Best Automatic Enrolment Podcasts (2025)

1
EPS 42 - The Truth Behind Life Insurance Quotes and COI 38:03

Play Pause

2d ago38:03

38:03

Jerry pulls back the curtain on those nonstop ads for “mortgage protection” and “no-exam” life insurance. He walks through a real-world experiment comparing quotes from Ethos (no medical exam), USAA, and a broker (Big Lou/Pacific Life), showing how underwriting, company ratings, and policy type (term vs. permanent) can swing your cost—and your fami…

1
EPS 24 - Pride, Boycotts, and the Business of Backlash: Target, Bud Light & Beyond 13:59

4d ago13:59

13:59

Target has been under fire for its Pride displays — from merchandise being ripped down to employees harassed and media voices calling for boycotts. In this episode, unpacks the controversy around Target, Bud Light, and corporate Pride backlash. You’ll hear: Why stock price swings don’t mean a company is collapsing. The difference between unrealized…

1
Guided retirement and helping savers make the right decisions 23:26

11d ago23:26

23:26

Patrick Coyne, Interim Director of Pensions Reform at TPR, and Nike Trost, the FCA’s Head of Department - Asset Management and Pensions Policy, discuss how trustees can help ensure guided retirement makes a difference to savers by developing a much deeper understanding of the diverse needs and profiles within their scheme membership.…

1
EPS 41 - Inflation & Tariffs: What They Really Mean for You 35:01

16d ago35:01

35:01

From Jerry explores the real impact of rising prices, inflation, and tariffs—from simple t-shirt math to the historical bread lines of Weimar Germany. He explains how costs trickle down to consumers, why shortages fuel chaos, and how history shows us the dangers of runaway inflation. More, he offers practical advice for protecting your finances tod…

1
EPS 40 - Stop Paying the Price of Procrastination: Money Moves You Can’t Delay 25:48

16d ago25:48

25:48

Jerry talks about losing the time value of money and problems that can occur when we wait to take steps to do what's most important to us. Procrastination costs more than time — it costs money. Jerry shares real stories and practical steps to stop putting off your financial future. 💬 Have a question or comment? Contact Jerry here…

1
EPS 39 - Life, Death, and LGBTQ+ Resilience: Health, Hate, and the Power of Giving 26:37

3M ago26:37

26:37

In this thought-provoking episode of Pink Money, host Jerry Williams dives into the real numbers behind America’s leading causes of death—from smoking and heart disease to suicide and substance abuse—and explores how these realities impact the LGBTQ+ community in unique and devastating ways. Jerry unpacks health disparities, discrimination, and the…

1
EPS 38 - The Hidden Cost of Breakups: Protecting Your Money (and Yourself) 14:40

3M ago14:40

14:40

In this Pride Month episode of Pink Money, host Jerry Williams reflects on the emotional and financial challenges of breakups—sharing personal stories of how money habits, debt, and resentment can intensify the stress of separation. Jerry explains how tracking expenses, setting common goals, and building financial independence can make or break a r…

1
EPS 37 - Don’t panic—your 401(k) might just be your best friend: Automatic Enrollment in a 401(k) 24:19

3M ago24:19

24:19

In this episode of Pink Money, Jerry Williams tackles a common workplace shock: automatic 401(k) enrollment. When a listener panics after finding their paycheck suddenly smaller, Jerry explains why employers are allowed to do this, how automatic contributions work, and why it’s ultimately designed to benefit you. From target-date funds to money mar…

1
Value for money framework 29:43

4M ago29:43

29:43

Patrick Coyne, Interim Director of Policy and Public Affairs at TPR, and Nike Trost, Head of Asset Management and Pensions Policy at FCA, discuss the evolving value for money framework. Hear how it's shaping up, why it matters and the positive impact its set to have across the industry once rolled out.…

1
EPS 36 – End-of-Year Distribution Planning Don’t let year-end taxes catch you off guard 7:57

10M ago7:57

7:57

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. 💬 Have a question or comment? Contact Jerry hereBy Jerry Williams

