Take Pride in Retirement
Welcome to Take Pride in Retirement! A podcast dedicated to retirement planning solutions for the LGBTQ community. Hosted by Matt McClure. | During uncertain economic times, safety of your principal is key to planning a successful retirement. Our goal is to help educate you about ways to protect your hard-earned money while experiencing market-like growth at the same time. | LGBTQ people face unique challenges when planning for our retirement future. From legal barriers to a potential lack of family support, everyone’s situation is different. Tune in each week as we explore these obstacles and give you tips on how to overcome them so you can get on the road to success.
Episodes
In this episode of Take Pride in Retirement, Matt McClure is joined by LGBTQ+ advocate and former Biden administration official Jonathan Lovitz for a powerful conversation about identity, advocacy, and financial empowerment. They dive into the unique challenges and opportunities facing LGBTQ+ individuals and entrepreneurs, including how to build wealth, why DEI matters, and how your financial plan can be a form...
Nobody likes to talk about money and end-of-life planning—but avoiding it can create big problems down the road. In this episode, Matt McClure breaks down why LGBTQ+ individuals need to take estate planning and financial conversations seriously. Discover the key documents you need, how to update beneficiaries, and how to make sure your wishes are honored. Don't leave it to chance—get the tools you need to plan ...
Home is where the heart is... or is it? In this episode, we explore the pros and cons of aging in place versus relocating in retirement—especially for LGBTQ+ individuals. From cost of living to social connections and healthcare access, Matt McClure helps you navigate this life-changing decision. Also, Mark Jaeger from TaxAct shares insights on tax planning for small business owners.
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Are you prepared for what disappears when you retire? In this episode, we dive into the four major things that vanish once you leave the workforce and how you can plan ahead to maintain financial stability. Plus, a conversation with Protect Our Care’s Leslie Dach on proposed Medicaid cuts and how they could impact millions, including members of the LGBTQ+ community.
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Market volatility can be unnerving, but a solid financial plan can help you stay the course. In this episode, Matt McClure sits down with Christine Benz, Morningstar’s Director of Personal Finance and author of How to Retire, to discuss smart retirement strategies, asset allocation, and financial planning for the LGBTQ+ community. Plus, Matt shares insights on how to beat the bank’s CD rates with more lucrative...
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 beloved LGBTQ+ spaces—Outwrite Bookstore. We discuss the financial challenges of entrepreneurship, lessons learned, and how planning for the future can help you live life on your terms.
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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 planning matters, how to protect your assets and loved ones, and steps you can take today to build financial security—even in an unpredictable world.
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The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider.
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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 soon as possible. Plus, from Social Security taxation to the impact of state residency on your finances, LGBTQ+ retirees face distinct tax challenges. We’ll explore how to navigate tax laws, take advantage of key deductions, and structure your retirement income for optimal ...
Retirement planning has unique challenges for LGBTQ+ individuals, from legal nuances to healthcare disparities. In this episode, Matt dives into the most common mistakes and shares strategies to help you build a retirement plan that reflects your unique needs and goals.
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Connect with Matt: https://takeprideinretirement...
LGBTQ+ couples have unique considerations when planning for Social Security benefits. This week, Matt takes a deep dive into these issues, including how to maximize your benefits, when to start taking them, how to deal with name change and gender identity issues – and more. Plus, he shares the importance of not relying solely on Social Security for your income in retirement.
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Start 2025 on solid financial ground with practical tips tailored for the LGBTQ+ community. This episode explores strategies for budgeting, reducing debt and growing savings while addressing unique financial challenges and goals. Take control of your money and make this your best and most empowered financial year yet!
Listen to Previous Episodes: https://takeprideinretirement.com/
C...
With Guest: Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association
Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retirement.Radio’s Matt McClure speaks with Dr. Chris DeRienzo w...
What does your ideal retirement look like? Traveling with your husband, wife or partner? Spending time with friends? Reinventing yourself and launching a new career? Whatever the goal, Matt will tell you how you can get closer to achieving it. Plus, he will tell you how he was able to solve a problem for a recent client who had a “stray 401(k)” at their old employer.
Time is running out for Medicare recipients. The Annual Enrollment Period (AEP) deadline is December 7. Matt speaks with Dr. Meena Seshamani, Director of the Center for Medicare at the Centers for Medicare and Medicaid Services (CMS) about what you need to do before time runs out. Plus, retirement is all about income. Matt will explain why that’s the case – and share so...
The holiday season often brings families together, but it can also highlight the caregiving challenges that arise when loved ones may be facing health or cognitive issues. LGBTQ+ folks are likely to be caregivers at some point in their lives. Recognizing changes in behavior or mood among family members, especially the elderly, is crucial. This week, Matt speaks with Sue Peschin, President and CEO of the A...
Legal protections and benefits significantly influence retirement planning for LGBTQ+ individuals, affecting areas such as Social Security, inheritance rights, healthcare decisions, and access to spousal benefits. This week, Matt discusses all of these areas and more – and reveals how working with an LGBTQ+-friendly advisor can make all the difference.
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An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and society, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to...
On this week’s show, it’s all about controlling the things you can control – instead of stressing out over the stuff you have no control over. Presidential elections always cause big shakeups, and 2024 is seemingly more impactful than most. Matt discusses how you can put a financial plan in place that will work for you no matter what happens in the political arena. If you are a member of the LGBTQ+ community, l...
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