Episode 115: Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson

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Work Your Wealth
Work Your Wealth
Episode 115: Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson
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As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial planning to LGBTQ entrepreneurs who run mission-driven businesses. Entrepreneurs hold a special place in his heart. He spent a decade defending them against the IRS as a tax attorney and has become one himself as an advisor.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • How Brian evolved from a tax attorney into a CFP
  • Navigating unique financial needs for the LGBTQ community
  • The impact of marriage on a couples’ finances
  • Estate planning challenges for domestic partnerships
  • The financial paperwork that should be in place for every couple
  • How to navigate different mindsets around money
  • Financial planning tools for future family members
  • What it means to run a mission-driven business
  • How to mitigate  “shiny object syndrome”
  • Where to begin if you want to create change in the world
  • The best way to measure your passion around an issue
  • How to leverage your unique expertise to make an impact

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH BRIAN AND LET HIM KNOW YOU HEARD ABOUT HIM HERE

ENJOY THE SHOW?

Mary Beth Storjohann, CFP® is an author, speaker, and financial coach who takes a fun, no-nonsense approach in working with individuals and couples across the country, helping them make smart choices with their money.

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