1
Digital, data and technology strategy 16:05

10M ago16:05

16:05

Paul Neville, Executive Director of Digital, Data and Technology at The Pensions Regulator, describes how the organisation will use digital, data and technology to transform itself and industry in a bid to protect savers and drive innovation.By The Pensions Regulator

1
EPS 35 - Using AI to Crush Debt and Build Wealth: My ChatGPT Experiment 16:04

11M ago16:04

16:04

In this episode of Pink Money, Jerry Williams shares his surprising experience using ChatGPT as a financial planning tool. From creating a debt payoff strategy in seconds—comparing the “debt avalanche” vs. “debt snowball” methods—to suggesting investment options for as little as $60 a week, Jerry explores how AI can deliver practical, actionable fi…

1
EPS 34 – What Is a Dual Eligible Medicare Plan? Medicare made simple—without the sales pitch 24:24

11M ago24:24

24:24

In this episode of Pink Money, Jerry Williams cuts through the noise of nonstop commercials about “dual eligible” Medicare plans and explains what’s really going on during open enrollment. He breaks down the difference between Medicare and Medicaid, what “dual eligible” actually means, and the key parts of Medicare—A, B, C, and D—so you can better …

1
Preparing for a buy-in: selling illiquid investments 56:33

11M ago56:33

56:33

In the latest of our quarterly webinars, we discuss selling illiquid investments in preparation for a buy-in, including: David Barnett (partner and senior investment consultant at Barnett Waddingham) discussing the key considerations leading to the decision to sell an illiquid investment. Points to consider when appointing a broker to negotiate the…

1
Preparing for a buy-in: selling illiquid investments 56:33

11M ago56:33

56:33

In the latest of our quarterly webinars, we discuss selling illiquid investments in preparation for a buy-in, including: David Barnett (partner and senior investment consultant at Barnett Waddingham) discussing the key considerations leading to the decision to sell an illiquid investment. Points to consider when appointing a broker to negotiate the…

1
EPS 33 – Looking for a Man in Finance Because finding Mr. 6’5 Finance Bro isn’t simple math 26:01

1y ago26:01

26:01

The viral “Man in Finance” song may be catchy, but what are the real chances of finding a 6’5”, blue-eyed finance guy with a trust fund? In this episode of Pink Money, Jerry Williams crunches the numbers—looking at how rare those traits really are—and dives into what working “in finance” actually means, from investment bankers to financial planners…

1
EPS 35 – When Should You Take Social Security? Myths, Math & Money Social Security: more math, less myth 26:05

1y ago26:05

26:05

In this episode of Pink Money, Jerry Williams breaks down the confusing—and often overwhelming—decision of when to start taking Social Security. From age 62 to 70, Jerry explains how timing impacts your monthly benefit, why “take it early and invest” isn’t always the best advice, and what realistic returns look like compared to the hype. He also di…

1
EPS 31 – Issues, Situations, and Challenges Faced by Lesbians Real talk on queer spaces, kind breakups, and keeping each other safe. 40:15

1y ago40:15

40:15

Jerry welcomes Dalton and Melina for a candid, funny, and sometimes raw conversation about what many lesbians navigate day-to-day. From being ignored at gay bars and dress-code gatekeeping to why some lesbians feel safer in “straight” spaces, Melina shares lived realities that don’t get talked about enough. The trio also gets practical about relati…

1
EPS 30 - IRS Changes 2024: What’s New and How It Affects Your Taxes 36:01

1y ago36:01

36:01

In this episode of The Pink Money Podcast, host Jerry Williams breaks down the IRS’s most recent changes to the tax code — more than 60 adjustments that could affect your 2024 filing. From higher standard deductions and updated tax brackets to shifts in IRA contribution limits, AMT thresholds, and tax credits, Jerry explains what really matters in …

1
EPS 29 – Fees in Financial Products: The Hidden Cost of Money and Why Good Advice Matters 21:13

1+ y ago21:13

21:13

In this episode of the Pink Money Podcast, Jerry Williams, MS-PFP, explores one of the most overlooked aspects of personal finance: the true cost of fees in financial products. From annuities and life insurance to mutual funds and advisor commissions, Jerry explains how hidden expenses can quietly drain your portfolio over time. He also discusses t…

