Getting There

THE FINANCIAL GOOD PLACE PODCAST

101-estherpodcast800.jpg

Where down-to-earth people go to gain clarity, comfort and confidence on their journey

122-erikpodcast800.jpg

22 — How to Move Forward During Times of Stress and Uncertainty

July 10, 2019

Ever feel frozen or unsure of the right next step to take in your financial life? Learn about a simple tool to help you move forward — at a pace …

Read More >

21 — Transitions with Your Aging Parent

June 26, 2019

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 …

Read More >

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

June 12, 2019

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. …

Read More >

19 – Finding Support in Realtors When Transitioning Homes

May 29, 2019

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 …

Read More >

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

May 15, 2019

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 and connections to time …

Read More >

17 — What Investors Need to Know About Global Economic Conditions

May 1, 2019

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 …

Read More >

Copyright © 2022 Gates Pass Advisors

Gates Pass Advisors, LLC is an investment advisor registered with the State of California. Investment advice is only offered in jurisdictions where we are registered, exempt, or excluded from such requirements and this website should not be construed as a solicitation to provide advisory services in any 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.