Take Pride in Retirement

As we head into a brand-new year, I wanted to sit down and share something a little more personal — the five financial resolutions I believe can truly transform your future, especially for LGBTQ+ folks like us who’ve often had to navigate financial hurdles that others don’t always see.

In this episode, I walk you through the SMART goal framework I personally use, why rebuilding your budg...

In this episode of Take Pride in Retirement, I walk you through a focused LGBTQ+ year-end financial checklist to help you finish 2025 strong and step into 2026 with clarity and confidence. I cover the key moves to make before the calendar turns — from budgeting and debt reduction to maximizing retirement contributions, planning for RMDs, updating beneficiaries, and protecting your legal ...

In this episode, Matt McClure sits down with Bank of America’s Mary Hines Droesch to explore the latest holiday shopping trends—from the rise of “dupe culture” to how Gen Z and millennials are reshaping gift-giving.

Then, Matt breaks down the five biggest first-year retirement surprises LGBTQ+ retirees face, including emotional transitions, healthcare shocks, relationship shifts, tax com...

In this Thanksgiving-week episode of Take Pride in Retirement, host and fiduciary advisor Matt McClure breaks down the 2026 Social Security changes and what they mean specifically for LGBTQ+ retirees and pre-retirees.

Matt explains how cost-of-living adjustments, Medicare premium increases, and new tax deductions intersect with the lived financial realities of LGBTQ+ adults—many of whom ...

Your credit isn’t just a number — it’s a key part of your financial security. And for LGBTQ+ individuals and couples, strong credit can provide access, protection, and freedom, especially as you plan for retirement. 

This time around, Matt sits down with Margaret Poe, Head of Consumer Credit Education at TransUnion, to break down how to safely check and monitor your credit, what red flag...

Talking about money isn’t always easy — especially for LGBTQ+ couples who often bring unique financial histories, family dynamics, and life experiences into their relationships. In this powerful episode of Take Pride in Retirement, host and advisor Matt McClure breaks down the conversations every LGBTQ+ couple and family needs to have to build a strong, unified, and confident retirement ...

Caring for a loved one can be one of life’s most meaningful experiences — but it can also be emotionally and physically exhausting. In this episode of Take Pride in Retirement, host Matt McClure sits down with Dr. Michael Gabriel, National Medical Director of Carelon Palliative Care, to talk about caregiver burnout, available support systems, and the important difference between palliati...

As 2025 winds down, the clock is ticking for retirees to make key financial moves before December 31st. In this episode, host and advisor Matt McClure breaks down your year-end checklist—from required minimum distributions (RMDs) and Roth conversions to charitable giving and tax-loss harvesting.

Plus, Bank of America’s Shikha Narula, Head of ...

In this episode of Take Pride in Retirement, host Matt McClure sits down with Kai Walker, Managing Director of Workplace Benefits Research and Inclusion Transformation at Bank of America, to discuss the latest Workplace Benefits Report. The findings reveal how American workers are coping with financial anxiety, managing debt, and preparing for retirement amid persistent inflation.

Kai sh...

It’s Halloween week on Take Pride in Retirement, and Matt McClure is uncovering the three scariest mistakes retirees make: outliving your money, failing to plan for healthcare costs, and ignoring the “tax goblin” that can sneak up on your savings. Matt explains how to prepare for these invisible threats and build a flexible plan that helps your money—and your peace of mind—last through r...

In this week’s episode of Take Pride in Retirement, host Matt McClure dives into two essential health and financial topics that every retiree — and every family — should understand.

First, Matt breaks down the 2026 Medicare changes, helping listeners navigate the ever-evolving “Medicare maze.” He explains why reviewing your plan during the annual enrollment period is crucial, how insurer...

In this episode of Take Pride in Retirement, host and advisor Matt McClure breaks down how political tension and government gridlock are impacting the markets—and what LGBTQ+ investors can do to stay calm and stay confident. 

You’ll hear:

• Market Update: Why 401(k) investors are moving to cash and bonds amid uncertainty—and how to rebalance for stability and growth.
• ️ Shutdown Showd...

Tax season might be months away, but smart planning starts now. In this episode of Take Pride in Retirement, host and fiduciary advisor Matt McClure dives into “taxes today and tomorrow” — helping you prepare for year-end changes, minimize future tax burdens, and build lasting financial security. 

First, Matt welcomes Mark Steber, Chief Tax Information Officer at Jackson Hewitt, to expla...

For LGBTQ+ retirees, living longer means more years to celebrate who you are—but it also brings the challenge of making your money last. In this episode of Take Pride in Retirement, Matt McClure explores longevity risk through an LGBTQ+ lens, covering unique factors like higher healthcare costs, chosen family support networks, and fewer traditional pensions. 

Special guest Tom Kamber fro...

Your legacy is more than numbers on a balance sheet—it’s about ensuring your relationships, your identity, and your wishes are respected long after you’re gone. In this episode of Take Pride in Retirement, host Matt McClure goes beyond the basics of retirement planning to explore legacy and estate planning through an LGBTQ+ lens.

From wills and healthcare directives to trusts and charita...

Retirement today looks nothing like it did for your parents or grandparents—and for LGBTQ+ individuals and couples, the challenges are even greater. In this episode of Take Pride in Retirement, host and fiduciary advisor Matt McClure covers why personalized planning is essential, the decline of pensions, Social Security uncertainties, and how to create your own “personal pension” with gu...

In this episode of Take Pride in Retirement, host Matt McClure focuses on one of the most important aspects of retirement planning: creating guaranteed income streams. With pensions disappearing and Social Security facing uncertainty, annuities are making a comeback as a modern solution for financial security. Matt breaks down the different types of annuities—fixed, variable, MYGAs, and ...

In this episode of Take Pride in Retirement, host Matt McClure highlights four costly habits that can derail retirement dreams—and explains how they uniquely impact the LGBTQ+ community.

Matt also dives into the realities of healthcare costs, Medicare basics, long-term care planning, and why annuities are the Swiss Army Knife of retirement. With real-life lessons, personal stories, and f...

Inflation eats away at the value of your hard-earned money—and for retirees, especially LGBTQ+ retirees living on a fixed income, it can be a real threat to financial security. In this episode of Take Pride in Retirement, host and fiduciary advisor Matt McClure breaks down what inflation really means, why it’s such a challenge, and how you can protect your purchasing power without taking...