In this episode, Esther Szabo is joined by Robert Meckstroth, a portfolio manager with City National Rochdale who works closely with Esther and her team at Gates Pass Advisors.

Robert & Esther discuss:

  • COVID’s impact on the general outlook
  • Investments for more conservative investors with low to moderate risk tolerance
  • Passive vs. active investment strategies
  • Inflation, interest rates, taxes and valuations

Everyone knows age 65 = Medicare. But the many decisions to make about coverage and plans often catches people by surprise.

In this episode, Esther Szabo is joined by Susan Lucas, a licensed insurance agent specializing in Medicare education and benefits with My Insurance Solutions Inc. Susan discusses when to start planning for coverage, the respective costs for coverage, and how to determine an appropriate plan for one’s needs.

Susan discusses:

  • The purpose of Plans A, B, and D
  • The various applications and considerations of Medicare
  • How your taxable income affects your premiums
  • How to fill the gaps in Medicare with supplemental coverage options

Divorce is an extremely emotionally charged situation — and this emotion can carry over into the division of property, belongings, and complications with transfers and paperwork. Professional organizers can help navigate this highly emotional situation.

In part two of this mini-series, Esther Szabo welcomes back Joan McCreary, Certified Professional Organizer® and hoarding specialist at JMPO Estate and Home Organizing. Esther and Joan discuss how professional organizers can help couples and individuals transition to this new lifestyle and navigate through the property division aspect of divorce.

Joan discusses:

  • Different divorce and property division scenarios
  • How couples can come to agreement with shared items and mementos
  • Her experience working with different divorce scenarios and property division

Life can be stressful, especially when you’re juggling a career, a home, and a family. As a result, we believe that everyone could benefit from some assistance with organization, giving you the breathing space you need to take care of the important things.

In this episode, Esther Szabo speaks…

Will cryptocurrency provide us with greater financial opportunities or will it become a fad in the coming years due to privacy concerns?

In this episode, Esther Szabo explores the foundations of cryptocurrencies with IP and Technology attorney David Makman, as he shares and addresses questions regarding future investments and intriguing events like the Mt. Gox hack that you won’t want to miss.

David Makman discusses:

  • How crypto is challenging the value and definition of money
  • Views on countries adopting Bitcoin as legal tender
  • Privacy concerns and risks related to cryptocurrency
  • Cryptocurrency as an investment

Estate planning for parents with a special needs child can be confusing and difficult at times, but planning for their future is critical.

In this episode, Esther Szabo speaks with Ellen Cookman, JD, LLM, certified specialist in estate planning, trust and probate law at Cookman Law. Ellen shares her expertise and specialization in the area of estate planning for children with special needs.

Ellen discusses:

  • How a special needs trust works in tandem with other accounts you may have
  • The importance of flexibility within a special needs trust
  • How parents can maneuver the difficult process of developing a special needs trust

Can the economy sustain recovery after the major dip in 2020?

In this episode Esther Szabo addresses your questions and concerns about the present condition of our economy and market after the long-term effects of 2020!

Esther discusses:

  • The opportunities in the stock market now and in the future
  • Why inflation can be a problem in various sectors
  • The concern for unemployment moving forward

The COVID-19 pandemic has altered the way people in the United States are purchasing and selling homes.

Find out how in this informative episode, as Esther Szabo welcomes back realtor and 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 realtor since her last appearance on Women & Wealth.

In this episode, you will learn:

  • Major issues in the real estate market right now
  • About the great California exodus
  • Hot National Real Estate Markets
  • The impact of changes to California Prop 19

Are you a high income professional or family who hasn’t had the chance to build up your assets to the level that a traditional wealth manager or financial advisor is looking for?

If so, you might belong to the HENRY (High Earners, Not Rich Yet) demographic.

In this episode, get a better understanding of this demographic and the financial considerations that come with it. Join Esther Szabo and Gates Pass Advisors’ Erik Schei as they break down the HENRY demographic, the opportunities available to them, and the challenges they may face.

In this episode, you will learn:

  • The importance of evaluating risks and leveraging your savings
  • What a robo-advisor is and whether it’s the best option for HENRYs
  • The 3 biggest obstacles HENRY clients face

Parents shouldn’t have to choose between their children’s college education and their family’s financial health.

To help you discover ways you can secure your financial future while helping your kids fund their education, Esther Szabo speaks with college planning expert Nancy Paul in today’s episode.

As the creator of the College Treasure Chest, an online resource that helps families find money for college, Nancy shares cost-saving strategies that will empower both parents and students to gain confidence, increase their opportunities, and find greater financial freedom!

In this episode, you will learn:

  • The ticket to more college admissions and funds
  • How to deal with the clash between parents and children around career choices
  • The societal pressure of college

Esther Szabo, Gates Pass Advisors

Esther is ready to share her practical and personal experiences to help other women clear their hurdles and brave life’s transitions.

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