couples Navigate Through Divorce With Joan McCreary
In this episode, Esther Szabo welcomes back Joan McCreary, Certified [...]
8/11/2021 – 75. Professional Organizers For People & Estates With Joan McCreary
In this episode, Esther Szabo is joined by Certified Professional [...]
7/28/2021 – 74. Be Financially Fearless With Dr. Barbara Provost
In this episode, Esther Szabo speaks with Dr. Barbara Provost, [...]
7/14/2021 – 73. The Future of Cryptocurrency With David Makman
In this episode, Esther Szabo explores the foundations of cryptocurrencies [...]
6/30/2021 – 72. How Will the Biden Tax Proposals Affect Your Personal Finances? With Michael Fujii
Learn the importance of preparing for the proposed tax changes [...]
6/16/2021 – 71. Estate Planning for Children With Special Needs With Ellen Cookman
Discover how to develop and implement a special needs trust [...]
6/02/2021 – 70. Answering Your Questions About the Economy and Market in 2021
Learn whether the markets have fully recovered from the dip [...]
5/19/2021 – Episode 69: Making the Right Retirement Home Decision — With Dr. Jim McCabe
Learn the various retirement living options available to you with [...]
5/5/2021 – Episode 68: Moving During COVID-19? Here’s What You Need to Know — With Patrice Horvath
Learn how the COVID-19 pandemic has altered the way people [...]
4/21/21 – Episode 67: Helping High Earners Effectively Strategize their Financial Futures – With Erik Schei, CFA
In this episode, learn about the HENRY (High Earners, Not [...]
4/7/21 – Episode 66: Solutions for Navigating the High Cost of College — With Nancy Paul
Discover ways you can secure your financial future while helping [...]
3/24/2021 – Episode 65: How to Give a Killer Presentation — with Kristi Royse
In this episode, Esther Szabo talks with Kristi Royse, the [...]
3/24/2021 – Episode 65: How to Give a Killer Presentation — with Kristi Royse
In this episode, Esther Szabo talks with Kristi Royse, the [...]
3/17/2021 – Episode 64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland
To help you better understand your investing behaviors, Jay Mooreland [...]
3/17/2021 – Episode 64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland
To help you better understand your investing behaviors, Jay Mooreland [...]
3/17/2021 – Episode 64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland
To help you better understand your investing behaviors, Jay Mooreland [...]
02/24/2021 – Episode 63: How to Gain Clarity Around Your Spending: Part 2 — With Alison Salisbury
To help you put together your 2021 budget, Fiscally Fit’s [...]
02/24/2021 – Episode 63: How to Gain Clarity Around Your Spending: Part 2 — With Alison Salisbury
To help you put together your 2021 budget, Fiscally Fit’s [...]
02/10/2021 – Episode 62: How to Gain Clarity Around Your Spending – With Alison Salisbury
In this episode, join Esther Szabo and Alison Salisbury, the [...]
02/10/2021 – Episode 62: How to Gain Clarity Around Your Spending – With Alison Salisbury
In this episode, join Esther Szabo and Alison Salisbury, the [...]
01/27/21 – Episode 61: Strengthen Your Decision-Making With the Enneagram: Part 2 – With Matt Schlegel
Esther Szabo is back with Matt Schlegel from Schlegel Consulting [...]
01/27/21 – Episode 61: Strengthen Your Decision-Making With the Enneagram: Part 2 – With Matt Schlegel
Esther Szabo is back with Matt Schlegel from Schlegel Consulting [...]
01/13/2021 – Episode 60: Strengthen Your Decision-Making With the Enneagram: Part 1 — With Matt Schlegel
Join Esther Szabo and Schlegel Consulting’s Matt Schlegel to explore [...]
01/13/2021 – Episode 60: Strengthen Your Decision-Making With the Enneagram: Part 1 — With Matt Schlegel
Join Esther Szabo and Schlegel Consulting’s Matt Schlegel to explore [...]
12/30/2020 – Episode 59: A Reflection on the 2020 Investing Landscape
Join Esther Szabo as she reflects on 2020 and some [...]
12/30/2020 – Episode 59: A Reflection on the 2020 Investing Landscape
Join Esther Szabo as she reflects on 2020 and some [...]
12/18/2020 – Episode 58 – Planning With Persistence
Learn why, despite the many changes and disturbances happening around [...]
12/18/2020 – Episode 58 – Planning With Persistence
Learn why, despite the many changes and disturbances happening around [...]
12/02/2020 – Episode 57 – How to Create Your Complete Financial Picture in 2021
Learn how combining the technical and personal aspects of planning [...]
12/02/2020 – Episode 57 – How to Create Your Complete Financial Picture in 2021
Learn how combining the technical and personal aspects of planning [...]
11/18/2020 – Episode 56 – Tips for Maintaining Your Physical Wellness During COVID-19 and Beyond – With Dr. Tim Haun
In this episode, Esther Szabo welcomes chiropractor and personal trainer, [...]
11/18/2020 – Episode 56 – Tips for Maintaining Your Physical Wellness During COVID-19 and Beyond – With Dr. Tim Haun
In this episode, Esther Szabo welcomes chiropractor and personal trainer, [...]
11/04/2020 – Episode 55 - How to Navigate the Medicare Maze — With Marcia Mantell
Join Esther Szabo and retirement expert Marcia Mantell to learn [...]
11/04/2020 – Episode 55 - How to Navigate the Medicare Maze — With Marcia Mantell
Join Esther Szabo and retirement expert Marcia Mantell to learn [...]
10/21/2020 – Episode 54 – Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell
Join Esther Szabo and Social Security expert Marica Mantell as [...]
10/21/2020 – Episode 54 – Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell
Join Esther Szabo and Social Security expert Marica Mantell as [...]
10/21/2020 – Episode 54 – Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell
Join Esther Szabo and Social Security expert Marica Mantell as [...]
10/07/2020 – Episode 53 — 5 Considerations for Your 2020 Year-End Planning
Prepare to to tackle your year-end planning tasks with Esther [...]
10/07/2020 – Episode 53 — 5 Considerations for Your 2020 Year-End Planning
Prepare to to tackle your year-end planning tasks with Esther [...]
10/07/2020 – Episode 53 — 5 Considerations for Your 2020 Year-End Planning
Prepare to to tackle your year-end planning tasks with Esther [...]
9/24/2020 – Episode 52 – 5 Tips for Managing the Loss of a Loved One
Join Esther Szabo as she shares her first-hand experience with [...]
9/24/2020 – Episode 52 – 5 Tips for Managing the Loss of a Loved One
Join Esther Szabo as she shares her first-hand experience with [...]
9/24/2020 – Episode 52 – 5 Tips for Managing the Loss of a Loved One
Join Esther Szabo as she shares her first-hand experience with [...]
8/26/2020 – Episode 51- How COVID-19 is Impacting Retirement Plans — With Stephen Dobrow
Join Esther Szabo and Primark Benefits’ Stephen Dobrow, ERPA, APA, [...]
8/26/2020 – Episode 51- How COVID-19 is Impacting Retirement Plans — With Stephen Dobrow
Join Esther Szabo and Primark Benefits’ Stephen Dobrow, ERPA, APA, [...]
8/26/2020 – Episode 51- How COVID-19 is Impacting Retirement Plans — With Stephen Dobrow
Join Esther Szabo and Primark Benefits’ Stephen Dobrow, ERPA, APA, [...]
8/7/2020 – Episode 50 — 5 Key Steps for Planning Your Retirement
Learn how you can better prepare for retirement with Esther [...]
8/7/2020 – Episode 50 — 5 Key Steps for Planning Your Retirement
Learn how you can better prepare for retirement with Esther [...]
8/7/2020 – Episode 50 — 5 Key Steps for Planning Your Retirement
Learn how you can better prepare for retirement with Esther [...]
