Take Pride in Retirement

If you've ever wondered whether you're really on track for retirement, you're not alone.

In this episode, Josh asks me five of the most common retirement questions I hear from LGBTQ+ clients—and we tackle them one by one.

We discuss whether retirement planning is actually different for LGBTQ+ people, why estate planning is so important, how to know when you're ready to retire, what legacy planning looks like if you don't have...

Instead of diving into retirement strategies or breaking down financial headlines, Josh turns the tables and interviews me about my own story—how I became a financial advisor, why I launched Take Pride in Retirement, and why helping members of the LGBTQ+ community prepare for retirement has become such a personal mission.

We talk about my career in journalism, the life-changing experience that forced me to rebuild financially...

As prices continue to challenge household budgets, finding practical ways to save money has never been more important. In this podcast extra, Retirement.Radio's Matt McClure sits down with Stephen Perrine, executive editor of AARP The Magazine and AARP Bulletin, to discuss AARP's annual 99 Great Ways to Save guide. 

The conversation covers:

• Smart grocery shopping strategies that can help reduce impulse spending.
...

Early projections suggest Social Security recipients could receive a larger cost-of-living adjustment (COLA) in 2027—but is that really something to celebrate?

In this episode of Take Pride in Retirement, Matt McClure and Josh Rhett Noble explain how the Social Security COLA is calculated, why a larger increase often signals higher inflation, and what retirees should really focus on when planning for long-term financial secur...

Many people assume they understand how Social Security works—until they discover just how many important rules they've been missing.

In this episode of Take Pride in Retirement, Matt McClure and Josh Rhett Noble break down one of the most misunderstood areas of retirement planning: Social Security spousal and survivor benefits. They explain who qualifies, how benefits are calculated, common misconceptions, and why claiming de...

Summer travel is in full swing—but so are higher prices.

On this episode, Matt flies solo once again while Josh recovers, and welcomes Shikha Narula, Head of Rewards at Bank of America, for a conversation about how Americans are making travel happen despite rising costs. They discuss travel rewards, budgeting strategies, flexible planning, and why experiences continue to be a priority for so many families.

After the interview...

Artificial intelligence is changing nearly every aspect of our lives—including our careers, earning potential, and ultimately, our retirement plans.

This week, Josh is under the weather, so Matt flies solo with a fascinating conversation featuring Dr. Antoinette "Toni" Farmer-Thompson, President of Strayer University. Together they explore how AI is transforming higher education, why AI fluency is becoming an essential workpl...

For decades, we've been told to save, save, save for retirement. But what happens when retirement finally arrives and it's time to start spending?

In this episode, Josh and I explore one of retirement's biggest emotional challenges: learning how to enjoy the money you've worked so hard to save. We talk about why so many retirees become afraid to spend, how a thoughtful retirement income strategy can provide confidence, and why havi...

Is Social Security really running out of money? If you've seen alarming headlines about the Social Security trust fund being depleted by 2032, you're not alone—and you're probably wondering what it means for your retirement.

In this episode, I sit down with Josh to separate fact from fear. We break down what the trust fund actually is, why Social Security isn't simply "going broke," what could happen if Congress doesn't act, ...

New Medicaid work requirements are scheduled to take effect in 2027, and some healthcare experts are raising concerns about how they could affect cancer patients and survivors.

Retirement.Radio's Matt McClure sits down with Dr. Julie Gralow, Chief Medical Officer and Executive Vice President of the American Society of Clinical Oncology (ASCO), to discuss the potential consequences of these changes. They explore how additional paper...

What if one of the biggest keys to retirement success wasn't working harder—but working smarter?

In this episode of Take Pride in Retirement, Josh and I discuss why automation can be one of the most powerful tools available when it comes to building long-term financial security. The truth is, most of us have good intentions when it comes to saving and investing, but life gets busy. That's why creating systems that work automa...

Have your financial goals slipped a little this year?

If so, you're definitely not alone.

A lot of people start the year feeling motivated and excited about saving more, paying down debt, or getting serious about retirement planning. But by the time summer rolls around, life happens. Vacations, unexpected expenses, busy schedules, and simple procrastination can make those goals feel a lot less urgent.

In this episode, Josh and I ta...

June is Annuity Awareness Month, and in this follow-up episode, Matt and Josh focus on the questions every retiree should ask before investing in an annuity. Rather than starting with a product, Matt explains why it's critical to start with the problem you're trying to solve—and whether an annuity is actually the right solution.

The conversation explores retirement income planning, longevity risk, market volatility, survivor ...

June is Annuity Awareness Month, and that means it's time to tackle one of the most misunderstood topics in retirement planning. Matt and Josh dive into the world of annuities, breaking down common myths, explaining the different types available, and helping listeners understand how these products may fit into a retirement income strategy.

Are annuities all the same? Do they lock up your money forever? Are they only for wealthy inv...

In this second installment of our listener-inspired retirement Q&A series, Josh is back with another round of some of the most common questions I hear from LGBTQ+ individuals and couples preparing for retirement.

We tackle important topics including the biggest retirement mistakes people make, how often you should really be checking your investment accounts, what happens if one partner handles all the finances, whether you shou...

What are the biggest retirement questions LGBTQ+ individuals and couples are asking right now?

In this special Q&A episode of Take Pride in Retirement, Josh puts me in the hot seat as we tackle some of the most common retirement planning questions I hear from clients and listeners. We discuss Social Security claiming strategies for married couples, how marriage equality impacts retirement planning today, how much cash retirees ...

Retirement.Radio’s Matt McClure speaks with Dr. Ryan Potter about the growing issue of hearing loss among first responders and why protecting hearing health is so important in high-pressure emergency situations. Dr. Potter explains that long-term noise exposure impacts an estimated 80% of law enforcement officers, 40% of firefighters, and 45% of EMS providers, creating challenges that can affect both job performance...

On this episode of Take Pride in Retirement, Josh and I dive into a new study from Goldman Sachs that found something incredibly important: people with a written, personalized retirement plan tend to feel more confident, save more consistently, and experience better financial outcomes overall.

We talk about the difference between simply having retirement accounts and actually having a strategy — and why that distinction matte...

May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor those associated with the military, members and veterans are fighting a different battle: finances, and purpose.Key Points Covered:

1. Finding a purpose -  For many who leave the military, the biggest challenge isn’t just money — it’s finding purpose in ...