Pink Money

 Life insurance isn’t the easiest topic to think about—but it’s one of the most powerful tools for protecting your family, funding causes you care about, or even supporting a business succession plan. Jerry breaks down term vs. whole life , why timing and health matter, how beneficiaries work, and common estate planning strategies tied to life insurance. Whether you’re young, married, a parent, or...

 Confused by Medicare? You’re not alone. In this crash course, Jerry explains Parts A–D, compares Medigap vs. Medicare Advantage, and shares practical tips on choosing coverage that fits your health, budget, and peace of mind—plus a reminder that long-term care is a different planning conversation.  💬 Have a question or comment? Contact Jerry here

Annuities sound mysterious—so let’s make them boring (in the best way). Jerry explains fixed, variable, and indexed annuities, what “annuitizing” actually means, how fees and surrender schedules work, and when an annuity can be a smart piece of your retirement plan. Plus: 1035 exchanges, teacher 403(b) quirks, and IRA alternatives.  💬 Have a question or comment? Contact Jerry here

 Annuities sound mysterious—so we de-mystify them. Jerry and guest Dalton break down what annuities are, how they pay you, the differences between fixed/variable/indexed contracts, tax deferral, fees, surrender charges, and the “10% free” myth/limits. If you’ve ever wondered whether an annuity belongs in your plan—or how to avoid common mistakes—start here.  💬 Have a question or comment? Contact...

 “Investing” isn’t buying whatever ad hits your feed this week. Jerry explains how to align risk with your timeline, why diversified mutual funds are a sensible core, how fees and expense ratios affect returns, and what to check inside your 401(k). Practical, no-jargon guidance for building a plan that survives black swans and bad headlines.  💬 Have a question or comment? Contact Jerry here

 Alcohol isn’t just a social habit—it can be a financial black hole and a life-ending disease. Jerry talks with Dalton and Dan about their journeys through alcoholism, recovery, and rebuilding. They share what treatment really costs, why LGBTQ-specific support spaces are vital, and how culture and stigma play into addiction. Honest, heartfelt, and hopeful, this episode reminds us that sobriety isn...

How much does a DUI really cost? Brock Horn lays it out—lawyers, fines, breathalyzers, court trips, probation, classes, even a credit-crippling car loan charge-off. In this unflinching conversation, he and Jerry track the money, the stress, and the slow climb back. If you or a friend ever think about “just driving this once,” this episode is your financial—and moral—reality check. Content note / d...

Why do LGBTQ+ folks need “money talk” that feels different? Because trust changes everything. In Ep. 1, Jerry and  Grace McLen, CFP® unpack how to pick the right advisor, the first steps when you’re overwhelmed, and the estate-planning basics queer and unmarried couples can’t skip. Budget leaks, fee transparency, and judgment-free planning—this is your gentle nudge to start. Content note / disclai...

Certified Financial Planner™ Greg Blake joins Jerry to talk about serving clients who often feel overlooked, how to get the most from a financial advisor, and why empathy is a financial superpower. Greg also shares his own story—serious health challenges, divorce, and a looming court date—and what it’s like to feel invisible in systems that should help. A raw, hopeful conversation about money, ide...

Why do LGBTQ+ folks need “money talk” that feels different? Because trust changes everything. In Ep. 1, Jerry and Certified Financial Planner™ Grace McLen unpack how to pick the right advisor, the first steps when you’re overwhelmed, and the estate-planning basics queer and unmarried couples can’t skip. Budget leaks, fee transparency, and judgment-free planning—this is your gentle nudge to start....