Category Archives: Uncategorized

Episode 31 — Solve Your Divorce Puzzle With Forensic Accounting: Part 1 — With Irina Anissimova, CPA, CFF

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 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

Episode 30 — Key Items to Address With Estate Planning Attorney E.J. Hong: Part 2

Episode 30 — Key Items to Address With Estate Planning Attorney E.J. Hong: Part 2

0.75x 1x 1.25x 1.5x 2x 0:0029:47 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. 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,… Continue Reading

Episode 29 — Protect Your Family and Your Future – Estate Planning — With E.J. Hong: Part 1

Episode 29 — Protect Your Family and Your Future – Estate Planning — With E.J. Hong: Part 1

0.75x 1x 1.25x 1.5x 2x 0:0030:31 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 decisions.  E.J. Hong, a Certified Specialist in Estate Planning, Trust, and Probate Law helps women in transition protect themselves with strategic… Continue Reading

Episode 28 — How to Master Risk: From Economic to Personal

Episode 28 — How to Master Risk: From Economic to Personal

0.75x 1x 1.25x 1.5x 2x 0:0030:07 Episode 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 Continue Reading

Episode 26 — Breaking Down Your Planning Barriers

Episode 26 — Breaking Down Your Planning Barriers

0.75x 1x 1.25x 1.5x 2x 0:0030:46 Episode 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… Continue Reading

Episode 25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know

Episode 25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know

0.75x 1x 1.25x 1.5x 2x 0:0028:01 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 requests for “quick fixes” from clients who don’t want to receive a full range of services Discover what you need to know… Continue Reading

Episode 24 —Contemplating Divorce?  This is a must listen episode!   — With Guest, Karen D. Sparks, CDFA™, J.D.

Episode 24 —Contemplating Divorce? This is a must listen episode! — With Guest, Karen D. Sparks, CDFA™, J.D.

0.75x 1x 1.25x 1.5x 2x 0:0033:47 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 to: Understand the financial impact and legal process of divorce before your move forward Plan well for this challenging transition  Focus… Continue Reading

Episode 23 —Gates Pass is Growing!  Providing what Women Need to Find Clarity During Transitions — With Erik Schei 

Episode 23 —Gates Pass is Growing!  Providing what Women Need to Find Clarity During Transitions — With Erik Schei 

0.75x 1x 1.25x 1.5x 2x 0:0032:12 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 hired Chartered Financial Analyst®, Erik Schei! And why our investment expertise provides more than portfolio management services to our clients… Continue Reading

Episode 20 — Esther’s in Transition – she’s getting married!

Episode 20 — Esther’s in Transition – she’s getting married!

0.75x 1x 1.25x 1.5x 2x 0:0029:02 Episode 20 — Esther’s in Transition – she’s getting married! A Certified Financial Transitionist also goes through transitions!   Esther experienced a very deep loss when she became a widow in 2014. Now she looks forward to remarrying later in 2019.   She uses her own experience to describe which… Continue Reading

Episode 19 – Finding Support in Realtors When Transitioning Homes

Episode 19 – Finding Support in Realtors When Transitioning Homes

0.75x 1x 1.25x 1.5x 2x 0:0027:55 Episode 19 – Finding Support in Realtors When Transitioning Homes Episode 19  With Guest Patrice Horvath For many people, moving houses is a big transition and can be an overwhelming experience. That’s why it’s important to consider who you will team up with to help you navigate this transition.… Continue Reading

Episode 18 — Technology is Great—How Effective is it for Personal Financial Planning? What I Discovered From Testing out Online Financial Planning Tools

Episode 18 — Technology is Great—How Effective is it for Personal Financial Planning? What I Discovered From Testing out Online Financial Planning Tools

0.75x 1x 1.25x 1.5x 2x 0:0031:24 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 lives, including our financial planning. Most of us feel a bit anxious if our cell phones… Continue Reading

Episode 16 — Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil

Episode 16 — Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil

0.75x 1x 1.25x 1.5x 2x 0:0029:05 Episode 16 — Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil At Gates Pass Advisors, Esther Szabo helps women in transition establish a firm financial footing so they can move forward with confidence and ease. But getting through a transition successful doesn’t just depend on the… Continue Reading

