Show Notes
How much do you really know about Social Security? This week on Take Pride in Retirement, host Matt McClure—your advisor, your pal, your confidant—sits down with Martha Shedden, president and co-founder of the National Association of Registered Social Security Analysts (NARSSA). Together, they break down what LGBTQ+ retirees need to know when making Social Security decisions—and how the wrong move could cost you tens or even hundreds of thousands of dollars.
From survivor benefits and spousal rules to gender identity updates and long-term planning myths, this empowering episode delivers the clarity and compassion LGBTQ+ folks deserve when planning their future. Matt also explains what the RSSA Roadmap is and how it can help you make the optimal (not just maximal!) decision for your unique situation.
Learn why timing matters, how to avoid common pitfalls, and how Social Security can—and should—fit into a larger retirement income plan.
Schedule your complimentary Social Security analysis and retirement 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.