Show Notes
We're halfway through 2025—are you halfway ready for retirement?
In this episode of Take Pride in Retirement, host Matt McClure returns from a whirlwind Fourth of July to share a powerful 12-step retirement readiness checklist designed specifically for LGBTQ+ individuals and couples in the retirement red zone—those five to ten years before or after retirement.
Matt dives into:
- A midyear market update (hint: the rebound is real)
- How tariffs and inflation may impact your nest egg
- A breakdown of essential steps to prepare financially, emotionally, and practically for retirement
- The forgotten 401(k)—and why it's time to track yours down
Whether you're dealing with catch-up contributions, debt payoff, long-term care worries, or just wondering where to start, this episode will help you take pride in every part of your journey to financial freedom.
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About Take Pride in Retirement:
Take Pride in Retirement is a podcast dedicated to retirement planning solutions for the LGBTQ community. Host Matt McClure, a licensed fiduciary financial advisor, shares strategies to protect your hard-earned money while pursuing market-like growth.
Matt holds the RSSA® credential as a Registered Social Security Analyst®, helping clients optimize their Social Security filing strategies to potentially increase lifetime income. He’s also a Certified Annuity Specialist® (CAS®), a designation earned through a 135+ hour graduate-level program in fixed-rate and variable annuities from the Institute of Business & Finance.
Based in Georgia with his husband and two dogs, Matt spent over a decade in New York City, working with The Wall Street Journal Radio Network, NY1, and WCBS Newsradio 880. A career highlight includes reporting from the floor of the New York Stock Exchange.