Episode 15 — Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil

Episode 15 — Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil

0.75x 1x 1.25x 1.5x 2x 0:0029:35 Episode 15 — Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil During big life transitions, life can be stressful. That’s why Esther Szabo is an advocate for surrounding yourself with a network of support to ease the burden of big life changes. Today, Esther enlists the… Continue Reading

Episode 14 – Secrets & Strategies of Long-Term-Care Part 2: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®

Episode 14 – Secrets & Strategies of Long-Term-Care Part 2: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®

0.75x 1x 1.25x 1.5x 2x 0:0032:23 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 consider when choosing a plan, how can you know which options are best suited for your needs? In part two… Continue Reading

Episode 13 – Secrets & Strategies of Long-Term-Care Part 1: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®

Episode 13 – Secrets & Strategies of Long-Term-Care Part 1: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®

0.75x 1x 1.25x 1.5x 2x 0:0026:01 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 keep up with when you consider the industry’s ever-changing structure, bad reputation, and rising rates. Today, Esther Szabo joins licensed… Continue Reading

Episode 12 – Five Ways to Navigate the Post-Divorce Transition

Episode 12 – Five Ways to Navigate the Post-Divorce Transition

0.75x 1x 1.25x 1.5x 2x 0:0028:32 Episode 12 – Five Ways to Navigate the Post-Divorce Transition You’ve just reached a divorce settlement. Now what? In times like these, many people don’t consider reaching out to a financial advisor—but professionals like Esther Szabo can be of tremendous help to women who’ve experienced big life transitions, like… Continue Reading

Episode 11 – Life Changes Brought About by Transition

Episode 11 – Life Changes Brought About by Transition

0.75x 1x 1.25x 1.5x 2x 0:0028:31 Episode 11 – Life Changes Brought About by Transition Susan Bradley, founder of the Sudden Money Institute says, “When life changes, money changes. And when money changes, life changes.” Having experienced significant life changes herself, Esther Szabo knows firsthand how life changes affect not only your everyday life, but… Continue Reading

Episode 5 – Don’t Let These Financial Termites Near Your Portfolio: Part 2

Episode 5 – Don’t Let These Financial Termites Near Your Portfolio: Part 2

0.75x 1x 1.25x 1.5x 2x 0:0023:31 Episode 5 – Don’t Let These Financial Termites Near Your Portfolio: Part 2 In part two of her mini-series on financial termites, Esther Szabo explores a specific area that financial termites could damage—your investment experience. While no one can control the stock market, Esther believes you can control your… Continue Reading

Episode 4 – Are You Overlooking These Financial Termites? Part 1

Episode 4 – Are You Overlooking These Financial Termites? Part 1

0.75x 1x 1.25x 1.5x 2x 0:0026:03 Episode 4 – Are You Overlooking These Financial Termites? Part 1 What are financial termites? Like their namesake, financial termites are easy to miss and are issues that chew away at your financial foundation. These termites chew little by little, until the day their destruction becomes obvious. Today, Esther… Continue Reading

Episode 3 – Proper Prior Planning Prevents Poor Performance

Episode 3 – Proper Prior Planning Prevents Poor Performance

0.75x 1x 1.25x 1.5x 2x 0:0028:52 Episode 3 – Proper Prior Planning Prevents Poor Performance As Esther Szabo likes to say, proper prior planning prevents poor performance. In today’s episode, Esther and Aric Johnson discuss the basis of Esther’s financial planning services at Gates Pass Advisors and how she helps clients build a solid financial… Continue Reading

Episode 2 – The Advantages of Working with a Counselor Turned Financial Planner

Episode 2 – The Advantages of Working with a Counselor Turned Financial Planner

0.75x 1x 1.25x 1.5x 2x 0:0020:06 Episode 2 – The Advantages of Working with a Counselor Turned Financial Planner When Esther Szabo was in her early 20s, she earned an associate degree in social services. She hoped to become a counselor.   At the time, Esther never imagined that she’d use her counseling skills every… Continue Reading

Episode 1 – Get to Know Esther Szabo, Founder of Gates Pass Advisors

Episode 1 – Get to Know Esther Szabo, Founder of Gates Pass Advisors

0.75x 1x 1.25x 1.5x 2x 0:0029:19 Episode 1 – Get to Know Esther Szabo, Founder of Gates Pass Advisors In this inaugural episode of the Women and Wealth podcast, you’ll learn all about Esther, founder of Gates Pass Advisors. After enduring several challenges in her life, she has found her passion in helping others, specifically… Continue Reading

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