Money Talk with Yu, hosted by Jerry Yu
Claim This Podcastby Jerry Yu
Podcast Overview
<p>Welcome to 'Money Talk with Yu,' the podcast that invites you to explore the captivating journeys of accomplished businesspeople who have paved their way to success. Join your host, Jerry Yu, as he sits down with a diverse range of entrepreneurs and industry leaders, delving deep into their stories of triumph, resilience, and vision. Discover the invaluable lessons learned along the way, and gain insights into building and safeguarding your business and financial future for generations to come. In the midst of these inspiring conversations, Jerry draws from his own expertise as the author of 'Fortify Your Financial Kingdom,' offering a unique perspective on how to infuse flexibility and control on your journey to success. Tune in to 'Money Talk with Yu' and fortify your path today!</p><p><br></p><p><br></p>
Language
🇺🇲
Publishing Since
5/17/2023
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Recent Episodes
August 21, 2024
[Classic Rewind] Sandwich Conversations, Part of Taking Care of the Whole Family Forever
<p><span style="background-color: transparent; color: rgb(0, 0, 0);">This is a Classic Rewind.</span></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">On today’s Money Talk with Yu, Doug and Jerry discuss:</strong></p><ul><li><span style="background-color: transparent;">The sandwich – what do we mean by that?</span></li><li><span style="background-color: transparent;">The fact that there is more to prepare for the future other than for college and retirement…what else is there?</span></li><li><span style="background-color: transparent;">Keeping documents up to date. What documents are we referring to?</span></li><li><span style="background-color: transparent;">What programs can help you keep your plans in place? </span></li></ul><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Key Takeaways:</strong></p><ul><li><span style="background-color: transparent;">When creating a financial plan resilient to uncertainties, it’s essential to take a comprehensive approach that involves evaluating your current finances and establishing long-term objectives.</span></li><li><span style="background-color: transparent;">For those in the "sandwich generation," striking a balance between saving for retirement, paying for children’s education, and caring for elderly parents is vital to achieving financial stability.</span></li><li><span style="background-color: transparent;">Legacy building isn’t just about wealth; it’s also about passing down values and life lessons, making them an integral part of what you leave behind.</span></li><li><span style="background-color: transparent;">Updating legal documents regularly is crucial, as they must adapt to changing life circumstances to ensure your assets are distributed according to your wishes.</span></li></ul><p><br></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);">“</span><strong style="background-color: transparent; color: rgb(0, 0, 0);"><em>These documents are evolving. You always have to keep it up to date based on the situation at that time."</em> </strong></p><p><strong style="background-color: transparent; color: rgb(0, 0, 0);">—Jerry Yu</strong></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">About the host, Jerry Yu:</strong></p><p><span style="background-color: transparent; color: rgb(34, 36, 47);">Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.</span></p><p><br></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Contact Jerry:</strong></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Website:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.reignfinancialservices.us" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.reignfinancialservices.us</a></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Linkedin:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.linkedin.com/in/jerry-yu-4a293430/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.linkedin.com/in/jerry-yu-4a293430/</a><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Facebook:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.facebook.com/reign.financial.insurance" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.facebook.com/reign.financial.insurance</a></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Instagram:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.instagram.com/reign.financial" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.instagram.com/reign.financial</a></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">YouTube:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> Search for “Jerry Yu – The Family Money Doctor” (</span><a href="https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA</a><span style="background-color: transparent; color: rgb(34, 36, 47);">) </span></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Office:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> 500 Technology Dr., #300. Irvine, CA 92618 </span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Work:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> (626) 269-9098</span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Cell:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> (626) 890-0090</span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Email:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> jerry.yu@reignfinancialservices.us</span></p><p><br></p><p><br></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);">Show notes by Podcastologist: Hanz Jimuel Alvarez</span></p><p><br></p><p><span style="color: rgb(0, 0, 0);">Audio production by </span><a href="https://t.sidekickopen77.com/s1t/c/5/f18dQhb0S7lM8dDMPbW2n0x6l2B9nMJN7t5XWPdSD1CW2zq9rs4Y8_jsTmtwR3JwfC-103?te=W3R5hFj4cm2zwW4mKLS-4fPf-FW3XWJt643Pr3GF4cQb1fmLXp1&si=8000000000242417&pi=a234d7d8-f11b-4fd4-feb6-16232278dc85" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">Turnkey Podcast Productions. </a><span style="color: rgb(0, 0, 0);">You're the expert. Your podcast will prove it. </span></p>