1
EPS 28 — Small Business Succession: Avoiding the Pitfalls 27:20

2y ago27:20

27:20

What happens to your business when you’re gone? In this episode, Jerry shares a real-life story of a woman left struggling after her CPA husband passed without a plan in place. From probate headaches to locked accounts, Jerry explains the simple steps you can take today—like payable-on-death designations, life insurance, and succession planning—to …

1
EPS 27 — The Truth About Roofs and Insurance Claims Storm-Proof Your Roof: Insurance, Hail, and How to Hire the Right Pro (with Alex from Alexis Roofing) 1:02:11

2y ago1:02:11

1:02:11

Austin storms can shred shingles—and your claim—if you don’t know the rules. Jerry talks with Alex of Alexis Roofing (roofer + 20+ year adjuster) about navigating roof damage and insurance without getting shortchanged. You’ll learn: Claims playbook: Document damage, request a re-inspection, and why desk adjusters often miss code-required items. Pol…

1
EPS 26 - Umbrella Insurance: Protecting More Than Just Your Home 16:10

2y ago16:10

16:10

Sometimes the biggest financial risks aren’t the ones you see coming. In this episode of the Pink Money Podcast, Jerry breaks down why an umbrella policy can be a smart, affordable way to protect your assets beyond the limits of your homeowners or auto insurance. From dog bites at the neighborhood pool to trampolines, defamation claims, or even acc…

1
EPS 25 – Terrible with Money? Start Here: Emergency Funds, Debt, and Building Wealth 24:29

2y ago24:29

24:29

Do you ever feel like your money is out of control? Host Jerry Williams dives into what being “terrible with money” really means—and how to fix it with a clear, step-by-step strategy. From setting realistic goals and creating a budget that works, to building an emergency cushion, paying down debt, and planning for retirement, Jerry lays out a roadm…

1
EPS 23 - Dividend Dates Demystified: Ex-Date vs Record Date Made Simple 15:25

2+ y ago15:25

15:25

In this episode of the Pink Money Podcast, Jerry unpacks the confusing world of “X-date.” While the media ties the term to debt ceiling debates, in the investing world it means something very different. Jerry explains the record date, declaration date, and ex-dividend date for mutual funds—what they mean for payouts, taxes, and your portfolio. Usin…

1
EPS 21 - Bond Basics: Credit, Risk, and the U.S. Debt Ceiling 24:54

2+ y ago24:54

24:54

In this episode, Jerry clears up a mix-up from the last release (where the wrong audio played about gold instead of bonds) and dives into the U.S. debt ceiling and how it ties directly into bonds and credit ratings. Jerry explains the debt ceiling in everyday terms—like paying off a credit card—and why a U.S. default would affect ordinary people, i…

1
EPS 22 - Power of Attorney: Planning Ahead Before It’s Too Late 11:34

2+ y ago11:34

11:34

As parents age — or even in your own life — there comes a point when someone may need help managing financial or health decisions. That’s where a power of attorney (POA) becomes critical. In this episode of the Pink Money Podcast, Jerry explains: The different types of powers of attorney (general, durable, limited, healthcare, and springing). Why t…

1
EPS 20 - Precious Metals 101: Should You Put Gold in Your Retirement? 22:11

2+ y ago22:11

22:11

In this episode, Jerry tackles the ever-present ads urging people to “buy gold for your IRA” and breaks down whether that’s really a good idea. He explains the different ways investors can gain exposure to gold and other precious metals—from physical gold bars and coins to mutual funds and ETFs—and highlights the pros and cons of each approach. Key…

1
EPS 19 - Mortgages Made Simple: FHA, VA, NACA & Beyond 56:50

2+ y ago56:50

56:50

Buying a home can feel overwhelming, especially for first-time buyers. In this episode of the Pink Money Podcast, Jerry is joined by his husband Dalton for a candid conversation about mortgages—what they are, how they work, and what first-time buyers need to know before jumping in. From FHA and VA loans to credit unions, down payments, interest rat…

