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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 ahead so you’re not caught off guard come tax season.From cost-basis methods and tax-loss harvesting to capital gains brackets and dividend rules, Jerry breaks down what you need to know to keep more of your money. Whether you’re managing your own portfolio or working with an advisor, this episode helps you prepare smartly for year-end and beyond.

In this episode of Pink Money, Jerry Williams shares his surprising experience using ChatGPT as a financial planning tool. From creating a debt payoff strategy in seconds—comparing the “debt avalanche” vs. “debt snowball” methods—to suggesting investment options for as little as $60 a week, Jerry explores how AI can deliver practical, actionable financial insights.He highlights the pros and cons, explains why ChatGPT’s speed and specificity are eye-opening, and discusses how this technology can complement (not replace) traditional advisors. Whether you’re tackling credit card balances, building an investment plan, or just curious about how AI might help with your money, this episode shows why ChatGPT is more than just a research tool—it’s a financial game-changer.

In this episode of Pink Money, Jerry Williams cuts through the noise of nonstop commercials about “dual eligible” Medicare plans and explains what’s really going on during open enrollment. He breaks down the difference between Medicare and Medicaid, what “dual eligible” actually means, and the key parts of Medicare—A, B, C, and D—so you can better understand your options.Jerry also explains the role of Medicare Supplement plans, how Advantage plans work, and why timing matters when it comes to signing up or switching coverage. With clear explanations of enrollment windows, penalties, and cost factors, this episode gives you the practical knowledge you need to make informed healthcare decisions for yourself—or to help someone you love.

The viral “Man in Finance” song may be catchy, but what are the real chances of finding a 6’5”, blue-eyed finance guy with a trust fund? In this episode of Pink Money, Jerry Williams crunches the numbers—looking at how rare those traits really are—and dives into what working “in finance” actually means, from investment bankers to financial planners.Jerry also explores the reality of trust funds, professional licenses like the Series 7 and CFA, and why having money isn’t the same as keeping it. Along the way, he shares thoughts on the TikTok creator behind the trend, her sudden record deal, and the tax pitfalls that can bring even the tallest, richest finance bro down to size. A lighthearted but insightful take on love, money, and the myths we chase.

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 returns look like compared to the hype.He also dives into full retirement age rules, earnings limits, taxation of benefits, and life expectancy considerations. Whether you’re planning for yourself or helping someone else, this episode delivers a clear-eyed look at how to make Social Security work as part of your retirement strategy.

Jerry welcomes Dalton and Melina for a candid, funny, and sometimes raw conversation about what many lesbians navigate day-to-day. From being ignored at gay bars and dress-code gatekeeping to why some lesbians feel safer in “straight” spaces, Melina shares lived realities that don’t get talked about enough. The trio also gets practical about relationships—hyphenated names, beneficiaries, insurance, and handling a mutual split with compassion. They touch on Roe’s reversal, pregnancy-test basics, and debunking sexual-health myths (PSA: don’t use food as lube). It’s an episode about respect, safety, and growing up without growing hard.

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 tax credits, Jerry explains what really matters in plain English. He also covers healthcare FSAs/HSAs, education credits like the American Opportunity and Lifetime Learning Credits, and how income levels affect deductions. Whether you file on your own or work with a professional, knowing these updates helps you avoid mistakes, maximize your benefits, and reduce tax-time stress.Keywords/Tags: 2024 taxes, IRS updates, standard deduction, tax credits, IRA limits, Social Security, earned income credit, personal finance