8/7/2020 – Episode 50 — 5 Key Steps for Planning Your Retirement
Learn how you can better prepare for retirement with Esther [...]
7/22/2020 – Episode 49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs
Learn how effective Gates Pass Advisor’s holistic planning approach can [...]
7/22/2020 – Episode 49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs
Learn how effective Gates Pass Advisor’s holistic planning approach can [...]
7/22/2020 – Episode 49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs
Learn how effective Gates Pass Advisor’s holistic planning approach can [...]
7/22/2020 – Episode 49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs
Learn how effective Gates Pass Advisor’s holistic planning approach can [...]
7/8/2020 – Episode 48 – What Do We Do When We Don’t Know What To Do
Esther Szabo shares shares how she walked through an ‘off [...]
7/8/2020 – Episode 48 – What Do We Do When We Don’t Know What To Do
Esther Szabo shares shares how she walked through an ‘off [...]
7/8/2020 – Episode 48 – What Do We Do When We Don’t Know What To Do
Esther Szabo shares shares how she walked through an ‘off [...]
7/8/2020 – Episode 48 – What Do We Do When We Don’t Know What To Do
Esther Szabo shares shares how she walked through an ‘off [...]
6/24/2020 – Episode 47- Your 2020 Mid-Year Check-In
In this episode, join Esther Szabo to review the first [...]
6/24/2020 – Episode 47- Your 2020 Mid-Year Check-In
In this episode, join Esther Szabo to review the first [...]
6/24/2020 – Episode 47- Your 2020 Mid-Year Check-In
In this episode, join Esther Szabo to review the first [...]
6/24/2020 – Episode 47- Your 2020 Mid-Year Check-In
In this episode, join Esther Szabo to review the first [...]
6/10/2020 – Episode 46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood
Join Esther Szabo and University Investments’ Greg Osgood to explore [...]
6/10/2020 – Episode 46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood
Join Esther Szabo and University Investments’ Greg Osgood to explore [...]
6/10/2020 – Episode 46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood
Join Esther Szabo and University Investments’ Greg Osgood to explore [...]
6/10/2020 – Episode 46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood
Join Esther Szabo and University Investments’ Greg Osgood to explore [...]
5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations
Listen as Esther Szabo reveals three critical traits that will [...]
5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations
Listen as Esther Szabo reveals three critical traits that will [...]
5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations
Listen as Esther Szabo reveals three critical traits that will [...]
5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations
Listen as Esther Szabo reveals three critical traits that will [...]
5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis
Hear how planning ahead with long-term care insurance impacted Elena [...]
5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis
Hear how planning ahead with long-term care insurance impacted Elena [...]
5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis
Hear how planning ahead with long-term care insurance impacted Elena [...]
5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis
Hear how planning ahead with long-term care insurance impacted Elena [...]
05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing?
Discover the current state of the markets and its impact [...]
05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing?
Discover the current state of the markets and its impact [...]
05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing?
Discover the current state of the markets and its impact [...]
05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing?
Discover the current state of the markets and its impact [...]
04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times
Join Esther Szabo as she reveals three tips to help [...]
04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times
Join Esther Szabo as she reveals three tips to help [...]
04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times
Join Esther Szabo as she reveals three tips to help [...]
04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times
Join Esther Szabo as she reveals three tips to help [...]
04/01/2020 – Episode 41- Decision Making In Difficult Times
Hear Esther Szabo’s calming perspective on how COVID-19 is affecting [...]
04/01/2020 – Episode 41- Decision Making In Difficult Times
Hear Esther Szabo’s calming perspective on how COVID-19 is affecting [...]
04/01/2020 – Episode 41- Decision Making In Difficult Times
Hear Esther Szabo’s calming perspective on how COVID-19 is affecting [...]
04/01/2020 – Episode 41- Decision Making In Difficult Times
Hear Esther Szabo’s calming perspective on how COVID-19 is affecting [...]
