Show Notes
Are your final wishes protected? On this episode of Take Pride in Retirement, licensed financial advisor Matt McClure covers the essentials of retirement planning for LGBTQ+ individuals and allies. Learn how to maximize your Social Security benefits, why estate documents like wills and trusts are non-negotiable, and how to ensure your partner or chosen family is cared for—no matter what. Matt also shares insights from recent research on LGBTQ+ aging and outlines supportive organizations that offer inclusive housing, healthcare, and financial resources. Get the peace of mind that comes from planning with purpose.
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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.