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

February 24, 2021 42 min
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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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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