Estate Planning & Legacy Listen to Episodes

Jerry welcomes entrepreneur and author Gregory True, whose new book Proud Wealth: Building Abundance on Your Own Terms guides LGBTQ+ listeners through the A-to-Z of personal finance. Proud Wealth: Building Abundance on Your Own Terms – Gregory True🔗 Grab your copy hereGregory shares the personal story behind the book—the loss of his husband—and why estate planning, powers of attorney, and other legal docs are essential for queer couples. We also talk about tackling debt without shame, first steps for 20-somethings, choosing queer-competent advisors, and why “saving and security is our best form of protest.” Gregory’s audiobook is newly released, and the book is available widely (including Amazon). He also shares ongoing tips on Instagram at @proudwealth.In this episode:• Estate planning must-haves for LGBTQ+ families• Budgeting, debt, credit, and beginner investing made simple• Navigating discrimination and staying authentic in business• How to find advisors …

A real-life test drive of life insurance: Jerry compares real quotes from three different insurance carriers: Ethos, USAA, and Pacific Life, and explains why there is such disparity in the quotes. He dives into why term vs. whole policies have a hidden cost of insurance (COI) and what you should ask for when presented with illustrations from your agent and finally why those $9.99 ads don’t tell the whole story.

In this thought-provoking episode of Pink Money, host Jerry Williams dives into the real numbers behind America’s leading causes of death—from smoking and heart disease to suicide and substance abuse—and explores how these realities impact the LGBTQ+ community in unique and devastating ways.Jerry unpacks health disparities, discrimination, and the ongoing threats of hate-filled rhetoric from those who weaponize religion and politics against queer lives. He reflects on personal stories of coming out, family conversations, and battles for equal rights, connecting past struggles like Colorado’s “special rights” amendment with today’s attacks on trans and queer protections.The episode also highlights the power we hold to push back—through voting, advocacy, and even thoughtful giving. Jerry explains how to support organizations that fight for equality while making smart, tax-deductible choices with your money.It’s a powerful reminder that resilience, pride, and financial empowe…

In this Pride Month episode of Pink Money, host Jerry Williams reflects on the emotional and financial challenges of breakups—sharing personal stories of how money habits, debt, and resentment can intensify the stress of separation. Jerry explains how tracking expenses, setting common goals, and building financial independence can make or break a relationship, and why developing good money habits is essential both together and apart.He also explores the bigger picture: what it means to live authentically, embrace who you are, and celebrate Pride in a world that doesn’t always make it easy. With humor, honesty, and heartfelt encouragement, Jerry reminds listeners—queer and allies alike—that being true to yourself is powerful, and being financially smart makes you even stronger.

What happens to your business when you’re gone? In this episode, Jerry shares a real-life story of a woman left struggling after her CPA husband passed without a plan in place. From probate headaches to locked accounts, Jerry explains the simple steps you can take today—like payable-on-death designations, life insurance, and succession planning—to protect your loved ones and keep your business running smoothly.

As parents age — or even in your own life — there comes a point when someone may need help managing financial or health decisions. That’s where a power of attorney (POA) becomes critical.In this episode of the Pink Money Podcast, Jerry explains:The different types of powers of attorney (general, durable, limited, healthcare, and springing).Why timing matters — and why waiting until a loved one is incapacitated is too late.Common pitfalls, like banks rejecting older POAs or requiring their own forms.The limits of a POA (valid only while someone is alive) and when executors take over.How to avoid headaches by reviewing and updating POAs regularly.Takeaway: A power of attorney is one of the simplest, most powerful estate planning tools — but only if you put it in place before it’s needed. Don’t wait until a crisis forces your hand.

Jerry Williams breaks down everything you need to know about IRA contributions and tax deadlines. From the April filing extension to the differences between Traditional and Roth IRAs, contribution limits, deductibility rules, and how to avoid double taxation, this episode is a clear and practical guide for anyone working toward retirement security.

In this episode of the Pink Money Podcast, Jerry sits down with financial advisor Grace to break down the essentials of gifting and estate planning. They talk through common misconceptions, the difference between gifting and inheritance, how PODs (Payable on Death) and TODs (Transfer on Death) accounts can simplify passing assets, and why reviewing your beneficiaries regularly matters. Real-world stories highlight what to do—and what not to do—so you can protect your loved ones, avoid probate headaches, and make the most of smart gifting strategies.

In this episode, Jerry breaks down the essentials of life insurance—why it matters, when to buy it, and how it fits into smart estate planning. From term vs. whole life policies to cash value, beneficiaries, and even business succession strategies, this conversation explains life insurance in plain language. Whether you’re planning for your family, protecting a business, or just trying to understand the basics, Jerry shares practical insights to help you make informed decisions.