June might be over, but Pride is something to celebrate all year long! Two of our GK Investment Advisors, Thomas Donnelly and Robert Castillo, come together to discuss ways to incorporate financial planning into your social activism. This June they focused their efforts on charitable giving strategies to support LGBT non-profit organizations. Tune in to find out how you can get involved!
On the latest episode of The LGBT Angle, host Robert Castillo gives a quick overview of the Backdoor Roth IRA and talks about who might benefit from this loophole. Is this something that could help you? Listen to the full episode to learn more and please reach out if you have any questions!
On the latest episode of The LGBT Angle, host Robert Castillo goes over some shocking retirement statistics and gives advice to those within the LGBT community. Listen to the full episode to learn more. Please don't hesitate to reach out if you have any questions at Robert@gerberkawasaki.com!
The LGBT Angle is a podcast hosted by the Founder of the LGBT Group / Financial Advisor, Robert Castillo. In each episode, he shares how the financial situations of LGBTQ+ community members can vary from straight couples. This episode discusses the difference between domestic partnerships and married couples.
How does financial planning for the LGBT community differ from other financial plans? Director of the GK LGBT Group / Financial Planner Robert Castillo explains how the 2015 law that legalized same-sex marriage opened a new door of 1,100 benefits.
It is still legal in 29 states for LGBT people to be denied credit, housing, and financial advice. Robert Castillo, leader of our LGBT group at GK discusses how the equality act will change these outdated laws. Still, other setbacks such as family acceptance contribute to the community having more student debt and increase the likelihood of experiencing homelessness.
GK Advisors Robert Castillo and Greg Fields are here with the second episode of our latest podcast, the LGBT Angle. This week, they're talking about ESG and socially responsible investing. Greg focuses on the social justice component of ESG, breaking down his insights on companies that are making strides for the LGBT community. Listen to the full episode on Spotify!
June might be over, but Pride is something to celebrate all year long! Two of our GK Investment Advisors, Thomas Donnelly and Robert Castillo, come together to bring you a heartfelt podcast episode. In the podcast, they discuss the ways to incorporate financial planning into your social activism. This June they focused their efforts on charitable giving strategies to support LGBT non-profit organizations. Tune in to find out how you can get involved!