Episode 22

July 19, 2024

00:38:06

Why a Formal Retirement Plan is Crucial for LGBTQ+ Americans

Why a Formal Retirement Plan is Crucial for LGBTQ+ Americans
Take Pride in Retirement
Why a Formal Retirement Plan is Crucial for LGBTQ+ Americans

Jul 19 2024 | 00:38:06

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Show Notes

On this week’s show, Matt discusses the results of a study by the Human Rights Campaign about the state of LGBTQ+ financial planning. The numbers highlight the need for educational resources and the importance of individualized help from a fiduciary financial advisor. Plus, income is more important in retirement than a big nest egg. Matt will tell you why. And he has a fresh look at the projections for Social Security’s cost of living adjustment next year.

 

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