1
EPS 18 - Getting Someone off your Auto Loan 16:16

2+ y ago16:16

16:16

In this episode of Pink Money Podcast, Jerry answers a listener’s question about how to remove a co-signer or joint owner from a car loan and title. He explains what banks look for before releasing the other party, including creditworthiness, payment history, and loan-to-value considerations. The discussion expands to practical steps like checking …

1
EPS 17 - Dow, S&P 500, and NASDAQ Demystified: What Market Indexes Really Mean 20:38

2+ y ago20:38

20:38

In this episode of the Pink Money Podcast, Jerry breaks down the meaning behind the daily headlines about the Dow, S&P 500, and NASDAQ. He explains how each index works, why they’re tracked, and what they really mean for your portfolio. From the history of these indexes to how portfolio managers use them as benchmarks, this episode gives you a clea…

1
EPS 16 - IRA Basics Explained: Contributions, Deductions & Rules 35:15

2+ y ago35:15

35:15

In this episode of the Pink Money Podcast, Jerry covers everything you need to know about IRA contributions ahead of the April 18th tax filing deadline. He explains the difference between traditional and Roth IRAs, contribution limits, deductibility rules, and how phase-outs work based on income. Jerry also shares tips on recordkeeping, rollovers, …

1
EPS 14 - Banks Fail from Bad Risk, Not Pride Flags 21:05

2+ y ago21:05

21:05

Jerry pushes back on claims that “wokeness” caused Silicon Valley Bank’s collapse, explaining the real issues—concentration risk, poor risk management, and the red flags raised by insider stock sales. He argues that inclusion efforts don’t sink banks—and pivots to the broader climate targeting LGBTQ+ people, from drag bans to bad-faith “groomer” sm…

1
ESP 15 - Rights, Money, and Real Talk: A Candid Conversation with David 37:51

2+ y ago37:51

37:51

Jerry sits down with guest David for a candid conversation on today’s political climate and LGBTQ rights—from marriage equality threats and drag-show bans to real-world safeguards like joint ownership, estate planning, and military survivor benefits. They swap stories about community backlash, book bans, and rising extremism, then pivot to practica…

1
EPS 13 - Bank Failures & FDIC Explained: How to Protect Your Deposits 20:08

2+ y ago20:08

20:08

Jerry discusses FDIC insurance 💬 Have a question or comment? Contact Jerry hereBy Jerry Williams

1
EPS 12 - Gifting with Grace: Avoid Probate Drama: PODs, TODs & Smart Gifting 37:37

3y ago37:37

37:37

Jerry welcomes financial advisor Grace to unpack smart gifting and simple estate-planning moves. They clear up gift-tax myths (down-payment help, Form 709, annual exclusions), when direct payments avoid gift tax (tuition/medical), and why POD/TOD designations, updated beneficiaries, wills, POAs, and living directives keep loved ones out of probate …

1
Pensions dashboards explained 27:39

3y ago27:39

27:39

In this episode, Chris Curry (Principal at the Pensions Dashboards Programme) and David Fairs (Executive Director of Regulatory Policy, Analysis and Advice at The Pensions Regulator) talk about pensions dashboards. They discuss the roles of their respective organisations, what trustees and scheme managers need to do to meet their connection deadlin…

1
EPS 11 – Borrower Defense: Fighting Back Against Predatory Student Loans 13:15

3+ y ago13:15

13:15

In this episode of the Pink Money Podcast, Jerry tackles the heavy burden of student loan debt—especially for those misled by predatory for-profit schools. He explains how the Borrower Defense to Repayment program can help cancel loans tied to fraud or deception, shares real-world stories of crushing debt, and offers step-by-step guidance on where …

1
EPS 10 – Life Insurance 101: Protecting Loved Ones & Planning Ahead 34:49

3+ y ago34:49

34:49

Life insurance isn’t the easiest topic to think about—but it’s one of the most powerful tools for protecting your family, funding causes you care about, or even supporting a business succession plan. Jerry breaks down term vs. whole life, why timing and health matter, how beneficiaries work, and common estate planning strategies tied to life insura…

