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Jerry explores the real impact of rising prices, inflation, and tariffs—from simple t-shirt math to the bread lines of Weimar Germany. He explains how costs trickle down to consumers, why shortages fuel chaos, and how history shows us the dangers of runaway inflation. More importantly, he offers pr…
As the year winds down, investors start receiving notices of mutual fund and brokerage distributions—dividends, short-term gains, and long-term gains that can impact your tax bill. In this episode of Pink Money, Jerry Williams explains how these distributions work, why they happen, and how to plan …
In this episode of Pink Money, Jerry Williams breaks down the confusing—and often overwhelming—decision of when to start taking Social Security. From age 62 to 70, Jerry explains how timing impacts your monthly benefit, why “take it early and invest” isn’t always the best advice, and what realistic…
In this episode of The Pink Money Podcast, host Jerry Williams breaks down the IRS’s most recent changes to the tax code — more than 60 adjustments that could affect your 2024 filing. From higher standard deductions and updated tax brackets to shifts in IRA contribution limits, AMT thresholds, and …
The financial news often mentions an “X-Date,” but what does that really mean? In this episode, Jerry explains the difference between the debt ceiling’s X-Date and mutual fund ex-dates, why these dates affect your dividends, share prices, and taxes, and how smart investors use them to their advanta…
In this episode, Jerry clears up a mix-up from the last release (where the wrong audio played about gold instead of bonds) and dives into the U.S. debt ceiling and how it ties directly into bonds and credit ratings. Jerry explains the debt ceiling in everyday terms—like paying off a credit card—…
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 g…