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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. 

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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. 

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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 meanings.

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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?

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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. 

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

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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.

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A brief overview of some of the 2024 IRS changes including some topics like MSA and FSA changes, the American Opportunity Credit, Standard Deduction changes, the difference between the Marginal and Effictive tax rates, among others and how the US progessive tax system works.

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Jerry talks about disclosure regarding fees in financial products.

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