Women and Wealth

Financial planning is all about goal achievement. However, the ability to attain one's desired goals can be limited by one's mindset and habits.  In this episode, Esther Szabo is joined once more by Lela Meinke, founder of Serenity Cards and Coaching. Lela reveals five common hurdles people face when planning and articulating goals and shares … Continue reading 87. 5 Obstacles That Could be Preventing You From Achieving Your Goals with Lela Meinke →

Inflation, geopolitical issues and impending interest rate increases are impacting the markets. In this episode, Esther Szabo and Erik Schei will discuss why the market has become increasingly volatile. Their overview digs into the impact of the ongoing supply chain disruption on inflation, Federal Reserve strategy, what to expect in 2022, and how to maintain … Continue reading 86. Market Volatility In 2022 with Erik Schei, CFA →

All financial plans are built around goals. Goals can be exciting, and they can be intimidating. It can actually be challenging to articulate what one really wants, and then commit to move forward, despite setbacks that may arise. In this episode, Esther Szabo is joined by Lela Meinke, founder of Serenity Cards & Coaching. Lela … Continue reading 85. Articulate and Achieve Your Goals with Lela Meinke →

Esther Szabo and Erik Schei look back at the questions clients wanted the answer to in 2021 and discuss financial planning trends moving into 2022 They discuss some of the themes they noticed and the pandemic's impact on political, investment, and societal events

Esther Szabo addresses successfully navigating grief during the holidays. Esther shares her and her clients' tips and experiences of getting through this challenging time of year and to the other side.

Esther Szabo and her associate Erik Schei discuss personal insurance options provided by employers and private companies. They reveal the potential benefits and disadvantages of each and what you need to consider when selecting the best options for yourself.

Esther Szabo is joined by Andrea Roth, an independent art appraiser accredited by the American Society of Appraisers, to discuss the role of art appraisal within estate planning. Andrea shares her experience as an appraiser, how she determines the value of a piece and the role of authenticators within her work

Esther Szabo welcomes Derry Wisnom of Risk Strategy Company to discuss home protection through insurance broker and how you can customize your plan to fit your needs Derry reveals the importance of umbrella insurance in the event of an accident or natural disaster

Esther Szabo is joined by Paul Seabrook, founder and attorney at Seabrook Law Offices, to discuss the potential complexities of divorce on the parties involved and their children. Paul details how to navigate a complex divorce, explaining why you should push for a settlement wherever possible, and avoid disparaging the other party to minimize damage … Continue reading 79. Navigating the Complexities of Divorce with Children With Paul Seabrook →

In this episode, Robert Meckstroth discusses how he helps advisors focus on clients while his company focuses solely on investment strategies and portfolio planning. Learn about different types of investors and the importance of tailoring a client's portfolio to their risk level and what stage of life they're in.

Everyone knows age 65 = Medicare. But the many decisions to make about coverage and plans often catches people by surprise. In this episode, Esther Szabo is joined by Susan Lucas, a licensed insurance agent specializing in Medicare education and benefits with My Insurance Solutions Inc. Susan discusses when to start planning for coverage, the … Continue reading 77. Taking Care Of Medicare With Susan Lucas →

In this episode, Esther Szabo welcomes back Joan McCreary, Certified Professional Organizer® and hoarding specialist at JMPO Estate and Home Organizing, to discuss Joan's experience helping couples and individuals navigating property division through divorce. Joan shares her expertise, and details how organizers can help clients navigate the emotional experience of dividing their belongings and separating … Continue reading 8/25/2021 -76. How Professional Organizers Help Couples Navigate Through Divorce With Joan McCreary →

In this episode, Esther Szabo is joined by Certified Professional Organizer® Joan McCreary, to discuss how professional organizers get to know their clients' habits, goals and life transitions to sort through the clutter.  Joan details how she navigates the organization process through a variety of scenarios, including estate closings and general organization needs.

