Latest Episodes
Episode 7
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December 15, 2023
Building a Smart Vision for Your Retirement Years – No Matter Your Situation
On this edition of Take Pride in Retirement, Matt discusses what it means to build a Smart Retirement Plan. Starting with “Smart Vision,” he...
00:58:04
Episode 6
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November 03, 2023
LGBTQ+ Americans are Seeking Safety with Their Investments
Many LGBTQ people are gravitating towards safer investments these days. But “safe” doesn’t mean sacrificing growth. With Wall Street on a rocky ride, why...
01:00:20
Episode 5
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October 06, 2023
Navigating Wall Street’s Rocky Ride
Many LGBTQ people are gravitating towards safer investments these days. But “safe” doesn’t mean sacrificing growth. With Wall Street on a rocky ride, why...
00:50:19
Episode 4
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September 08, 2023
Trans Issues in Financial Planning - Interview with Gabrielle Claiborne
Everyone faces unique challenges when it comes to planning for retirement and the transgender community is no exception. This week, Matt welcomes special guest...
00:59:54
Episode 3
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August 11, 2023
Gen X is Not Prepared for Retirement: How You Can Catch Up
A new survey shows Generation X is way behind when it comes to planning for retirement. On this week’s edition of Take Pride in...
00:52:44
Episode 2
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July 21, 2023
Smart Safe, Smart Risk and Smart Tax Planning for Your Retirement
This week, the Smart Retirement Plan series continues with a look at Smart Safe, Smart Risk and Smart Tax planning. Matt has tips on...
00:54:47