1
Defined Contribution Schemes – Changing Landscape 9:55

3+ y ago9:55

9:55

In this episode, Beth talks about some of the keys changes that have been, and are being, introduced for defined contribution schemes including the pensions guidance stronger nudge, fees and collective DC schemes.By Mayer Brown

1
Defined Contribution Schemes – Changing Landscape 9:55

3+ y ago9:55

9:55

In this episode, Beth talks about some of the keys changes that have been, and are being, introduced for defined contribution schemes including the pensions guidance stronger nudge, fees and collective DC schemes.

1
EPS 9 - Medicare 101: Supplements vs. Advantage (and Why Part D Matters) 20:21

3+ y ago20:21

20:21

Confused by Medicare? You’re not alone. In this crash course, Jerry explains Parts A–D, compares Medigap vs. Medicare Advantage, and shares practical tips on choosing coverage that fits your health, budget, and peace of mind—plus a reminder that long-term care is a different planning conversation. 💬 Have a question or comment? Contact Jerry here…

1
EPS 8 - Annuities, Demystified: How They Work, When They Fit, What to Watch 27:24

3+ y ago27:24

27:24

Annuities sound mysterious—so let’s make them boring (in the best way). Jerry explains fixed, variable, and indexed annuities, what “annuitizing” actually means, how fees and surrender schedules work, and when an annuity can be a smart piece of your retirement plan. Plus: 1035 exchanges, teacher 403(b) quirks, and IRA alternatives. 💬 Have a questio…

1
EPS 7 - Annuities 101 (with Dalton): Plain-English Basics, Risks & When They Fit 35:59

3+ y ago35:59

35:59

Annuities sound mysterious—so we de-mystify them. Jerry and guest Dalton break down what annuities are, how they pay you, the differences between fixed/variable/indexed contracts, tax deferral, fees, surrender charges, and the “10% free” myth/limits. If you’ve ever wondered whether an annuity belongs in your plan—or how to avoid common mistakes—sta…

1
EPS 6 - Investing, Not Guessing: Time Horizons, Risk & Why Mutual Funds Keep You Sane 32:51

3+ y ago32:51

32:51

“Investing” isn’t buying whatever ad hits your feed this week. Jerry explains how to align risk with your timeline, why diversified mutual funds are a sensible core, how fees and expense ratios affect returns, and what to check inside your 401(k). Practical, no-jargon guidance for building a plan that survives black swans and bad headlines. 💬 Have …

1
Automatic enrolment 8:01

3+ y ago8:01

8:01

In this episode, Beth gives a refresher on the automatic enrolment requirements and talks about changes proposed by a private members bill.By [email protected]

1
Automatic enrolment 8:01

3+ y ago8:01

8:01

In this episode, Beth gives a refresher on the automatic enrolment requirements and talks about changes proposed by a private members bill.By [email protected]

1
EPS 5 - Sobriety, Stigma & the True Cost of Recovery: A Conversation with Dalton & Dan 36:39

3+ y ago36:39

36:39

Alcohol isn’t just a social habit—it can be a financial black hole and a life-ending disease. Jerry talks with Dalton and Dan about their journeys through alcoholism, recovery, and rebuilding. They share what treatment really costs, why LGBTQ-specific support spaces are vital, and how culture and stigma play into addiction. Honest, heartfelt, and h…

1
EPS 4 - The $60,000 DUI: One Man’s Costly Lesson on Drinking and Driving. 38:33

3+ y ago38:33

38:33

How much does a DUI really cost? Brock Horn lays it out—lawyers, fines, breathalyzers, court trips, probation, classes, even a credit-crippling car loan charge-off. In this unflinching conversation, he and Jerry track the money, the stress, and the slow climb back. If you or a friend ever think about “just driving this once,” this episode is your f…

1
Transferring to a defined benefit superfund 8:44

3+ y ago8:44

8:44

In this episode, Beth talks about the Pensions Regulator's guidance for trustees and sponsoring employers considering transacting with a defined benefit superfund.By [email protected]