August 14, 2024
[Classic Rewind] Looking at Family Finances Across Time
<p><em style="background-color: transparent; color: rgb(0, 0, 0);">This is a Classic Rewind episode.</em></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">On today’s Money Talk with Yu, Jerry discusses</strong></p><ul><li><span style="background-color: transparent;">Which choice is better, a Mercedes or a Jet? Why?</span></li><li><span style="background-color: transparent;">As it relates to investing, why does time make a difference?</span></li><li><span style="background-color: transparent;">What is the difference as it pertains to investing in short, medium, and long-term legacy, and why do they actually matter?</span></li><li><span style="background-color: transparent;">What risks do people take when thinking in the wrong terms?</span></li></ul><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Key Takeaways:</strong></p><ul><li><span style="background-color: transparent;">By treating financial decisions with the same scrutiny as choosing between a luxury car and a private jet, you can tailor your financial strategy to your life's unique objectives and stages.</span></li><li><span style="background-color: transparent;">It's essential to diversify your portfolio and set clear goals that align with various time frames – short-term needs, midterm growth, long-term security, and leaving a legacy.</span></li><li><span style="background-color: transparent;">Financial planning isn't exclusive to the wealthy; it's a tool accessible to anyone. </span></li><li><span style="background-color: transparent;">Discussing the balance between different planning stages reveals the importance of maintaining liquidity, staying nimble in the face of market volatility, and understanding tax implications to protect and grow your wealth strategically.</span></li></ul><p><br></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);">“</span><strong style="background-color: transparent; color: rgb(0, 0, 0);"><em>If I have a proper legacy set up for the next 200 years, all the great-grandchildren know grandpa Jerry Yu because of what he did 200 years ago that provided me with this financial stability, that's leaving a legacy."</em> </strong></p><p><strong style="background-color: transparent; color: rgb(0, 0, 0);">—Jerry Yu</strong></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">About the host, Jerry Yu:</strong></p><p><span style="background-color: transparent; color: rgb(34, 36, 47);">Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.</span></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Contact Jerry:</strong></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Website:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.reignfinancialservices.us" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.reignfinancialservices.us</a></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Linkedin:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.linkedin.com/in/jerry-yu-4a293430/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.linkedin.com/in/jerry-yu-4a293430/</a><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Facebook:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.facebook.com/reign.financial.insurance" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.facebook.com/reign.financial.insurance</a></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Instagram:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.instagram.com/reign.financial" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.instagram.com/reign.financial</a></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">YouTube:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> Search for “Jerry Yu – The Family Money Doctor” (</span><a href="https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA</a><span style="background-color: transparent; color: rgb(34, 36, 47);">) </span></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Office:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> 500 Technology Dr., #300. Irvine, CA 92618 </span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Work:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> (626) 269-9098</span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Cell:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> (626) 890-0090</span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Email:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> jerry.yu@reignfinancialservices.us</span></p><p><br></p><p><br></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);">Show notes by Podcastologist: Hanz Jimuel Alvarez</span></p><p><br></p><p><span style="color: rgb(0, 0, 0);">Audio production by </span><a href="https://t.sidekickopen77.com/s1t/c/5/f18dQhb0S7lM8dDMPbW2n0x6l2B9nMJN7t5XWPdSD1CW2zq9rs4Y8_jsTmtwR3JwfC-103?te=W3R5hFj4cm2zwW4mKLS-4fPf-FW3XWJt643Pr3GF4cQb1fmLXp1&si=8000000000242417&pi=a234d7d8-f11b-4fd4-feb6-16232278dc85" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">Turnkey Podcast Productions. </a><span style="color: rgb(0, 0, 0);">You're the expert. Your podcast will prove it. </span></p>
August 7, 2024
[Classic Rewind] What to Do with Your 401K
