Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
From:
YOUR GATES PASS
PERSONAL FINANCIAL GUIDES
Five Years Later:
7 SURPRISING COLLEGE PLANNING TIPS!
What We Learned From Dr. Nancy Paul
Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately …
Read More >
MOVING FORWARD IN UNCERTAIN TIMES
An Economic Downturn is an Ideal Time to Explore Your Financial Options
Many people are experiencing a heightened sense of uncertainty this year. The most obvious reason for this is the increase in consumer prices… or inflation. How many of your recent …
Read More >
SUDDEN MONEY INSIGHTS PODCAST
Esther Szabo Invited as Guest Speaker
Gates Pass Advisor’s own Esther Szabo, CeFT® is a guest on the May 24 episode of the “Sudden Money Insights” podcast. In this episode, Esther shares with host, Susan Bradley, the …
Read More >
VIDEO: Behavioral Finance – Attention Allocation
Behavioral Finance Video by Jay Mooreland, MS, CFP® ATTENTION ALLOCATION You may be familiar with the term asset allocation, which is how we divide up our assets (stocks, bonds, cash …
Read More >Check out our Getting There Podcasts
Share This Post, Choose Your Platform!
Copyright © 2025 Gates Pass Advisors
Investment advice is only offered in jurisdictions where Gates Pass Advisors, LLC is registered, exempt, or excluded from such requirements. This website should not be construed as a solicitation to provide advisory services in other jurisdictions.
The information, opinions, statements, and links (collectively, “Content”) appearing on this website or contained in the “Getting There Podcast” (“Podcast”) have been obtained from or are based upon information obtained from sources which we believe to be reliable, however, we do not warrant or guarantee the timeliness or accuracy of any such information. The Content appearing on this website and in the Podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions and statements expressed by any guest on the Podcast are solely their own opinions, and do not necessarily reflect the firm’s views. The appearance of any guest on the Podcast should not be construed as an endorsement or testimonial with respect to our firm, our personnel, or our advisory services. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear.