Category Archives: Uncategorized

7/22/2020 – Episode 49 — How Holistic Planning Can Guide You Through 2020’s Ups and Downs

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 be, and why it is needed now more than ever Learn investment insight and the importance of personalized portfolio management when navigating COVID-19   Gates Pass Advisors | esther@gatespassadvisors.com

7/8/2020 – Episode 48 – What We Do When We Don’t Know What To Do

7/8/2020 – Episode 48 – What We Do When We Don’t Know What To Do

0.75x 1x 1.25x 1.5x 2x 0:0029:54 7/8/2020 – Episode 48 – What We Do When We Don’t Know What To Do Esther Szabo shares how she walked through an ‘off the charts’ uncontrollable experience and how she applies that knowledge to navigating today’s pandemic. Discover how markets have changed during this crisis and how it… Continue Reading

6/10/2020 – Episode 46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood

6/10/2020 – Episode 46 — How has COVID-19 Impacted the Mortgage Industry? — With Greg Osgood

0.75x 1x 1.25x 1.5x 2x 0:0031:21 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 COVID-19’s impact on the mortgage industry Discover tips for managing your mortgage during this time of uncertainty and ways you can stick to… Continue Reading

5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations

5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations

0.75x 1x 1.25x 1.5x 2x 0:0034:03 5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations Listen as Esther Szabo reveals three critical traits that will help you navigate times of stress and uncertainty Discover the reality many are experiencing during this time of increased unemployment and market volatility— and how Esther is advising her… Continue Reading

5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis

5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis

0.75x 1x 1.25x 1.5x 2x 0:0031:55 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 Smirnov-Otis’ experience with transition when her husband was suddenly diagnosed with an incurable chronic illness at age 60. Learn Elena’s words of advice,… Continue Reading

05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing?

05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing?

0.75x 1x 1.25x 1.5x 2x 0:0031:48 05/01/2020 Episode 43- COVID-19 Investor Update: What Should you be Doing? Discover the current state of the markets and its impact on society Learn three tips for navigating these uncertain times so you can make solid, informed decisions Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode… Continue Reading

04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times

04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times

0.75x 1x 1.25x 1.5x 2x 0:0028:14 04/17/2020 – Episode 42 – 3 Tips for Navigating Challenging Times Join Esther Szabo as she reveals three tips to help you navigate these uncertain times. Discover a variety of supporting actions to incorporate into your daily life during self-isolation and how these actions allow you to be your… Continue Reading

04/01/2020 – Episode 41- Decision Making In Difficult Times

04/01/2020 – Episode 41- Decision Making In Difficult Times

0.75x 1x 1.25x 1.5x 2x 0:0028:44 04/01/2020 – Episode 41- Decision Making In Difficult Times Hear Esther Szabo’s calming perspective on how COVID-19 is affecting the financial industry and individuals alike Learn key ways Esther is advising clients during this time of transition to guide them both technically and personally.    Gates Pass Advisors |… Continue Reading

SPECIAL UPDATE: COVID-19

SPECIAL UPDATE: COVID-19

0.75x 1x 1.25x 1.5x 2x 0:0010:36 SPECIAL UPDATE: COVID-19 In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. Tune in now to learn how the markets are being affected and… Continue Reading

03/18/20 – Episode 40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein

03/18/20 – Episode 40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein

0.75x 1x 1.25x 1.5x 2x 0:0028:54 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 during times of transition  Hear real-life stories from private fiduciary and estate planning lawyer Barry W. Finkelstein on how… Continue Reading

02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference?

02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference?

0.75x 1x 1.25x 1.5x 2x 0:0029:30 02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference? Join Esther Szabo and Erik Schei as they share their experience in the financial services industry and the challenge to consumers as they look to select an advisor Discover what to consider when interviewing advisors —… Continue Reading

02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020

02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020

0.75x 1x 1.25x 1.5x 2x 0:0036:07 02/05/20 – Episode 37 – Looking Ahead With Clarity: 5 Predictions for 2020 Gain clarity about the year ahead with Esther Szabo’s forecast for 2020 Discover how sticking to your plan can help you navigate your finances in a more positive, enjoyable way this year. Resources:  Gates Pass Advisors… Continue Reading

01/22/20 – Episode 36 —  Lessons for 2020: Reflecting on the Past to Inform the Present

01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present

0.75x 1x 1.25x 1.5x 2x 0:0033:25 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 financial life were out of your control last year  – and decade – which aspect you could, and what actions to take moving… Continue Reading

01/08/20 – Episode 35 — A New Decade of Planning: How to Plan for your 2020 Vision

01/08/20 – Episode 35 — A New Decade of Planning: How to Plan for your 2020 Vision

0.75x 1x 1.25x 1.5x 2x 0:0030:44 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 phase Tactical changes to portfolios Gates Pass Advisors is making  Discover the importance of incorporating your personal touchstone into your financial plan… Continue Reading

12/23/19 – Episode 34 — Life Transitions and the Holidays — Help is here!

12/23/19 – Episode 34 — Life Transitions and the Holidays — Help is here!

