Show Notes
Caregiving rarely begins with a financial planning meeting. More often, it begins with a fall, a diagnosis, a hospital discharge, or a phone call saying someone you love can no longer manage alone.
Josh and I have both experienced caregiving within our own families, so we understand how quickly the emotional, physical, and financial demands can accumulate. In this episode, we discuss how to calculate the true cost of care, identify benefits before spending personal savings, protect the caregiver’s financial future, and put the necessary legal documents in place while everyone can still participate.
We also explore why LGBTQ+ caregivers may need to plan especially carefully when caring for partners, parents, friends, or chosen family. Love may inspire the care you provide—but love by itself is not a financial plan.
Schedule your free financial consultation at TakePrideInRetirement.com or call 855-246-9211.
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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.