Show Notes
If you've ever wondered whether you're really on track for retirement, you're not alone.
In this episode, Josh asks me five of the most common retirement questions I hear from LGBTQ+ clients—and we tackle them one by one.
We discuss whether retirement planning is actually different for LGBTQ+ people, why estate planning is so important, how to know when you're ready to retire, what legacy planning looks like if you don't have children, and the biggest mistake I see people make over and over again.
Whether retirement is years away or just around the corner, these are conversations every LGBTQ+ household should have.
Schedule your free financial consultation at TakePrideInRetirement.com or call 855-246-9211.
Because retirement isn't just about having enough money—it's about having the freedom to create unforgettable experiences.
--
Request your free RSSA Roadmap for Social Security optimization
Watch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShow
Follow on BlueSky, Threads, Facebook, Instagram — just search Take Pride in Retirement
--
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.