Queer Money®: How Gay People Do Money

How does the new law change affect excess 529 plan funds? In December 2022, SECURE Act 2.0 was signed into law to enhance retirement savings opportunities for Americans. 

One of the changes will have a big impact on 529 plans and what can be done with the investments in the plan.

The change will allow 529 plan funds to be moved directly into the plan beneficiary's Roth IRA.

So, what are 529 plans and how can they be used?

On this week's show, we invite Paul Curley of The 529 Plan Conference to share with us the changes and how these may benefit LGBTQ youth and those thinking about retirement.

For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe 

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Nuclear bombs, aliens, chili peppers oh my! As George Takkai would say.

This state ranks as the #7 state when it comes to the population thinking that homosexuality should be accepted by society ahead of California and New York!

It's also becoming one of the best retirement destinations for LGBTQ+ couples.

Of course, we're talking about New Mexico! But is New Mexico a state that is affordable for queer folks to live?

We'll share the top two based the data we've pulled from The Human Rights Campaign's Municipal Equality Index, city-level cost of living, the US Census data on incomes and Zillow's data on housing and rent prices.

Get the dynamic list of Affordable LGBTQ+ Friendly Cities in the U.S. here. 

For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe 

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2023 has been quite the year for the LGBTQ+ community.

There are over 500 state and local level bills being pushed to limit the rights of the LGBTQ community, limit our voices in politics and erase us from view.

We are especially seeing this play out with corporations. From seeing Disney being attacked for their standing by the community to Anheuser Busch being cancelled by the Religious Industrial Complex due to the Bud Light partnership with transgender entertainer Ddylan Mulvaney partnership.

This raises many questions about the whether we will see corporations who have been advocates and supporters of the community go silent and pull financial support where it is desperately needed.

To discuss this we chat with Joel Dantas-Shoemaker of Q.Ditital, the ower of LGBTQ+ Nation, Queerty and Into publications.

For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe 

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Home of the Big Apple, Niagra Falls and Adirondack Park, which is bigger than both Yellowstone and Yosemite

It ranks as the #8 state when it comes to the population thinking that homosexuality should be accepted by society behind New Jersey, but ahead of California.

It's also home to one of the most commonly thought of best places for LGBTQ+ folks to live.

Of course, we're talking about New York state, but is there anywhere in the state that is affordable for queer folks to live?

We'll share the top two based the data we've pulled from The Human Rights Campaign's Municipal Equality Index, city-level cost of living, the US Census data on incomes and Zillow's data on housing and rent prices.

Get the dynamic list of Affordable LGBTQ+ Friendly Cities in the U.S. here. 

For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe 

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The Right Brothers National Memorial, the Outer Banks, Carolina BBQ and friend green tomatoes, the food, not the film.

The home of another "Don't Say Gay" bill, but where 54% of voters are in opposition of religiously based refusals to serve gay and lesbian people.

We're talking about North Carolina.

Are there any places where LGBTQ+ folks feel like they can have a home and feel safe?

We'll share the top two based the data we've pulled from The Human Rights Campaign's Municipal Equality Index, city-level cost of living, the US Census data on incomes and Zillow's data on housing and rent prices.

Get the dynamic list of Affordable LGBTQ+ Friendly Cities in the U.S. here. 

For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe 

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Social security accounts for roughly 40% of retiree's post-retirement income.

But many have questions about taking those payments, like:

• When should I start taking Social Security payments?
• What if my partner and I have a big disparity in age?
• Should we take SS payments at different times?
• What if we have a big disparity in income?

CPA Mike Piper, author of Social Security Made Simple joins us on this Queer Money episode to discuss these types of Social Security payment questions and more.

For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe 

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It's one of the least populated states with under 800,000 people.

It's home to the Theodore Roosevelt National Park and the Plains Art Museum, highlighting Native American art and inspired the desire for National parks in the U.S.

It's also where David's family comes from.

We're talking about North Dakota.

Are there any places where LGBTQ+ folks feel like they can have a home and feel safe?

We'll share the top two based the data we've pulled from The Human Rights Campaign's Municipal Equality Index, city-level cost of living, the US Census data on incomes and Zillow's data on housing and rent prices.

Get the dynamic list of Affordable LGBTQ+ Friendly Cities in the U.S. here. 

For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe 

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There are many ways to make money investing.

One of those ways is with cash-secured puts or protective puts.

Protective puts are an example of making your money work to make more money.

We've invited Nate Thomas, better known as Trader Nate on the podcast this week to share with us more about what protective puts are and how you can use them to turbocharge your investing and retirement portfolio.

For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe 

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Oh, hi, OH!

Yes that's my dad joke.

The Buckeye state. Home to the Rock and Roll Hall of Fame, the Football Hall of Fame and one of the most populous Rust Belt states in America.

Ohio, with roughly 11,750,000 people is clearly a state with lots and lots of LGBTQ people. Yet is it LGBTQ+ friendy?

What are the most affordable LGBTQ+-friendly cities in Ohio?

We'll share the top two based the data we've pulled from The Human Rights Campaign's Municipal Equality Index, city-level cost of living, the US Census data on incomes and Zillow's data on housing and rent prices.

Get the dynamic list of Affordable LGBTQ+ Friendly Cities in the U.S. here. 

For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe 

Follow us:

• Queer Money YouTube
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