<p><span style="background-color: transparent; color: rgb(0, 0, 0);">This is a Classic Rewind episode.</span></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">On today’s Money Talk with Yu, Jerry discusses:</strong></p><ul><li><span style="background-color: transparent;">Understanding the intricacies of 401k plans and the significance of company matching contributions</span></li><li><span style="background-color: transparent;">The benefits of maximizing 401k contributions and how the employer matching process works, alongside the vesting period</span></li><li><span style="background-color: transparent;">Dispelling common myths about 401(k)s that may affect investment decisions and strategies</span></li><li><span style="background-color: transparent;">Exploring alternative retirement investment options, with a focus on permanent life insurance as a beneficial supplement</span></li></ul><p><br></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);"> </span><strong style="background-color: transparent; color: rgb(34, 36, 47);">Key Takeaways:</strong></p><ul><li><span style="background-color: transparent;">The basics of 401k plans are crucial for effective retirement planning and taking full advantage of employer contributions can significantly enhance your savings.</span></li><li><span style="background-color: transparent;">By recognizing the critical nature of 401k contributions and the intricacies of employer matching, people will make more informed decisions about job changes and financial stability.</span></li><li><span style="background-color: transparent;">Demystifying 401(k) misconceptions empowers individuals to make informed investment choices and manage risks and restrictions with confidence.</span></li><li><span style="background-color: transparent;">Alternative retirement strategies, such as permanent life insurance, provide a comprehensive approach to financial planning, offering tax advantages and solidifying family security.</span></li></ul><p><br></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);">“</span><strong style="background-color: transparent; color: rgb(0, 0, 0);"><em>You don't have to rely solely on a 401(k) for retirement; exploring tools like permanent life insurance can offer tax benefits and guarantees that support your long-term goals."</em> </strong></p><p><strong style="background-color: transparent; color: rgb(0, 0, 0);">—Jerry Yu</strong></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">About the host, Jerry Yu:</strong></p><p><span style="background-color: transparent; color: rgb(34, 36, 47);">Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.</span></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Contact Jerry:</strong></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Website:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.reignfinancialservices.us" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.reignfinancialservices.us</a></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Linkedin:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.linkedin.com/in/jerry-yu-4a293430/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.linkedin.com/in/jerry-yu-4a293430/</a><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Facebook:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.facebook.com/reign.financial.insurance" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.facebook.com/reign.financial.insurance</a></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Instagram:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> </span><a href="http://www.instagram.com/reign.financial" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">www.instagram.com/reign.financial</a></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">YouTube:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> Search for “Jerry Yu – The Family Money Doctor” (</span><a href="https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA</a><span style="background-color: transparent; color: rgb(34, 36, 47);">) </span></p><p><br></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Office:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> 500 Technology Dr., #300. Irvine, CA 92618 </span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Work:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> (626) 269-9098</span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Cell:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> (626) 890-0090</span></p><p><strong style="background-color: transparent; color: rgb(34, 36, 47);">Email:</strong><span style="background-color: transparent; color: rgb(34, 36, 47);"> jerry.yu@reignfinancialservices.us</span></p><p><br></p><p><span style="background-color: transparent; color: rgb(0, 0, 0);">Show notes by Podcastologist: Hanz Jimuel Alvarez</span></p><p><br></p><p><span style="color: rgb(0, 0, 0);">Audio production by </span><a href="https://t.sidekickopen77.com/s1t/c/5/f18dQhb0S7lM8dDMPbW2n0x6l2B9nMJN7t5XWPdSD1CW2zq9rs4Y8_jsTmtwR3JwfC-103?te=W3R5hFj4cm2zwW4mKLS-4fPf-FW3XWJt643Pr3GF4cQb1fmLXp1&si=8000000000242417&pi=a234d7d8-f11b-4fd4-feb6-16232278dc85" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">Turnkey Podcast Productions. </a><span style="color: rgb(0, 0, 0);">You're the expert. Your podcast will prove it. </span></p>
51 total episodes available
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- What is Money Talk with Yu, hosted by Jerry Yu?
<p>Welcome to 'Money Talk with Yu,' the podcast that invites you to explore the captivating journeys of accomplished businesspeople who have paved their way to success. Join your host, Jerry Yu, as he sits down with a diverse range of entrepreneurs and industry leaders, delving deep into their stories of triumph, resilience, and vision. Discover the invaluable lessons learned along the way, and gain insights into building and safeguarding your business and financial future for generations to come. In the midst of these inspiring conversations, Jerry draws from his own expertise as the author of 'Fortify Your Financial Kingdom,' offering a unique perspective on how to infuse flexibility and control on your journey to success. Tune in to 'Money Talk with Yu' and fortify your path today!</p><p><br></p><p><br></p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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