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…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
66. Solutions for Navigating the High Cost of College — With Nancy Paul
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…
65. How to Give a Killer Presentation — with Kristi Royse
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…
64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland
To help you better understand your investing behaviors, Jay Mooreland joins Esther Szabo to discuss ways he helps investors understand how biases influence their investment decisions. Jay highlights ways you can tune-in to your behaviors and learn from past mistakes to improve future financial decisions. Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s…
63. How to Gain Clarity Around Your Spending: Part 2 — With Alison Salisbury
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
62. How to Gain Clarity Around Your Spending – With Alison Salisbury
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…
61. Strengthen Your Decision-Making With the Enneagram: Part 2 – With Matt Schlegel
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…
60. Strengthen Your Decision-Making With the Enneagram: Part 1 — With Matt Schlegel
Join Esther Szabo and Schlegel Consulting’s Matt Schlegel to explore how the Enneagram can be used as an effective tool for approaching money and financial decisions. Learn practical tips for ways you can start implementing this decision-making style today! Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Connect with Esther Szabo on LinkedIn | Connect…
59. A Reflection on the 2020 Investing Landscape
Join Esther Szabo as she reflects on 2020 and some of the lessons it has taught us as investors Reviews financial and investment complexities we’ve faced this year and looks at the factors that affect the first quarter and into the second quarter of 2021 Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s…
58. Planning With Persistence
Learn why, despite the many changes and disturbances happening around the world, it’s always best to plan around what is within your reach Discover how a persistent and ongoing planning process can help you during times of uncertainty and transition Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn