A woman in transition is faced with all sorts of decisions.  E.J. Hong, a Certified Specialist in Estate Planning, Trust, and Probate Law helps women in transition protect themselves with strategic estate planning at all stages of transition. Estate planning can create a significant impact during times of transitions, from the loss of a loved … Continue reading 10/16/19 Episode 29 — Protect Your Family and Your Future – Estate Planning — With E.J. Hong: Part 1 →

Whether the next recession is imminent or not, discover what you can control and manage your fears Learn to mitigate risk, open doors to opportunities and avoid common investing mistakes Resources:  Gates Pass Advisors | [email protected]

Discover how financial advisors charge for their services, which method Gates Pass Advisor chooses — and why Tune in now and get clarity on how Gates Pass’s planning method goes hand-in-hand with how they charge clients, along with what the planning process looks like   Resources: Gates Pass Advisors | Mind Games | [email protected]

Tune in now to learn about the strategies Esther Szabo uses to help prospective clients overcome their hesitation around hiring a financial advisor  Learn how the Gates Pass Advisors team helps clients put guardrails in place so they can better navigate life’s transitions and unexpected road bumps   Resources:  Gates Pass Advisors | [email protected]

Listen in to learn how fiduciaries like Esther Szabo handle requests for “quick fixes” from clients who don’t want to receive a full range of services Discover what you need to know about effective personal financial planning whether you employ a portfolio manager or manage your financial future independently.   Tips about mental blind spots, big-picture … Continue reading 08/21/19 Episode 25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know →

Learn how a Certified Divorce Financial Analyst works with you to: Understand the financial impact and legal process of divorce before your move forward Plan well for this challenging transition  Focus and be supported throughout the many details of the process Resources: Gates Pass Advisors | [email protected] | Divorce Financial Strategists™: (650-201-6311) | [email protected]

Listen to learn more about why this woman-owned, women-focused firm hired Chartered Financial Analyst®, Erik Schei! And why our investment expertise provides more than portfolio management services to our clients navigating personal life change Resources:  Gates Pass Advisors | [email protected]

Ever feel frozen or unsure of the right next step to take in your financial life? Learn about a simple tool to help you move forward — at a pace that works for you! Tune in now to learn more about Esther Szabo’s “Am I Okay Process” and how it can help ease your transition. … Continue reading 07/10/19 Episode 22 — How to Move Forward During Times of Stress and Uncertainty →

In this episode, you’ll learn: The challenges that can come with navigating a parent’s financial situation Why it’s important for your parents to keep some of their assets for themselves The stages of transition that can come with cognitive decline And more! Having just celebrated her mom’s 95th birthday, Esther Szabo can appreciate what it’s … Continue reading 06/26/19 Episode 21 — Transitions with Your Aging Parent →

A Certified Financial Transitionist also goes through transitions!   Esther experienced a very deep loss when she became a widow in 2014. Now she looks forward to remarrying later in 2019.   She uses her own experience to describe which of the four stages of transition she is currently in, and illustrates signs of flow or … Continue reading 06/12/19 Episode 20 — Esther’s in Transition – she’s getting married! →