Jerry talks about EOY distributions from your investment company, what you should start thinking about regarding payouts for dividends and capital gains, along with the current tax rates. 

In this episode Jerry, talks about the usefulness of using AI, specifically Chat GPT for advice to create things like a debt reduction plan or even for investment advice. 

In his episode Jerry discusses the concept of dual eligible medicare plans, what they are and who they are for. Along with a brief explanation  about Medicare parts A, B, C and D plans and Medicare Advantage plans IEP, AEP, and OEP meaning...

Looking for a Man in Finance? What does it really take. Jerry discusses more than just the basics. What is the education, certifications, and lines of work of people who work in the financial services industry?

When to take your Social Security is always a mystery but you only have one chance to get it right. This episode focuses on the pros and cons of when is it the right time to take your Social Security. 

Jerry discusses the challenging issues and situations faced by Lesbians with special guest, Melena and Dalton. 

Jerry discusses recent IRS changes affecting the 2024 tax season including the Standard Deduction, Marginal Tax Rates, MSA & FSA changes, along with IRA contribution and defined contribution plan limits.

Jerry talks about disclosure regarding fees in financial products.

Jerry talks about the pitfalls of not planning ahead for a small business succession.

Jerry invites a special guest who talks about the ins and outs about replacing your roof.

In this episode Jerry talks about the need to carry an umbrella policy,  He describes what it is and what its used for. 

Jerry talks about specific steps to achieve your financial goals including ways to set financial goals and create a support system that helps you achieve them.

In this episode Jerry talks about the brouhaha surrounding Target and the company's decision to display Pride merchandise.

As the debt ceiling debate rages, the term "x-date" is often used to signify the drop dead date that an increase in the government's debt ceiling has to be made or face default. However Jerry talks about a similar "ex-date" as it applies to inv...

Well...mistakes happen!  The wrong episode was deleted and the corrected episode uploaded. This is the episode where Jerry talks about the debt ceiling, what it is and why its important and discusses the basics about bonds and why their cr...

In this episode Jerry discusses what a power of attorney is, the various kinds and purposes,

Jerry discusses investing in gold and precious metals in your IRA. 

Jerry and Dalton discuss mortgages. The various kinds and ways to buy with and without a down payment. 

Jerry talks about removing your co-signer or co-borrower off of your auto loan.

Jerry talks about the DOW and other market indexes,

Jerry discusses IRA contributions and deductability,

In this episode Jerry talks about woke culture and whether that contributed to the collapse of Silicon Valley Bank.

In this episode, Jerry talks with David about the importance of gay relationships and gay culture. 

Jerry discusses FDIC insurance 

Jerry and guest financial advisor, Grace discuss gifting.