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 | [email protected] | 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 | [email protected] … Continue reading 02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference? →

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 | [email protected] | Esther Szabo’s LinkedIn

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 | [email protected] … Continue reading 01/22/20 – Episode 36 — Lessons for 2020: Reflecting on the Past to Inform the Present →

Make financial decisions with confidence even if beginning a new phase Tactical changes to portfolios Gates Pass Advisors is making  Discover the importance of incorporating your personal touchstone into your financial plan Resources: Gates Pass Advisors | [email protected]

Learn helpful tips for navigating the stresses of the holiday season, especially during times of transition. Discover how a Certified Financial Transitionist®, like Esther Szabo,  supports making the best decisions for you    Resources: Gates Pass Advisors | [email protected]

Learn year end financial opportunities you may not want to miss to confidently enter the New Year. Hear practical suggestions for self-care during transition and the holidays  Resources: Gates Pass Advisors | [email protected] | Episode 15: Navigating Transition Through Nutrition: Part 1 — With Guest Anasuya Basil | Episode 16: Navigating Transition Through Nutrition: Part … Continue reading 12/13/19 – Episode 33 — Care for Your Finances (And You!) This Holiday Season →

Discover how forensic accountants, like Irina Anissimova, help determine spousal and child support during the divorce process Learn what needs to be considered when a business is involved in the divorce and how Irina can help guide the process Resources: Gates Pass Advisors | [email protected] | Irina Anissimova | Episode 24: Contemplating Divorce? This is … Continue reading 11/27/19 Episode 32 — Solving Your Divorce Puzzle With Forensic Accounting: Part 2 — With Irina Anissimova, CPA, CFF →

Learn how forensic accountants like Irina Anissimova can help simplify and solve your divorce case Discover why women in particular need to become more educated about divorce and which professionals can help them get the best outcomes Resources:  Gates Pass Advisors | [email protected] | Irina Anissimova

Learn what probate is and why it’s important to avoid. Hear about a surprising case that EJ handled that brought the fire department on scene! Estate planning considerations during life’s transitions such as marriage, remarriage, being single — and even success in business! How to best designate retirement account beneficiaries Learn how simple it is … Continue reading 10/30/19 Episode 30 — Key Items to Address With Estate Planning Attorney E.J. Hong: Part 2 →