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EPS 29 - Fees in Financial Products The Hidden Cost of Money: Why Fees, Deductions, and Good Advice Matter
19
Feb. 10, 2024

EPS 29 - Fees in Financial Products The Hidden Cost of Money: Why Fees, Deductions, and Good Advice Matter

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 quietly drain your portfolio over time. He also discusses the risks of chasing “hot stock tips,” the importance of reviewing your investments annually, and why professional guidance in both taxes and financial planning is often money well spent.You’ll learn:The difference between transparent and hidden fees in products like annuities, insurance, and mutual funds.Why “cheap” can be costly if you don’t understand expense ratios and commissions.Common mistakes independent contractors make with tax deductions (and why the IRS comes knocking).How to balance DIY investing with smart use of financial professionals.💡 Takeaway: Paying attention to fees and expenses isn’t just detai…
Episode 28 — Small Business Succession: Avoiding the Pitfalls
28
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 designations, life insurance, and succession planning—to protect your loved ones and keep your business running smoothly.
EPS 27: The Truth About Roofs and Insurance Claims Storm-Proof Your Roof: Insurance, Hail, and How to Hire the Right Pro (with Alex from Alexis Roofing)
27
Sept. 15, 2023

EPS 27: The Truth About Roofs and Insurance Claims Storm-Proof Your Roof: Insurance, Hail, and How to Hire the Right Pro (with Alex from Alexis Roofing)

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 replacement cost vs. actual cash value policies, Alex shares insider knowledge from decades of experience as both a roofer and adjuster. You’ll also learn how hail really impacts your shingles, why code upgrades matter, and the red flags to watch out for when hiring a contractor. Whether you’ve recently had storm damage or just want to be better prepared, this episode is packed with practical advice to save you money—and headaches.www.alexisroofing.com💬 Have a question or comment? Contact Jerry here