Show Notes
Spring has sprung, and it's time to clean up those retirement accounts! In this episode, I'm tackling something crucial for our community—finding forgotten retirement money, cutting hidden fees, and making sure your investments match where you are in life right now.
Did you know that 57% of LGBTQ+ folks earn less than $50,000 annually? That means we can't afford to lose money to unnecessary fees or leave accounts scattered across old employers. I'll show you exactly how to track down those lost 401(k)s (yes, even from that job you left 15 years ago), identify fees that could be costing you tens of thousands, and check if your asset allocation still makes sense for your goals.
Whether you've changed jobs due to discrimination, moved for acceptance, or just want to get your financial house in order, this episode gives you the roadmap. Visit TakePrideInRetirement.com to schedule a free consultation and let's build the retirement you can take pride in!
Schedule your free financial consultation at TakePrideInRetirement.com or call 855-246-9211.
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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.