EPS 1 - Finding the Right Advisor (and Getting Started without Fear)

from Pink Money · host Jerry Williams

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.Content note / disclaimerEducational only—no personalized financial, legal, or tax advice. Talk to licensed pros about your specific situation.💬 Have a question or comment? Contact Jerry here

Episode metadata supplied by the publisher feed · Published May 25, 2021

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EPS 1 - Finding the Right Advisor (and Getting Started without Fear)

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This episode was published on May 25, 2021.

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