Episódios

  • Will you get Social Security benefits when you retire?

    For many of us, Social Security benefits will make up a sizeable portion of our income in retirement. Are you sure you'll get it?

    On this Queer Money, we break down the steps you need to take to not only find out if you qualify but to see what the Social Security Administration estimates you will get.

    This episode is visually intensive. If you would prefer to watch the steps we are outlining, you can do so here.

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  • Would you like to have benefited from recieveing generational wealth from within the LGBTQ+ community?

    In this episode of the Queer Money podcast, hosts and married Financial Power Couple David and John dive into a crucial conversation about generational wealth within the LGBTQ+ community, noting that for many LGBTQ+ people, traditional family paths to wealth, mentorship, and inheritance simply aren’t there, and that it’s time to break the cycle. David and John outline five impactful ways in which you can foster wealth for future queer generations, even if you’re not a millionaire yourself. They go over everything from establishing scholarships and grants for LGBTQ+ students, creating family or community trusts, offering low-interest loans or microfinancing for LGBTQ+ entrepreneurs, and investing in LGBTQ+ startups or small businesses.

    Topics covered:

    00:00 Introduction: The Challenge of Generational Wealth in the LGBTQ+ Community01:12 The Impact of HIV/AIDS on Wealth Transfer03:11 The Importance of Creating a Wealth Transfer System05:59 1. Building Wealth Through Scholarships and Grants09:15 2. Establishing Family or Community Trusts12:45 3. Offering Low-interest Loans and Microfinancing14:25 4. Investing in LGBTQ+ Startups and Small Businesses17:39 5. Supporting LGBTQ+ Real Estate Co-ops 20:19 Understanding Different Financial Support Options21:59 Recap and Final Thoughts22:46 Outro and Upcoming Episodes

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  • Where can I live that is accepting of me as an LGBTQ+ person?

    The political climate in the United States is difficult right now for many folks, but especially for LGBTQ+ folks who feel like we're being attacked right and left by media, politicians and in some cases even family.

    So where can we live that is better for us, whether that's a place to go to college, a city that has protections or states that historically have been on our side?

    This week on Queer Money, we break down the top 10 states based on several factors.

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  • We all love stories, but how about stories of career and money mistakes, comebacks and successes?

    In this Queer Money Podcast episode, hosts David and John discuss their favorite financial stories from their new show 'Living Not So Fabulously' by Yahoo Finance, offering insights into the financial challenges and successes of various individuals. Highlights include Ruth Jacks' journey from poverty to EVP at Wells Fargo, lessons from Jane Sasseen’s Black Monday investing missteps, Patrick L Riley’s recovery after a devastating fire, a financially strategic coming out story from Eric Berger and Dan Amboyer, as well as a career transition that helped Todd Sears beat financial stagnancy.

    This episode emphasizes resilience, the importance of financial planning, and aims to inspire listeners by showcasing that everyone has a unique money story. Tune in weekly on Yahoo platforms for more on financial wellness, LGBTQ+ retirement, and generational wealth.

    Topics covered:

    01:15 Listener Survey and New Show Concept 01:34 Challenges in Sharing Personal Money Stories 02:05 Yahoo Finance Collaboration and Celebrity Stories 02:46 Promoting Financial Literacy Through Celebrity Stories 05:09 Introducing Ruth Jacks: From Poverty to Corporate Leader 08:42 Jane Sasseen’s Investment Lessons from Black Monday 12:40 Patrick L. Riley’s Gut-Wrenching Story16:14 Eric Berger and Dan Amboyer's Financial Journey 19:33 Michael Seldtich’s Career Pivot 22:06 Todd Sears' Resilience and Success 24:45 Conclusion and Upcoming Episodes

    Tune in to Living Not So Fabulously by Yahoo Finance

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  • What will your living arrangement look like in retirement? What are the options?

    On this Queer Money, we dive into the 7 most fabulous gay retirement living arrangements you need to know about. From retiring in place to communal living to LGBTQ+ focused retirement communities, we share the 7 most common ways of finding your special place to call home while in retirement.

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  • Is being an entrepreneur more difficult for LGBTQ+ folks?

    Even though the Right won’t admit it, business is more challenging for LGBTQ entrepreneurs, and this shocking story on Twitter/X will anger you.

