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Season 3

Feb. 10, 2024

EPS 29 - Fees in Financial Products The Hidden Cost of Money: Why Fee…

In this episode of the Pink Money Podcast, Jerry Williams, MS-PFP, explores one of the most overlooked aspects of personal finance: the true cost of fees in financial products. From annuities and life insurance to mutual funds and advisor commissions, Jerry explains how hidden expenses can quiet…

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Sept. 16, 2023

Episode 28 — Small Business Succession: Avoiding the Pitfalls

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 design…

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Sept. 15, 2023

EPS 27: The Truth About Roofs and Insurance Claims Storm-Proof Your R…

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…

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