I’m a financial planner and former Silicon Valley professional on a mission to transform the way we think about money and work. I help women and LGBT households create the financial freedom to live and work on your own terms. Sign up for our monthly-ish newsletter with our best ideas at the intersection of Money, Mindset, and the Modern Family.
Money Musings: Pride, Protection & Planning for What Matters Most
|
Hi friends, This Pride Month, we’re diving into one of the most essential—and often most overlooked—parts of building a secure financial future: estate planning. For LGBTQ+ families, singles, and unmarried couples, the stakes have always been high. And in a time when some of our hard-won rights and protections feel increasingly vulnerable, thoughtful, proactive planning is more important than ever. That’s why I was so glad to welcome Jaime Santos to the podcast this month. Jaime is a seasoned estate planning attorney based in the Bay Area—and a member of the LGBTQ+ community herself. She offers clear, compassionate guidance on how to safeguard your wishes and your loved ones, no matter what the future holds. In this 50 minute episode we cover:
Short on time? No problem- we’ve got the key takeaways in the show notes. What We're Sharing this Pride 🏳️🌈 This Pride Month, we’re spotlighting stories of resilience, community, and purpose: Podcast Launch Money with My Honey (Modern Family Finance Podcast) In Solidarity With the Trans Community 10 Years Since Our TED Talk A decade ago, we shared “This Is What LGBT Life Is Like Around the World” on the TED stage—based on our journey across five continents meeting “Supergays”: LGBTQ+ individuals making extraordinary change in their communities. Many of them are still leading today—and they’ve been joined by a new generation. Even in uncertain times, our community continues to grow in strength, courage, and connection. |
Hi! I'm Jenni.
I’m a financial planner and former Silicon Valley professional on a mission to transform the way we think about money and work. I help women and LGBT households create the financial freedom to live and work on your own terms. Sign up for our monthly-ish newsletter with our best ideas at the intersection of Money, Mindset, and the Modern Family.
Hi friends, If you’re in the Bay Area, you’ve probably followed the news about the avalanche in Tahoe last month that took the lives of nine people. One of them was a mom my age who Lisa and I saw regularly at our neighborhood gym. I’m sure I shared a barbell with her at some point. She was new to lifting but a good runner. She was always kind. Moments like this tend to do that thing they always do: they collapse time. They make the “someday” version of our life feel a lot less guaranteed. It...
Hello friends, As a financial planner, I’ve had dozens of conversations with mid-career tech professionals across the San Francisco Bay Area. On paper, most of them are doing great: strong incomes, solid careers, and stable finances. But the same questions keeps coming up: “Am I actually on track?” “Am I missing anything?” In the SF Bay Area, this is especially tricky. High compensation doesn’t always translate into real financial progress—between taxes, housing costs, lifestyle inflation,...
Hi friends, Living in an expensive place like the San Francisco Bay Area can feel… a bit unfair at times. You work hard, you earn well, and somehow the money still disappears faster than a parking spot at the Whole Foods in Noe Valley. Between high taxes and a high cost of living, it’s easy to wonder: “How is it possible to make this much and still feel squeezed?” If you’ve ever felt stuck on the earn-spend hamster wheel and are asking yourself how to finally get ahead, now is the perfect...