Show Notes
In this special summertime episode of Take Pride in Retirement, host Matt McClure—your friend, your advisor, your pal, and your confidant—shares a five-step guide to getting your retirement plan in shape. Whether you're just beginning your journey or already in your post-work life, these practical, affirming steps are tailored specifically for LGBTQ+ individuals and couples.
What you'll learn:
️ Why LGBTQ+ retirees face unique financial planning challenges
How to build a personalized, inclusive retirement plan
How to make the most of Social Security (especially for same-sex couples)
Strategies for tackling inflation and rising healthcare costs
How to keep investing smartly, even in retirement
What the “Retirement Red Zone” means—and how to protect yourself in it
Plus, Matt shares why a fiduciary financial advisor who truly understands the LGBTQ+ experience can make all the difference.
Schedule your free consultation: TakePrideInRetirement.com
Or call: 855-246-9211
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Schedule your free consultation: TakePrideInRetirement.com
Connect with Matt: https://takeprideinretirement.com/#contact
Subscribe to our YouTube Channel: https://www.youtube.com/@TakePrideinRetirementShow
Take Pride in Retirement is proud to be named one of the top Pride podcasts on the internet by FeedSpot. For more, go to https://blog.feedspot.com/pride_podcasts
About Take Pride in Retirement:
Welcome to Take Pride in Retirement: A podcast dedicated to retirement planning solutions for the LGBTQ community. Our goal is to help educate you about ways to protect your hard-earned money while experiencing market-like growth at the same time.
Matt McClure is the host of Take Pride in Retirement. He is a licensed fiduciary financial advisor and Certified Annuity Specialist. The Institute of Business & Finance (IBF) recently awarded Matt with the only nationally recognized annuity designation, CAS® (Certified Annuity Specialist®). This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on fixed-rate and variable annuities.
Matt currently lives with his husband and two dogs in his home state of Georgia but spent more than 10 years in New York City. While in the nation’s #1 media market, he worked for The Wall Street Journal Radio Network, Spectrum News NY1 and WCBS Newsradio 880. A highlight of Matt’s career has been reporting regularly from the floor of the New York Stock Exchange.