In this episode, Esther Szabo speaks with Dr. Barbara Provost, founder of Purse Strings, to discuss ways women can become financially fearless. Barbara shares her insight about why women have historically been underrepresented in the financial world, and steps they can take to gain control over their financial future.

In this episode, Esther Szabo explores the foundations of cryptocurrencies with IP and Technology attorney David Makman. Esther and David discuss the potential implications of cryptocurrencies, including how they are challenging the value and definition of the dollar, and impact for investors Connect With David Makman: david@makmanlaw.com  (650) 242-1560 Makman Law David Makman's Linkedin Connect … Continue reading 7/14/2021 – 73. The Future of Cryptocurrency With David Makman →

Learn the importance of preparing for the proposed tax changes under the Biden Administration in this episode with Michael Fujii, partner at Johanson & Yau Accountancy Corporation. Hear how to efficiently plan for these changes, including changes to income tax brackets, capital gains taxes and the removal of the step up in basis.  Connect With … Continue reading 6/30/2021 – 72. How Will the Biden Tax Proposals Affect Your Personal Finances? With Michael Fujii →

Discover how to develop and implement a special needs trust with guest Ellen Cookman, JD, LLM, certified specialist in estate planning, trust and probate law at Cookman Law, PC. Ellen explains the importance of flexibility for those who implement a special needs trust within their overall plan, as well as details the tax exemption available … Continue reading 6/16/2021 – 71. Estate Planning for Children With Special Needs With Ellen Cookman →

Learn whether the markets have fully recovered from the dip they took through 2020 as Esther Szabo describes the current markets compared to last year. Discover what has changed and what you can expect from the market as normalcy continues to return after the COVID-19 pandemic. Resources:  Current Market News Webinar Registration: Gates Pass Advisors … Continue reading 6/02/2021 – 70. Answering Your Questions About the Economy and Market in 2021 →

Learn the various retirement living options available to you with Dr. Jim McCabe, president of ElderCare Resources. Jim shares his insight about retirement living options, including why it’s so important for retirees to consider social interactions and relationships.  Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Dr. Jim McCabe’s LinkedIn | … Continue reading 5/19/2021 – Episode 69 – Making the Right Retirement Home Decision — With Dr. Jim McCabe →

Learn how the COVID-19 pandemic has altered the way people in the United States are purchasing and selling homes in this informative episode with realtor Illuminate Properties founder, Patrice Horvath.  Patrice shares the special considerations movers and sellers must keep in mind due to the COVID-19 pandemic and shares her journey and growth as a … Continue reading 5/5/2021 – Episode 68: Moving During COVID-19? Here’s What You Need to Know — With Patrice Horvath →

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 … Continue reading 4/21/21 – Episode 67: Helping High Earners Effectively Strategize their Financial Futures – With Erik Schei, CFA →

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 … Continue reading 4/7/21 – Episode 66: Solutions for Navigating the High Cost of College — With Nancy Paul →

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 … Continue reading 3/24/2021 – Episode 65: How to Give a Killer Presentation — with Kristi Royse →

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 … Continue reading Episode 64: Behavioral Finance and the Psychology of Investing — With Jay Mooreland →

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 

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 … Continue reading 02/10/2021 – Episode 62: How to Gain Clarity Around Your Spending – With Alison Salisbury →

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 … Continue reading 01/27/21 – Episode 61: Strengthen Your Decision-Making With the Enneagram: Part 2 – 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 … Continue reading 01/13/2021 – Episode 60: Strengthen Your Decision-Making With the Enneagram: Part 1 — With Matt Schlegel →

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 … Continue reading 12/30/2020 – Episode 59: A Reflection on the 2020 Investing Landscape →

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  

Learn how combining the technical and personal aspects of planning provides you a complete financial picture in 2021 Discover which areas of your finances to focus on to increase your financial confidence Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 53 – 5 Considerations for Your 2020 Year-End Planning

