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.

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…

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…

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…