    In this episode of Queer Money, hosts David and John discuss the myriad challenges faced by LGBTQ+ businesses on social media with guest Matt Skallerud, founder, and CEO of Pink Media. The dialogue encompasses the abrupt suspension of key LGBTQ+ accounts on X (formerly Twitter) and broader financial struggles linked to restrictive social media policies. The episode highlights the systemic biases in social media algorithms, changes under Elon Musk's Twitter leadership, and the necessity for adaptive marketing strategies. The hosts also share personal anecdotes of unjust ad rejections and endpoint the evolving landscape of digital advertising for LGBTQ+ entities. With an optimistic look towards future elections, they emphasize the continued fight for visibility and fair treatment online. Resources and insights for better engagement on platforms like LinkedIn and Twitter are shared, along with the importance of sustaining an email list. Matt Scalar provides closing advice on connecting with Pink Media.

    Topics covered:

    00:00 Introduction: The Challenges for Queer Businesses00:11 Guest Introduction: Matt Scalar and Pink Media01:30 The Power of Social Media for LGBTQ Businesses04:09 The Impact of Twitter's Changes Under Elon Musk07:36 The Sudden Suspension: A Coordinated Attack12:31 Financial Impact and Business Adaptation15:37 Similar Struggles: Our Battle with Facebook19:56 Challenges for LGBTQ+ Businesses in Social Media20:17 Navigating Social Media Monopolies21:30 The Politicization of LGBTQ+ Ads22:45 Corporate Equality and Its Flaws23:32 The Political Nature of LGBTQ+ Existence24:11 The Role of Businesses in Politics25:31 Advocating for LGBTQ+ Businesses on Social Media27:10 Strategies for Overcoming Social Media Challenges31:04 The Importance of Engagement on LinkedIn35:19 The Future of Social Media for LGBTQ+ Businesses39:17 Final Thoughts and Optimism for the Future

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  • How will you fund your fabulous retirement?

    Pensions are rare, Social Security isn’t enough, and retirement accounts are small. Let’s talk about how to fund your fabulous gay retirement.

    In this Queer Money, we share a new tool that we are working on, which we will eventually share with folks in our Fabulous Gay Retirement Club. More to come on that soon. We use this tool as a way to determine who/what income streams we will use to fund our retirement. We think everyone will need more than one, especially if the primary is Social Security.

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  • Can a Co-op business model help your business grow?

    Episode 550 of the Queer Money podcast features guest Annie Winkler discussing the benefits of employee ownership in businesses. Annie explains how becoming part-owner of a company can lead to increased productivity, job satisfaction, and the establishment of LGBTQ generational wealth. They recount their experience transitioning Real Pickles into a worker-owned cooperative and delve into the impacts of democratic member control in co-ops versus ESOPs. The episode highlights the advantages for both business owners considering succession planning and employees seeking greater investment in their workplace.

    Topics Covered

    00:00 Introduction to Bare Minimum Mondays and Lazy Fridays00:10 The Concept of Employee Ownership00:28 Introducing Annie Winkler and Queerness in Business00:53 Welcome to the Queer Money Podcast01:52 Discussion on Pronouns and Non-Binary Identity02:30 Exploring Employee Stock Purchase Plans02:53 Challenges Faced by Employees Today04:41 The Impact of Baby Boomers on the Economy05:23 Statistics on Baby Boomers and Retirement06:47 The Role of Wealth and Power in Employment07:43 Annie Winkler's Journey to Employee Ownership08:40 The Real Pickles Cooperative Experience12:08 The Benefits of Worker-Owned Cooperatives17:07 Comparing ESOPs and Worker Co-ops20:25 Challenges and Benefits of Employee Ownership26:09 Legacy Planning for Business Owners29:57 Introduction to ESOPs30:29 Trust and Control in ESOPs31:41 Ownership and Leadership Transitions32:57 Optimal Company Size for ESOPs and Co-ops34:27 Financial Considerations and Valuation35:41 Starting the Transition to Employee Ownership41:53 Generational Wealth and Queer Community48:03 VEOC and Employee Ownership Support50:36 Dragon Boat Team and Personal Joys52:35 Conclusion and Resources

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  • What will a fabulous retirement cost me?

    Many of us fear retirement because we don’t know what it’ll cost us. Let’s discuss how much you need to retire fabulously these days.

    In this episode, John and David break down what it will take for them to fund a basic, happy and fabulous retirement.

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

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  • What are ABLE accounts and how can they help disabled folks save money?