SPECIAL UPDATE: COVID-19
In this special episode, we share updates on how we [...]
SPECIAL UPDATE: COVID-19
In this special episode, we share updates on how we [...]
SPECIAL UPDATE: COVID-19
In this special episode, we share updates on how we [...]
SPECIAL UPDATE: COVID-19
In this special episode, we share updates on how we [...]
SPECIAL UPDATE: COVID-19
In this special episode, we share updates on how we [...]
03/18/20 – Episode 40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein
Discover what benefits a private fiduciary can bring to you [...]
03/18/20 – Episode 40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein
Discover what benefits a private fiduciary can bring to you [...]
03/18/20 – Episode 40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein
Discover what benefits a private fiduciary can bring to you [...]
03/18/20 – Episode 40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein
Discover what benefits a private fiduciary can bring to you [...]
03/18/20 – Episode 40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein
Discover what benefits a private fiduciary can bring to you [...]
03/04/20 – Episode 39 — What to Keep in Mind This Tax Season
Navigate this tax season with Esther’s guide on what to [...]
03/04/20 – Episode 39 — What to Keep in Mind This Tax Season
Navigate this tax season with Esther’s guide on what to [...]
03/04/20 – Episode 39 — What to Keep in Mind This Tax Season
Navigate this tax season with Esther’s guide on what to [...]
03/04/20 – Episode 39 — What to Keep in Mind This Tax Season
Navigate this tax season with Esther’s guide on what to [...]
03/04/20 – Episode 39 — What to Keep in Mind This Tax Season
Navigate this tax season with Esther’s guide on what to [...]
02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference?
Join Esther Szabo and Erik Schei as they share their [...]
02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference?
Join Esther Szabo and Erik Schei as they share their [...]
02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference?
Join Esther Szabo and Erik Schei as they share their [...]
02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference?
Join Esther Szabo and Erik Schei as they share their [...]
02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference?
Join Esther Szabo and Erik Schei as they share their [...]
02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020
Gain clarity about the year ahead with Esther Szabo’s forecast [...]
02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020
Gain clarity about the year ahead with Esther Szabo’s forecast [...]
02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020
Gain clarity about the year ahead with Esther Szabo’s forecast [...]
02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020
Gain clarity about the year ahead with Esther Szabo’s forecast [...]
02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020
Gain clarity about the year ahead with Esther Szabo’s forecast [...]
01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present
Esther Szabo encourages you to consider which aspects of your [...]
01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present
Esther Szabo encourages you to consider which aspects of your [...]
01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present
Esther Szabo encourages you to consider which aspects of your [...]
01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present
Esther Szabo encourages you to consider which aspects of your [...]
01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present
Esther Szabo encourages you to consider which aspects of your [...]
01/08/20 – Episode 35 — A New Decade of Planning: How to Plan for your 2020 Vision
Make financial decisions with confidence even if beginning a new [...]
01/08/20 – Episode 35 — A New Decade of Planning: How to Plan for your 2020 Vision
Make financial decisions with confidence even if beginning a new [...]
01/08/20 – Episode 35 — A New Decade of Planning: How to Plan for your 2020 Vision
Make financial decisions with confidence even if beginning a new [...]
01/08/20 – Episode 35 — A New Decade of Planning: How to Plan for your 2020 Vision
Make financial decisions with confidence even if beginning a new [...]
12/23/19 – Episode 34 — Life Transitions and the Holidays — Help is here!
Learn helpful tips for navigating the stresses of the holiday [...]
12/23/19 – Episode 34 — Life Transitions and the Holidays — Help is here!
Learn helpful tips for navigating the stresses of the holiday [...]
12/23/19 – Episode 34 — Life Transitions and the Holidays — Help is here!
Learn helpful tips for navigating the stresses of the holiday [...]
12/23/19 – Episode 34 — Life Transitions and the Holidays — Help is here!
Learn helpful tips for navigating the stresses of the holiday [...]
