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…

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…

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 |…

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…

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…

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…

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…

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

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…

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…