Episodes

Question, comment, or feedback? Text Jerry Jerry talks about loosing the time value of money and problems that can occur when we wait to take steps to do what's most important to us.

Send us a text In this episode Jerry discusses the leading causes of death, especially among LGBTQ+ people. He also talks about antidiscrimination rights and how it relates to thoughtful giving to 501(c)(3) non-profit organiz...

Send us a text Jerry talks about a personal struggle with ending a relationship and the financial outcomes that can happen.

Send us a text Jerry talks about people who wake up to the fact that they've been automatically enrolled in a 401(k) plan by their employer.

Send us a text Jerry talks about EOY distributions from your investment company, what you should start thinking about regarding payouts for dividends and capital gains, along with the current tax rates.

Send us a text In this episode Jerry, talks about the usefulness of using AI, specifically Chat GPT for advice to create things like a debt reduction plan or even for investment advice.

Send us a text In his episode Jerry discusses the concept of dual eligible medicare plans, what they are and who they are for. Along with a brief explanation about Medicare parts A, B, C and D plans and Medicare Advantage pl...

Send us a text Looking for a Man in Finance? What does it really take. Jerry discusses more than just the basics. What is the education, certifications, and lines of work of people who work in the financial services industry?

Send us a text When to take your Social Security is always a mystery but you only have one chance to get it right. This episode focuses on the pros and cons of when is it the right time to take your Social Security.

Send us a text Jerry discusses the challenging issues and situations faced by Lesbians with special guest, Melena and Dalton.

Send us a text Jerry discusses recent IRS changes affecting the 2024 tax season including the Standard Deduction, Marginal Tax Rates, MSA & FSA changes, along with IRA contribution and defined contribution plan limits.

Send us a text Jerry talks about disclosure regarding fees in financial products.

Jerry talks about the pitfalls of not planning ahead for a small business succession.

Jerry invites a special guest who talks about the ins and outs about replacing your roof.

In this episode Jerry talks about the need to carry an umbrella policy, He describes what it is and what its used for.

Jerry talks about specific steps to achieve your financial goals including ways to set financial goals and create a support system that helps you achieve them.

In this episode Jerry talks about the brouhaha surrounding Target and the company's decision to display Pride merchandise.

As the debt ceiling debate rages, the term "x-date" is often used to signify the drop dead date that an increase in the government's debt ceiling has to be made or face default. However Jerry talks about a similar "ex-date" a...

Well...mistakes happen! The wrong episode was deleted and the corrected episode uploaded. This is the episode where Jerry talks about the debt ceiling, what it is and why its important and discusses the basics about bonds an...

In this episode Jerry discusses what a power of attorney is, the various kinds and purposes,

Jerry discusses investing in gold and precious metals in your IRA.

Jerry and Dalton discuss mortgages. The various kinds and ways to buy with and without a down payment.

Jerry talks about removing your co-signer or co-borrower off of your auto loan.

Jerry talks about the DOW and other market indexes,