0.75x 1x 1.25x 1.5x 2x 0:0039:37 12/23/19 – Episode 34 — Life Transitions and the Holidays — Help is here! Learn helpful tips for navigating the stresses of the holiday season, especially during times of transition. Discover how a Certified Financial Transitionist®, like Esther Szabo,  supports making the best decisions for you    Resources: Gates Pass… Continue Reading

12/13/19 – Episode 33 — Care for Your Finances (And You!) This Holiday Season

12/13/19 – Episode 33 — Care for Your Finances (And You!) This Holiday Season

0.75x 1x 1.25x 1.5x 2x 0:0030:14 12/13/19 – Episode 33 — Care for Your Finances (And You!) This Holiday Season Learn year end financial opportunities you may not want to miss to confidently enter the New Year. Hear practical suggestions for self-care during transition and the holidays  Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Episode… Continue Reading

11/27/19 Episode 32 — Solving Your Divorce Puzzle With Forensic Accounting: Part 2 — With Irina Anissimova, CPA, CFF

11/27/19 Episode 32 — Solving Your Divorce Puzzle With Forensic Accounting: Part 2 — With Irina Anissimova, CPA, CFF

0.75x 1x 1.25x 1.5x 2x 0:0031:09 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 and child support during the divorce process Learn what needs to be considered when a business is involved in the… Continue Reading

11/13/19 Episode 31 — Solve Your Divorce Puzzle With Forensic Accounting: Part 1 — With Irina Anissimova, CPA, CFF

11/13/19 Episode 31 — Solve Your Divorce Puzzle With Forensic Accounting: Part 1 — With Irina Anissimova, CPA, CFF

0.75x 1x 1.25x 1.5x 2x 0:0030:46 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 and solve your divorce case Discover why women in particular need to become more educated about divorce and which professionals… Continue Reading

10/30/19 Episode 30 — Key Items to Address With Estate Planning Attorney E.J. Hong: Part 2

10/30/19 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 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. Hear about a surprising case that EJ handled that brought the fire department on scene! Estate planning considerations during life’s transitions such as… Continue Reading

10/16/19 Episode 29 — Protect Your Family and Your Future – Estate Planning — With E.J. Hong: Part 1

10/16/19 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 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 decisions.  E.J. Hong, a Certified Specialist in Estate Planning, Trust, and Probate Law helps women in transition protect themselves with… Continue Reading

10/2/19 Episode 28 — How to Master Risk: From Economic to Personal

10/2/19 Episode 28 — How to Master Risk: From Economic to Personal

0.75x 1x 1.25x 1.5x 2x 0:0030:07 10/2/19 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

9/18/19 Episode 27 — How Financial Advisors Are Paid (And Why)

9/18/19 Episode 27 — How Financial Advisors Are Paid (And Why)

0.75x 1x 1.25x 1.5x 2x 0:0031:24 9/18/19 Episode 27 — How Financial Advisors Are Paid (And Why) Discover how financial advisors charge for their services, which method Gates Pass Advisor chooses — and why Tune in now and get clarity on how Gates Pass’s planning method goes hand-in-hand with how they charge clients, along with… Continue Reading

9/4/19 Episode 26 — Breaking Down Your Planning Barriers

9/4/19 Episode 26 — Breaking Down Your Planning Barriers

0.75x 1x 1.25x 1.5x 2x 0:0030:46 9/4/19 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… Continue Reading

8/21/19 Episode 25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know

8/21/19 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 8/21/19 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 requests for “quick fixes” from clients who don’t want to receive a full range of services Discover what you need to… Continue Reading

8/7/19 Episode 24 —Contemplating Divorce?  This is a must listen episode!   — With Guest, Karen D. Sparks, CDFA™, J.D.

8/7/19 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 8/7/19 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 to: Understand the financial impact and legal process of divorce before your move forward Plan well for this challenging transition … Continue Reading

7/24/19 Episode 23 —Gates Pass is Growing!  Providing what Women Need to Find Clarity During Transitions — With Erik Schei 

7/24/19 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 7/24/19 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 hired Chartered Financial Analyst®, Erik Schei! And why our investment expertise provides more than portfolio management services to our… Continue Reading

6/26/19 Episode 21 — Transitions with Your Aging Parent

6/26/19 Episode 21 — Transitions with Your Aging Parent

0.75x 1x 1.25x 1.5x 2x 0:0035:07 6/26/19 Episode 21 — Transitions with Your Aging Parent In this episode, you’ll learn: The challenges that can come with navigating a parent’s financial situation Why it’s important for your parents to keep some of their assets for themselves The stages of transition that can come with cognitive decline… Continue Reading

6/12/19 Episode 20 — Esther’s in Transition – she’s getting married!

6/12/19 Episode 20 — Esther’s in Transition – she’s getting married!