    On episode 548 of the Queer Money Podcast, hosts John and David welcome back Brynn Conroy, founder of Femme Frugality and Disability Finance. They discuss the challenges Americans face in qualifying for social security disability benefits and how the system often forces poverty. Conroy delves into the details of ABLE accounts, designed to help those with disabilities achieve a better quality of life by offering tax advantages and allowing savings without jeopardizing benefits like SSI and SSDI. The conversation also touches on the impact of ableism in the workplace, systemic issues, and how the pandemic has strained systems for people with disabilities. Conroy provides insights from her lived experience and emphasizes the importance of financial education and legislative advocacy for improving disability finance.

    Topics Discussed

    00:00 Introduction to Social Security Disability Benefits 00:46 Welcome to Queer Money Podcast01:45 Introducing Brynn Conroy and Disability Finance04:47 Challenges Faced by Disabled Individuals06:56 Understanding Disability Definitions and Models19:15 Income and Asset Restrictions for Disabled Individuals23:30 Political and Social Issues Surrounding Disability26:37 The Impact of ADAPT on Disability Laws27:13 Understanding ABLE Accounts29:04 ABLE Accounts and Inheritance29:58 Medicaid Payback and Trusts31:20 Housing Benefits of ABLE Accounts31:58 Challenges and Resources for Disability Finance35:51 Expanding Eligibility for ABLE Accounts37:49 Disability in the Queer Community42:23 Real-Life Benefits of ABLE Accounts45:26 How to Open an ABLE Account47:42 Global Perspectives on Disability49:33 Final Thoughts and Resources

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

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  • What do you want your fabulous retirement to look like?

    The reality is that each of us has a different picture in mind when we think about what a fabulous retirement looks like. For that reason cookie-cutter retirement plans that may or may not work for our straight friends probably will not work for us.

    So how do you know what will work for you?

    Today we introduce step 1 in the retirement planning process that we recommend to all our clients. Since this episode does have some visual aids, we suggest you also check out the video recording of this episode on YouTube here.

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  • How will you fund your fabulous retirement?

    In this episode of Queer Money, David and John address the tough reality that many LGBTQ+ individuals feel uncertain about their retirement preparedness. They discuss the concerning statistics of 64% of LGBTQ+ individuals not being on track or unsure about their retirement plans. So they’ve outlined 12 potential income sources to help secure a comfortable retirement. The episode covers social security, employer-sponsored retirement plans like 401k, annuities, real estate investments, small businesses, and other financial strategies. Emphasis is placed on the importance of diversified income streams and financial planning to achieve a 'fabulous' retirement. Additionally, the hosts offer practical advice and insights on how to tap into these income sources while considering factors like inflation, market performance, and individual control over investments.

    Topics Covered

    00:00 Introduction: LGBTQ Retirement Concerns00:56 Queer Money Podcast Overview01:25 Community Poll Insights01:54 Importance of Multiple Income Sources02:27 Source 1: Social Security04:25 Source 2: Employer-Sponsored Retirement Plans06:44 Source 3: Pensions09:33 Source 4: Annuities12:37 Source 5: Real Estate Income14:37 Source 6: Life Insurance16:50 Source 7: Taxable Investments18:49 Source 8: Part-Time Work in Retirement20:08 Source 9: Paid-Off House22:52 Source 10: Small Business Income24:39 Source 11: Inheritance26:36 Source 12: Health Savings Account (HSA) Withdrawals27:30 Conclusion: Planning for a Fabulous Retirement

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

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  • Why can't gays save for retirement?

    Last week we dug into 3 systemic reasons that many gays are not able to save for retirement. This week we share 3 more reasons, but these are a bit closer to home and are affected by our own decisions.

    Let us know if you feel any of these are things you too have struggled with like we did early on in our retirement saving journey.

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  • Can you be out at work and be successful?

    In this episode of Queer Money, David and John are joined by LinkedIn's career expert Andrew McCaskill. The discussion centers around a recent Forbes report stating that 60% of U.S. workers hide their true selves at work, and a LinkedIn survey revealing only 35% of queer professionals feel safe being out at work. McCaskill provides insights into the complexities faced by LGBTQ+ employees, the importance of authenticity, and how companies can foster inclusive environments. He also shares strategies for queer professionals to navigate their careers, leverage professional networks, and identify inclusive workplaces. Listeners are encouraged to embrace their true selves and seek out supportive professional communities.

