Latest Episodes
February 21, 2025
How to Retire with Confidence: Insights from Morningstar’s Christine Benz
Market volatility can be unnerving, but a solid financial plan can help you stay the course. In this episode, Matt McClure sits down with...
00:46:53
February 14, 2025
From Outwrite to Empowerment: Philip Rafshoon on Legacy & Financial Lessons
In this episode, Matt sits down with Philip Rafshoon, entrepreneur and advocate, to talk about his experience opening and running one of Atlanta’s most...
00:48:01
February 07, 2025
Staying Financially Strong in Uncertain Times: LGBTQ+ Wealth & Well-Being
As the economy shifts and LGBTQ+ rights come under attack, it’s more important than ever to be proactive. This episode covers why long-term financial...
00:45:20
February 06, 2025
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you...
00:08:02
January 31, 2025
LGBTQ+ Retirement & Taxes: What You Need to Know Before You Retire
Tax season is officially here! On this week’s show, Matt speaks with Mark Steber of Jackson-Hewitt Tax Service about why you should file as...
00:51:45
January 24, 2025
Retirement Pitfalls for LGBTQ+ Folks: Avoiding Common Financial Missteps
Retirement planning has unique challenges for LGBTQ+ individuals, from legal nuances to healthcare disparities. In this episode, Matt dives into the most common mistakes...
00:46:21