Jerry and guest financial advisor, Grace discuss gifting.
A brief explanation about using the Borrower Defense application if you believe your school either misled you or coerced you into taking out a student loan.
Jerry talks about the main types of life insurance and explains how they work.
Jerry walks through the differences between Medigap plans and Medicare Advantage plans.,
Jerry provides more details and additional information about annuities.
Jerry talks with his special guest Dalton and answers his questions about annuities.
Jerry discusses investing. What is an investment, how to invest, and what are some investments like mutual funds.
Jerry talks with Dan and Dalton about the financial impact their drinking has had on their lives.
Episode 4 - Jerry talks with Brock about the financial impact of his DUI's,
Financial advisors, Jerry and Grace talk about how credit is built and what factors determine a credit score.
Jerry talks with his special guest Greg, who discusses being a financial advisor and discloses some of his personal issues and financial struggles.
Jerry introduces Grace, an experienced financial advisor. They discus working with a financial professional.