In this episode, Esther Szabo welcomes chiropractor and personal trainer, Dr. Tim Haun to help you navigate your physical wellness during times of transition and uncertainty.  Dr. Haun shares actionable tips for maintaining your physical health during life’s ups and down — and while working from home. Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | … Continue reading 11/18/2020 – Episode 56 – Tips for Maintaining Your Physical Wellness During COVID-19 and Beyond – With Dr. Tim Haun →

Join Esther Szabo and retirement expert Marcia Mantell to learn everything you need to know about navigating the Medicare maze Learn the hidden nuances of when and how to use Medicare and useful resources for increasing your Medicare knowledge Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 54: Do’s and … Continue reading 11/04/2020 – Episode‌ ‌55‌ ‌-‌ ‌How‌ ‌to‌ ‌Navigate‌ ‌the‌ ‌Medicare‌ ‌Maze‌ ‌—‌ ‌With‌ ‌Marcia‌ ‌Mantell‌ ‌ →

Join Esther Szabo and Social Security expert Marica Mantell as they discuss important important considerations and highlight why proactive planning is important –especially for women Discover what women need to know when making Social Security decisions so they can can maximize their benefits Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | … Continue reading 10/21/2020 – Episode 54 – Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell →

Prepare to to tackle your year-end planning tasks with Esther Szabo’s list of the 5 things you should think about as you plan for your transition into 2021 Discover the impact the election, COVID-19, and holiday season could bring to your financial plan — and how to plan accordingly Gates Pass Advisors: (650) 797-0280 | … Continue reading 10/07/2020 – Episode 53 — 5 Considerations for Your 2020 Year-End Planning →

Join Esther Szabo as she shares her first-hand experience with transition after the passing of her mother on August 30, 2020 Discover emotional and financial tips that everyone should know when managing the loss of a loved one Esther Szabo | Gates Pass Advisors 

Join Esther Szabo and Primark Benefits’ Stephen Dobrow, ERPA, APA, CPC to explore the Coronavirus’ impact on retirement plans  Discover what relief options are available to help you navigate this time and what key considerations you should keep in mind around your retirement plans Gates Pass Advisors | Primark Benefits

Learn how you can better prepare for retirement with Esther Szabo’s five key retirement planning steps.  Discover important planning areas that can often be overlooked — and how your advisor can help keep you on-track throughout the planning process. Gates Pass Advisors | esther@gatespassadvisors.com

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

Esther Szabo shares 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 has impacted financial planning needs Gates Pass Advisors | esther@gatespassadvisors.com

In this episode, join Esther Szabo to review the first half of 2020 and the overall impact of the COVID-19 crisis Discover ways financial advisors are viewing the future — and the value and advice they are bringing to clients right now Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 42 -3 … Continue reading 6/24/2020 – Episode 47- Your 2020 Mid-Year Check-In →

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 your plan Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Greg Osgood’s LinkedIn | University Investments

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 clients through it Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 41- … Continue reading 5/27/2020 – Episode 45- Critical Skills Needed for Stressful Situations →

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, tips, and tricks for those who may also be planning ahead with, or are currently navigating transition, with long-term care insurance  Resources:  Gates … Continue reading 5/13/20 Episode 44 – Protecting Yourself Through Transition With Long-Term Care Insurance — with Elena Smirnov-Otis →

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 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 best self in spite of difficulty. Resources:  Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn 

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 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 3 – Proper Prior Planning Prevents Poor Performance … Continue reading 04/01/2020 – Episode 41- Decision Making In Difficult Times →

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 what we’re doing to help clients during this tumultuous … Continue reading SPECIAL UPDATE: COVID-19 →

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 he guides families through the protection and transfer of their assets — and how he prioritizes keeping families together throughout this challenging process   Resources:  Gates Pass … Continue reading 03/18/20 – Episode 40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein →

Navigate this tax season with Esther’s guide on what to keep in mind this year — especially for people in transition Discover how last year’s market returns might impact your planning and what to consider when reviewing your investments Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn  

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 — and how Gates Pass Advisors sets themselves apart with their planning approach.   Resources: Gates Pass Advisors | esther@gatespassadvisors.com … Continue reading 02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference? →