12/13/19 – Episode 33 — Care for Your Finances (And You!) This Holiday Season
Learn year end financial opportunities you may not want to [...]
12/13/19 – Episode 33 — Care for Your Finances (And You!) This Holiday Season
Learn year end financial opportunities you may not want to [...]
12/13/19 – Episode 33 — Care for Your Finances (And You!) This Holiday Season
Learn year end financial opportunities you may not want to [...]
11/27/19 Episode 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 [...]
11/27/19 Episode 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 [...]
11/13/19 Episode 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 [...]
11/13/19 Episode 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 [...]
10/30/19 Episode 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. [...]
10/30/19 Episode 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. [...]
10/16/19 Episode 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 [...]
10/16/19 Episode 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 [...]
10/02/19 Episode 28 — How to Master Risk: From Economic to Personal
Whether the next recession is imminent or not, discover what [...]
10/02/19 Episode 28 — How to Master Risk: From Economic to Personal
Whether the next recession is imminent or not, discover what [...]
09/18/19 Episode 27 — How Financial Advisors Are Paid (And Why)
Discover how financial advisors charge for their services, which method [...]
09/18/19 Episode 27 — How Financial Advisors Are Paid (And Why)
Discover how financial advisors charge for their services, which method [...]
09/04/19 Episode 26 — Breaking Down Your Planning Barriers
Tune in now to learn about the strategies Esther Szabo [...]
09/04/19 Episode 26 — Breaking Down Your Planning Barriers
Tune in now to learn about the strategies Esther Szabo [...]
08/21/19 Episode 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 [...]
08/21/19 Episode 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 [...]
08/07/19 Episode 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 [...]
08/07/19 Episode 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 [...]
07/24/19 Episode 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 [...]
07/24/19 Episode 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 [...]
07/10/19 Episode 22 — How to Move Forward During Times of Stress and Uncertainty
Ever feel frozen or unsure of the right next step [...]
07/10/19 Episode 22 — How to Move Forward During Times of Stress and Uncertainty
Ever feel frozen or unsure of the right next step [...]
06/26/19 Episode 21 — Transitions with Your Aging Parent
In this episode, you’ll learn: The challenges that can come [...]
06/26/19 Episode 21 — Transitions with Your Aging Parent
In this episode, you’ll learn: The challenges that can come [...]
06/12/19 Episode 20 — Esther’s in Transition – she’s getting married!
A Certified Financial Transitionist also goes through transitions! Esther experienced [...]
06/12/19 Episode 20 — Esther’s in Transition – she’s getting married!
A Certified Financial Transitionist also goes through transitions! Esther experienced [...]
05/29/19 Episode 19 – Finding Support in Realtors When Transitioning Homes
Episode 19 With Guest Patrice Horvath For many people, moving [...]
05/29/19 Episode 19 – Finding Support in Realtors When Transitioning Homes
Episode 19 With Guest Patrice Horvath For many people, moving [...]
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
Technology has seeped into almost every corner of our everyday [...]
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
Technology has seeped into almost every corner of our everyday [...]
05/01/19 Episode 17 — What Investors Need to Know About Global Economic Conditions
Global economic conditions are weaker now compared to this time [...]
05/01/19 Episode 17 — What Investors Need to Know About Global Economic Conditions
Global economic conditions are weaker now compared to this time [...]
04/17/19 Episode 16 — Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil
At Gates Pass Advisors, Esther Szabo helps women in transition [...]
04/17/19 Episode 16 — Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil
At Gates Pass Advisors, Esther Szabo helps women in transition [...]
04/17/19 Episode 16 — Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil
At Gates Pass Advisors, Esther Szabo helps women in transition [...]
04/03/19 Episode 15 — Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil
During big life transitions, life can be stressful. That’s why [...]
04/03/19 Episode 15 — Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil
During big life transitions, life can be stressful. That’s why [...]
04/03/19 Episode 15 — Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil
During big life transitions, life can be stressful. That’s why [...]
