Show Notes
The fall season is upon us, and among the normal fall cleanup of a financial portfolio is an equally important but often overlooked part of retirement planning: building and maintaining an emergency fund in retirement.
This month's vignette discusses how an emergency fund can help cover unexpected expenses without forcing someone to sell investments at an unfavorable time, and why having a clear cash-reserve strategy can provide both financial flexibility and peace of mind.
Schedule your free financial consultation at TakePrideInRetirement.com or call 855-246-9211.
--
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.