Take Pride in Retirement

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...

Market swings are a fact of life — but they don’t have to derail your retirement dreams. In this episode of Take Pride in Retirement, host and fiduciary financial advisor Matt McClure dives into strategies to help you protect your portfolio, safeguard your income, and keep your cool during turbulent markets.

From the emotional side of investing to the practical tools — like diversificati...

Whether you’re single, married, partnered, divorced, or widowed, your relationship status plays a huge role in shaping your retirement plan—especially in the LGBTQ+ community. In this episode, host Matt McClure breaks down how legal status can impact your Social Security benefits, taxes, estate planning, healthcare decisions, and more.

 You’ll hear real-life stories, explore crucial lega...

Caregiving is an act of love — but it can also come with an emotional, physical, and financial toll. In this heartfelt episode of Take Pride in Retirement, host Matt McClure shares his personal caregiving journey and dives into the unique challenges LGBTQ+ individuals face when supporting loved ones.

From reduced income and out-of-pocket expenses to the emotional weight of caring for cho...

Financial stress is more than just numbers—it’s emotional, mental, and deeply personal. In this episode of Take Pride in Retirement, host and fiduciary advisor Matt McClure explores the powerful connection between mental health and money, especially within the LGBTQ+ community.

From financial trauma to money scripts and everyday anxiety about the future, Matt opens up about the emotional...

We're halfway through 2025—are you halfway ready for retirement?

In this episode of Take Pride in Retirement, host Matt McClure returns from a whirlwind Fourth of July to share a powerful 12-step retirement readiness checklist designed specifically for LGBTQ+ individuals and couples in the retirement red zone—those five to ten years before or after retirement.

Matt dives into:

• A mid...

Legacy planning is more than documents—it’s an act of love. In this powerful episode of Take Pride in Retirement, Matt McClure explains why estate and legacy planning are especially vital for LGBTQ+ individuals and couples. From understanding wills and trusts to ensuring chosen family and causes are protected, this episode explores how to create a plan that reflects your true self. Plus,...

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 ...

Retirement isn’t just about reaching “your number”—it’s about building a sustainable income plan that supports your life, your dignity, and your pride.

In this empowering episode of Take Pride in Retirement, host Matt McClure breaks down why having a reliable income strategy matters more than simply saving up a big nest egg. From the importance of fixed indexed annuities to the three-buc...

In this special summertime episode of Take Pride in Retirement, host Matt McClure—your friend, your advisor, your pal, and your confidant—shares a five-step guide to getting your retirement plan in shape. Whether you're just beginning your journey or already in your post-work life, these practical, affirming steps are tailored specifically for LGBTQ+ individuals and couples.

What you'll ...

“You deserve a life — a real one, a full one.” That quote from Jonathan Van Ness sets the tone for this week’s heartfelt episode of Take Pride in Retirement. Matt McClure (now an RSSA—Registered Social Security Analyst!) walks you through 9 ways to create the retirement you deserve, regardless of where you’re starting financially.

Whether you’re single, married, have a chosen family, or ...

You’ve built your nest egg—now it’s time to protect it. In this episode, Matt McClure, your host, advisor, pal, and confidant, dives deep into annuities and other safe money strategies tailored for LGBTQ+ retirees. Learn the truth about annuities, how to turn your savings into income, and why declaring victory means shifting from growth to preservation. Plus, tips on minimizing hidden fe...