03/27/19 Episode 14 – Secrets & Strategies of Long-Term-Care Part 2: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®
Long-term-care plans are not one-size-fits-all. But with so much to [...]
03/27/19 Episode 14 – Secrets & Strategies of Long-Term-Care Part 2: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®
Long-term-care plans are not one-size-fits-all. But with so much to [...]
03/27/19 Episode 14 – Secrets & Strategies of Long-Term-Care Part 2: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®
Long-term-care plans are not one-size-fits-all. But with so much to [...]
03/13/19 Episode 13 – Secrets & Strategies of Long-Term-Care Part 1: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®
Understanding your long-term-care insurance can be confusing and hard to [...]
03/13/19 Episode 13 – Secrets & Strategies of Long-Term-Care Part 1: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®
Understanding your long-term-care insurance can be confusing and hard to [...]
03/13/19 Episode 13 – Secrets & Strategies of Long-Term-Care Part 1: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®
Understanding your long-term-care insurance can be confusing and hard to [...]
02/17/19 Episode 12 – Five Ways to Navigate the Post-Divorce Transition
You’ve just reached a divorce settlement. Now what? In times [...]
02/17/19 Episode 12 – Five Ways to Navigate the Post-Divorce Transition
You’ve just reached a divorce settlement. Now what? In times [...]
02/17/19 Episode 12 – Five Ways to Navigate the Post-Divorce Transition
You’ve just reached a divorce settlement. Now what? In times [...]
02/13/19 Episode 11 – Life Changes Brought About by Transition
Susan Bradley, founder of the Sudden Money Institute says, “When [...]
02/13/19 Episode 11 – Life Changes Brought About by Transition
Susan Bradley, founder of the Sudden Money Institute says, “When [...]
02/13/19 Episode 11 – Life Changes Brought About by Transition
Susan Bradley, founder of the Sudden Money Institute says, “When [...]
01/30/19 Episode 10 – So You Want to Be Self-Employed?
The idea of being self-employed can be tempting for many. [...]
01/30/19 Episode 10 – So You Want to Be Self-Employed?
The idea of being self-employed can be tempting for many. [...]
01/30/19 Episode 10 – So You Want to Be Self-Employed?
The idea of being self-employed can be tempting for many. [...]
01/16/19 Episode 9 – A Six-Letter Dirty Word
The word “budget” may feel like a six-letter dirty word [...]
01/16/19 Episode 9 – A Six-Letter Dirty Word
The word “budget” may feel like a six-letter dirty word [...]
01/16/19 Episode 9 – A Six-Letter Dirty Word
The word “budget” may feel like a six-letter dirty word [...]
01/02/19 Episode 8 – How to Navigate Uncertainty: Part 2
Recent market volatility has been a source of concern [...]
01/02/19 Episode 8 – How to Navigate Uncertainty: Part 2
Recent market volatility has been a source of concern [...]
01/02/19 Episode 8 – How to Navigate Uncertainty: Part 2
Recent market volatility has been a source of concern [...]
12/19/18 Episode 7 – How to Navigate Uncertainty: Part 1
Since 2009, we’ve had a good run with the stock [...]
12/12/18 Episode 6 – Top Five Year-End Planning Considerations
As we approach the end of 2018, now is the [...]
11/21/18 Episode 5 – Don’t Let These Financial Termites Near Your Portfolio: Part 2
In part two of her mini-series on financial termites, Esther [...]
11/07/18 Episode 4 – Are You Overlooking These Financial Termites? Part 1
What are financial termites? Like their namesake, financial termites are [...]
10/24/18 Episode 3 – Proper Prior Planning Prevents Poor Performance
As Esther Szabo likes to say, proper prior planning prevents [...]
10/10/18 Episode 2 – The Advantages of Working with a Counselor Turned Financial Planner
When Esther Szabo was in her early 20s, she earned [...]
09/26/18 Episode 1 – Get to Know Esther Szabo, Founder of Gates Pass Advisors 9/26/18
In this inaugural episode of the Women and Wealth podcast, [...]
