Does it feel like retirement calculators are vague and leave you with more questions than when you started? Then, you’re going to love this Queer Money episode. Today, we’re sharing what we think is the best retirement calculator ever. We’re joined today by Lauren Boland of C-SIM FIRE. Lauren’s a tech genius who’s worked for Lockheed Maretin, Deloit and one of our favorite partners, The Motley Fool. Lauren’s been building this amazing calculator for years and it’s good. This is a special episode...
Oct 03, 2023•43 min•Season 1Ep. 442
The home of Motor City. The Great Lakes State. The birthplace of Madonna on August 16, 1958, just two months and one week after Prince was born an 11-hour drive away on I-94. You’re listening to Queer Money episode #441. And today, we’re sharing the most affordable, LGBTQ+ friendly city in Michigan. 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 an...
Sep 28, 2023•7 min•Season 1Ep. 441
Once upon a time, in a land not-so-far-away called ESG investing, the fairy godmother of the East made you sleep better because your investments didn’t harm the environment, exploit people or make puppies cry. But the Wicked Witch of the West haunted your dreams like Freddie Kruger with low stock market returns and fears of retirement insecurity. Today on Queer Money, we’re talking with the co-founders of Till Investors and co-authors of the upcoming book Sustainable Investing: An ESG Starter Ki...
Sep 26, 2023•55 min•Season 1Ep. 440
The Land of 10,000 Lakes. The Star of the North. The birthplace of Prince Rogers Nelson, aka Prince and the Artist Formerly Known as Prince, on June 7, 1958. This is Queer Money episode #439. And today, we’re sharing the most affordable, LGBTQ+ friendly city in Minnesota 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 dynami...
Sep 21, 2023•7 min•Season 1Ep. 439
Does the thought of retirement keep you up at night? Not because of finances, but because you won’t have children to help care for you or because you won’t have a spouse or partner to be there for you? On this Queer Money episode, we’re talking about retirement planning for solo- and child-free agers. Per a recommendation in the Queer Money Facebook group, we’re joined today by Dr. Sara Zeff Geber, author of Essential Retirement Planning for Solo Agers . From her years of research and speaking o...
Sep 19, 2023•1 hr 4 min•Season 1Ep. 438
The birthplace of blues music, Britney Spears, root beer, the soft toilet seat cover and Oprah Winfrey . . . It’s in the Deep South, has a huge state fair and is considered the Magnolia State. This is Queer Money episode #437. And today, we’re sharing the most affordable, LGBTQ+ friendly city to live in in Mississippi. 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 Z...
Sep 14, 2023•7 min•Season 1Ep. 437
Last year, we published the first of its kind, in-depth and breath, money study about the LGBTQ+ community in partnership with The Motley Fool, and some of the findings were shocking. We decided to revisit the same questions that we asked last year again in partnership with The Motley Fool to see how things changed for the community in just one year. On this Queer Money episode, we’re sharing the results of the 2023 Motley Fool/Debt Free Guys LGBTQ+ Money Study with returning guest Jack Ca...
Sep 12, 2023•52 min•Season 1Ep. 436
The site of the most powerful earthquake to strike the United States (1811) and the most destructive tornado in recorded history (1925). The birthplace of Harry Truman, the 33rd president of the US, and the 24th state to join the Union. You’re listening to Queer Money episode #435. And today, we’re sharing the most affordable, LGBTQ+ friendly city to live in in Missouri. We'll share the top two based the data we've pulled from The Human Rights Campaign's Municipal Equality Index, city-level cost...
Sep 07, 2023•6 min•Season 1Ep. 435
What do a Bachelorette Reality TV star, little-talked-about investments and interest rates have in common? They have Queer Money episode #434 in common because we have Jason Tartick of The Bacheloretee season 14 on the show to talk about the super exciting investment topic of CDs - amongst other things. In addition to being a contestant on The Bachelorette, Jason is a Wall Street Journal Best Selling Author, podcast host of the top charting ‘Trading Secrets’ podcast and multi-media star. F...
Sep 05, 2023•43 min•Season 1Ep. 434
What are the most affordable, LGBTQ+ friendly cities in the United States? On this Queer Money, we're taking a break from our usual look at individual states. We wanted to share the the top 10 most affordable, LGBTQ+ friendly cities so far from the first 25 states we’ve covered from Montana to Wyoming. All of these cities scored a 100 on the Human Rights Campaigns Municipal Equality Index. So, for this list our focus is on the city-level cost of living, the US Census data on incomes and Zillow's...
Aug 31, 2023•14 min•Season 1Ep. 433
She's queer, she's a dividend investor and she's reached financial independence. Today on Queer Money, were interviewing an international woman of mystery with our guest Dream of The Dividend Dream on YouTube. Dream shares her financial independence story from being the daughter of a single immigrant mother and what that taught her about money to how she's built a portfolio worth over $3 million that is paying her nearly $100k per year in passive income. Sound like a dream? It's not. It's The Di...
Aug 29, 2023•47 min•Season 1Ep. 432
This week's Most Affordable LGBTQ+ cities come from a state where 72% of the population agrees that there should be protections for the LGBTQ+ community. It's also a state that consistently has one of the highest number of bookstores per capita. This state is home to an abundance of wildlife, including some of the most iconic creatures in North America, including grizzlies, wolves, bison, and elk. Most of this wildlife can be seen in one of the biggest National Parks in the country; Yellowstone....
Aug 24, 2023•6 min•Season 1Ep. 431
Per AON, a global professional services firm, 49.0% of S&P 500 companies and 38.5% of Russell 3000 companies offer ESPPs. ESPP or Employer Stock Purchase Plan is a great tool for building wealth and adding to your investing portfolio. What are the pros and cons of participating in your employer's plan? What are some of the common aspects? Are there tax consequences in participating? We take a look at these questions and more on this episode of Queer Money. For the resources and to connect wi...
Aug 22, 2023•20 min•Season 1Ep. 430
The state where the Ruben sandwich hales from, where Kool-aid was invented, vast prarie land and a long & rich history of African-American music, including jazz, blues, & gospel. This state where 65% of the population either strongly favors or favors laws that would protect gay, lesbian, bisexual, and transgender people against discrimination in jobs, public accommodations, and housing If you don't know, we're talking about Nebraska! It's not often thought of as a great place for LGBTQ f...
Aug 17, 2023•6 min•Season 1Ep. 429
Why is there a proliferation of anti-LGBTQ legislation? How are businesses taking court cases to the Supreme Court that encourage and allow discrimination against LGBTQ people? Why are school boards around the country being populated with ultra-conservative, religious right moms and dads? Yes, the LGBTQ+ community is clearly under attack. Why is this happening to the degree that it is right now? It's in part because of a well-financed strategic plan being carried out and financed by the religiou...
Aug 15, 2023•1 hr 3 min•Season 1Ep. 428
The Silver State is known for Las Vegas, the Hoover Dam, the Valley of Fire and a state with no income taxes. This state where 68% of the population supports LGBTQ+ protections at the state level. Of course, we're talking about Nevada! But is it 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 ...
Aug 10, 2023•8 min•Season 1Ep. 427
Ever ask yourself... What is values-based spending? How do you determine what are your real values? Will aligning your spending and your values bring you more happiness and financial well-being? We answer all of these questions this week on the Queer Money podcast. We're joined by Adam Davis, of Capital One, who shares steps that we can use and tips on tools that allow us to align our spending and our values to enhance our lives without having to stress or work extra. For the resources and to co...
Aug 08, 2023•20 min•Season 1Ep. 426
The Granite State is know for maple syrup, Hampton Beach, the shortest shoreline in the U.S. and amazing wild life and nature. This state also ranks as the #1 state that thinks there should be LGBTQ+ protections coming in at 81% of the population. Of course, we're talking about New Hampshire! But is it 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 ...
Aug 03, 2023•6 min•Season 1Ep. 425
Your voice can be one of your most powerful tools. Yet, it can be nearly worthless if you're not speaking with authenticity. How do we as LGBTQ+ entrepreneurs use our voice as a powerful tool to show our authentic selves? On this Queer Money, Matt Halloran of Proud Mouth joins us this week to share how he helps his clients and can help us to do just that. For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe Follow us: Queer Money...
Aug 01, 2023•38 min•Season 1Ep. 424
The Jersey Shore, Atlantic City, Ellis Island and the Statue of Liberty. Wait, what? You heard that right the Garden State is home to the Statue of Liberty. This state also ranks as the #7 state when it comes to the population thinking that homosexuality should be accepted by society! It's also becoming one of the best retirement destinations for LGBTQ+ couples. Of course, we're talking about New Jersey! But is it affordable for queer folks to live? We'll share the top two based the data we've p...
Jul 27, 2023•7 min•Season 1Ep. 423
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...
Jul 25, 2023•40 min•Season 1Ep. 422
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 Campa...
Jul 20, 2023•9 min•Season 1Ep. 421
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....
Jul 18, 2023•37 min•Season 1Ep. 420
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...
Jul 13, 2023•10 min•Season 1Ep. 419
Per Bankrate in May 2023, 52% of respondents to recent study listed money as biggest toll on mental health issues. The Wall Street Journal in April published an article titled People Are Sick and Tired of All Their Subscriptions Subscriptions per user peaked in the 3rd quarter 2022, but ⅓ of respondents to a Credit Karma claimed their biggest financial mistake in 2022 was paying for services they did not use. Today on Queer Money, we're sharing 7 ways you can cut those subscriptions and add some...
Jul 11, 2023•23 min•Season 1Ep. 418
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, c...
Jul 06, 2023•7 min•Season 1Ep. 417
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 t...
Jul 04, 2023•40 min•Season 1Ep. 416
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 In...
Jun 29, 2023•7 min•Season 1Ep. 415
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.c...
Jun 27, 2023•29 min•Season 1Ep. 414
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 ...
Jun 22, 2023•10 min•Season 1Ep. 413