    Topics Covered in How to Successfully Be Out at Work

    00:00 Introduction: The Hidden Self at Work00:23 Meet Andrew McCaskill: LinkedIn's Career Expert01:45 The Reality of Being Out at Work05:18 Challenges and Misconceptions06:52 The Importance of Authenticity10:09 Corporate Support and Representation22:24 Personal Stories and Experiences27:18 The Impact of Being Out at Work28:48 Understanding Cascading Homophobia30:12 Building a Professional Community30:50 Leveraging LinkedIn for Career Advancement32:52 The Importance of Transparency and Vulnerability38:13 Identifying Safe Work Environments43:33 Accessing the Out at Work Guide45:23 Final Thoughts and Resources

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  • Why can't gays seem to save for retirement?

    You’re not imagining it. Forces are working against your best interest.

    This is Queer Money episode 543 and today we're kicking off part 1 of a 2 parter addressing some reasons why gays can’t save for retirement.

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  • How does having HIV or AIDS impact your finances?

    In this episode of the Queer Money Podcast, hosts David and John explore the financial impact of living with HIV with Dr. Lorraine Dean, an associate professor of epidemiology at Johns Hopkins University.

    Dr. Dean shares findings from her studies, highlighting the economic challenges faced by those diagnosed with HIV, such as additional healthcare costs, loss of employment, and lack of financial planning among those who expected shorter lifespans.

    The discussion also covers the benefits of PrEP in preventing HIV and reducing future financial burdens. The episode emphasizes the need for universal healthcare and policy changes to support those living with chronic conditions, as well as the importance of addressing broader economic and social issues affecting the LGBTQ+ community.

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

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  • How we started to win at retirement.

    Less than 20 years ago, we had a negative net worth because of our $51k in credit card debt. Today, we have over $1MM in retirement savings.

    How did we make that transformation?

    This is Queer Money episode #541, and today we’re sharing how we went from buried in debt and living in a basement apartment to serial entrepreneurs w/a $1.3MM net worth for our “How Gays Retire Fabulously” bonus series. Now, on with the show.

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  • Understanding the Benefits of HSAs for Healthcare Savings

    In episode 540 of the Queer Money Podcast, David and John discuss how Health Savings Accounts (HSAs) can help save money on healthcare costs. They provide a detailed explanation of what HSAs are, their benefits, and how they can reduce healthcare costs. Key topics include the tax advantages of HSAs, portability of accounts, who qualifies for HSAs, and how to open one. They also cover specific costs that can be paid using HSAs and give examples of their personal experiences with healthcare expenses.

    Additionally, upcoming podcast topics and resources were mentioned, such as the financial impact of HIV and retirement planning for LGBTQ individuals.

    Topics Covered

    00:00 Dramatic Opening: Stop the Insanity00:12 Introduction to Queer Money Podcast01:58 Understanding Health Savings Accounts (HSAs)04:54 Eligibility and Qualifying for an HSA08:30 Contributions and Covered Expenses11:29 Tax Advantages and Retirement Benefits13:53 Where to Open an HSA Account

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

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  • Are Gays Losing at Retirement?

    Data suggests that the LGBTQ+ community is falling further and further behind the general population when it comes to retirement planning and saving for the future, yet as a community, we are seeing more of us close the wage gap.

    What can we do to better prepare for and win at retirement?

    This is Queer Money episode 539 and this week we are kicking off a new series focused on helping you retire fabulously, whether that be 5 years or 55 years away.

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  • What is financial fawning and why do I need to be cautious about it?

    In this episode of the Queer Money® Podcast, David and John share a personal story of feeling compelled to make a significant donation despite financial constraints. The story leads the two into an interview with writer and personal finance educator Jackie Lam, who discusses the challenges of balancing financial expectations, and community and family obligations with personal financial goals. The three discuss the concept of 'financial fawning,' setting boundaries for charitable giving, and creating a budget that accommodates both planned and spontaneous generosity. Jackie also shares her personal journey of addressing cultural and familial pressures while working towards her goal of semi-retirement in her 50s.

    Topics Covered on financial fawning

    A Night at the LGBTQ EventIntroducing Jackie LamThe Pressure to Help FamilyCultural and Familial ExpectationsFinancial Fawning and Personal BoundariesBalancing Generosity and Financial GoalsThe Invisible Pain of Financial StrugglesPersonal Finance and Hidden WealthUnderstanding Financial AnxietyGenerosity and Financial BoundariesPlanned and Spontaneous GivingCommunity and Personal JoyConclusion and Contact Information

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