Show Notes
Legacy planning is more than documents—it’s an act of love. In this powerful episode of Take Pride in Retirement, Matt McClure explains why estate and legacy planning are especially vital for LGBTQ+ individuals and couples. From understanding wills and trusts to ensuring chosen family and causes are protected, this episode explores how to create a plan that reflects your true self. Plus, Matt speaks with Joan Alker of Georgetown University about new research on how proposed Medicaid cuts could deeply affect small businesses—including LGBTQ+ entrepreneurs.
✅ Learn how to structure your legacy
✅ Hear the difference between wills and trusts
✅ Discover how to transfer wealth tax efficiently
✅ Get policy insights on healthcare and small businesses
Whether you’re planning for retirement or just starting your financial journey, this episode will help you protect your future—and the people you love most.
Schedule your complimentary Social Security analysis and retirement consultation at TakePrideInRetirement.com or call 855-246-9211.
--
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:
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.