Episode Details

This week Queer Money brings back Certified Financial Planner (CFP) Brian Thompson of BT Financial. Brian was our featured guest on Season 1, Episode 11: 4 Keys to Winning the MidLife Career Change, on which Brian talked about his transition from tax attorney to CFP. This week Brian shares three surprises, three ah-has and an awesome LGBT money quote, as we discuss his participation in Betterment’s Wealth Management for the LGBT community event in New York City earlier this month.

Mentioned in this episode:

Optimize August Ad 2

With political uncertainty growing in the U.S., now is the time to build your Plan B. The Optimize Portugal Golden Visa Fund may let you invest existing IRA assets while pursuing Portuguese residency for you and your family. Don’t wait until you need an escape plan to create one. Click below to learn more and request information.

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It's time to create your retirement abroad plan

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