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.

Episodes

July 28, 2021 30 min
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.
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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 – ...
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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 Perso...
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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 Elle...
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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 ...
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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 ...
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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 Nee...
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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 Earne...
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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 – Episod...
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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 →
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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 3/17/2021 – Episode 6...
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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 
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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 →
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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: St...
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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 ...
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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 →
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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  
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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
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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 Maint...
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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...
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