Women and Wealth

Women and Wealth

Welcome to the Women and Wealth podcast with Esther Szabo. Esther is a respected leader in the field of personal financial advice, with over 25 years of experience. After going through her own significant and challenging life-changing events, she overcame fear and self-doubt to launch her own successful advisory firm. Now, Esther is ready to share her practical and personal experiences to help other women clear their hurdles and brave life’s transitions. In this way she inspires women to lead fulfilling and confident lives.... Show More

Episodes

October 21, 2020 36 min
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...
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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 →
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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 
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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
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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
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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
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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
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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 →
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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
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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 Skill...
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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 Yours...
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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
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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 
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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 Ma...
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March 25, 2020 10 min
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 →
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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 i...
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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  
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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 ...
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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 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn
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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 forward You will also learn about tools to help you prioritize what’s important during a transition Resources: Gates Pass Advisors | esther@gatespassadvisors.com … Continue reading 01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past ...
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