0.75x 1x 1.25x 1.5x 2x 0:0029:02 6/12/19 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… Continue Reading

5/29/19 Episode 19 – Finding Support in Realtors When Transitioning Homes

5/29/19 Episode 19 – Finding Support in Realtors When Transitioning Homes

0.75x 1x 1.25x 1.5x 2x 0:0027:55 5/29/19 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… Continue Reading

5/15/19 Episode 18 — Technology is Great—How Effective is it for Personal Financial Planning? What I Discovered From Testing out Online Financial Planning Tools

5/15/19 Episode 18 — Technology is Great—How Effective is it for Personal Financial Planning? What I Discovered From Testing out Online Financial Planning Tools

0.75x 1x 1.25x 1.5x 2x 0:0031:24 5/15/19 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 lives, including our financial planning. Most of us feel a bit anxious if our cell… Continue Reading

5/5/19 Episode 17 — What Investors Need to Know About Global Economic Conditions

5/5/19 Episode 17 — What Investors Need to Know About Global Economic Conditions

0.75x 1x 1.25x 1.5x 2x 0:0029:02 5/5/19 Episode 17 — What Investors Need to Know About Global Economic Conditions Global economic conditions are weaker now compared to this time last year. As an investor, what does this mean for you?  Should you be making changes? Today, Esther Szabo is here to help you make sense… Continue Reading

4/17/19 Episode 16 — Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil

4/17/19 Episode 16 — Navigating Transition Through Nutrition: Part 2 — With Guest Anasuya Basil

0.75x 1x 1.25x 1.5x 2x 0:0029:05 4/17/19 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… Continue Reading

4/3/19 Episode 15 — Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil

4/3/19 Episode 15 — Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil

0.75x 1x 1.25x 1.5x 2x 0:0029:35 4/3/19 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… Continue Reading

3/27/19 Episode 14 – Secrets & Strategies of Long-Term-Care Part 2: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®

3/27/19 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 3/27/19 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 consider when choosing a plan, how can you know which options are best suited for your needs? In part… Continue Reading

3/13/19 Episode 13 – Secrets & Strategies of Long-Term-Care Part 1: Surviving a Changing Environment—With Guest Kirk Dryden, CLU®, ChFC®

3/13/19 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 3/13/19 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 keep up with when you consider the industry’s ever-changing structure, bad reputation, and rising rates. Today, Esther Szabo joins… Continue Reading

2/27/19 Episode 12 – Five Ways to Navigate the Post-Divorce Transition

2/27/19 Episode 12 – Five Ways to Navigate the Post-Divorce Transition

0.75x 1x 1.25x 1.5x 2x 0:0028:32 2/27/19 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,… Continue Reading

2/13/19 Episode 11 – Life Changes Brought About by Transition

2/13/19 Episode 11 – Life Changes Brought About by Transition

0.75x 1x 1.25x 1.5x 2x 0:0028:31 2/13/19 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,… Continue Reading

12/19/18 Episode 7 – How to Navigate Uncertainty: Part 1

12/19/18 Episode 7 – How to Navigate Uncertainty: Part 1

0.75x 1x 1.25x 1.5x 2x 0:0024:15 12/19/18 Episode 7 – How to Navigate Uncertainty: Part 1 Since 2009, we’ve had a good run with the stock market. But chances are, this strong streak won’t last much longer. Women who are experiencing financial transitions in addition to a precarious stock market often endure feelings of uncertainty.… Continue Reading

12/12/18 Episode 6 – Top Five Year-End Planning Considerations

12/12/18 Episode 6 – Top Five Year-End Planning Considerations

0.75x 1x 1.25x 1.5x 2x 0:0027:07 12/12/18 Episode 6 – Top Five Year-End Planning Considerations As we approach the end of 2018, now is the perfect time to start thinking about some important year-end financial planning decisions and to begin looking ahead at what’s to come in 2019. In today’s episode, Esther Szabo shares her… Continue Reading

11/21/18 Episode 5 – Don’t Let These Financial Termites Near Your Portfolio: Part 2

11/21/18 Episode 5 – Don’t Let These Financial Termites Near Your Portfolio: Part 2

0.75x 1x 1.25x 1.5x 2x 0:0023:31 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 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… Continue Reading

11/7/18 Episode 4 – Are You Overlooking These Financial Termites? Part 1

11/7/18 Episode 4 – Are You Overlooking These Financial Termites? Part 1

0.75x 1x 1.25x 1.5x 2x 0:0026:03 11/7/18 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,… Continue Reading

10/24/18 Episode 3 – Proper Prior Planning Prevents Poor Performance

10/24/18 Episode 3 – Proper Prior Planning Prevents Poor Performance

0.75x 1x 1.25x 1.5x 2x 0:0028:52 10/24/18 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… Continue Reading

10/10/18 Episode 2 – The Advantages of Working with a Counselor Turned Financial Planner

10/10/18 Episode 2 – The Advantages of Working with a Counselor Turned Financial Planner

0.75x 1x 1.25x 1.5x 2x 0:0020:06 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 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… Continue Reading

9/26/18 Episode 1 – Get to Know Esther Szabo, Founder of Gates Pass Advisors

9/26/18 Episode 1 – Get to Know Esther Szabo, Founder of Gates Pass Advisors

0.75x 1x 1.25x 1.5x 2x 0:0029:19 9/26/18 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,… Continue Reading

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