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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 as…
In this episode of Pink Money, Jerry Williams cuts through the noise of nonstop commercials about “dual eligible” Medicare plans and explains what’s really going on during open enrollment. He breaks down the difference between Medicare and Medicaid, what “dual eligible” actually means, and the key …
In this episode of the Pink Money Podcast, Jerry sits down with Alex from Alexis Roofing to break down what homeowners really need to know about roofs, insurance claims, and protecting their biggest investment. From navigating tricky insurance denials to understanding the difference between replace…
Sometimes the biggest financial risks aren’t the ones you see coming. In this episode of the Pink Money Podcast, Jerry breaks down why an umbrella policy can be a smart, affordable way to protect your assets beyond the limits of your homeowners or auto insurance. From dog bites at the neighborho…
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 (gen…
In this episode of Pink Money Podcast, Jerry answers a listener’s question about how to remove a co-signer or joint owner from a car loan and title. He explains what banks look for before releasing the other party, including creditworthiness, payment history, and loan-to-value considerations. The d…
In this episode of the Pink Money Podcast, Jerry returns to the mic to break down recent bank failures and explain how FDIC insurance works. He shares lessons from past crises, what it means for everyday depositors, and practical steps to protect your money—like using payable-on-death accounts, tru…
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…
Confused by Medicare? You’re not alone. In this crash course, Jerry explains Parts A–D, compares Medigap vs. Medicare Advantage, and shares practical tips on choosing coverage that fits your health, budget, and peace of mind—plus a reminder that long-term care is a different planning conversation.
Annuities sound mysterious—so let’s make them boring (in the best way). Jerry explains fixed, variable, and indexed annuities, what “annuitizing” actually means, how fees and surrender schedules work, and when an annuity can be a smart piece of your retirement plan. Plus: 1035 exchanges, teacher 40…
Annuities sound mysterious—so we de-mystify them. Jerry and guest Dalton break down what annuities are, how they pay you, the differences between fixed/variable/indexed contracts, tax deferral, fees, surrender charges, and the “10% free” myth/limits. If you’ve ever wondered whether an annuity belon…