Take Pride in Retirement

Pensions used to be the gold standard for retirement—but for most of us today, they’re a thing of the past. In this episode, I’m breaking down how you can create your own personal pension using annuities and why that matters more than ever—especially for those of us in the LGBTQ+ community.

Josh and I walk through what an annuity actually is (in plain English), the different types you sh...

What you don’t know about money can cost you—especially when it comes to retirement.

In this episode, Josh and I take a Mythbusters-style approach to some of the most common (and costly) financial misconceptions out there. We’re talking about things like employer matches, annuities, Social Security, longevity, and Medicare—and separating fact from fiction.

These myths don’t just lead to ...

Inflation might be “cooling” according to the headlines—but if you’re like most people, it probably doesn’t feel that way.

In this episode, Josh and I break down what’s really going on with inflation, why prices are still so high, and what it all means for your retirement plan. We talk about the disconnect between the numbers you hear in the news and the reality you feel every day at the...

What are the biggest financial mistakes that can quietly derail your retirement? In this episode, Josh and I break down some of the most common bad money habits I see—and how you can avoid them before they cost you.

We talk about why emotional investing—especially during market downturns—can do more harm than good, and what to do instead. I also walk through key decisions around Social S...

How much do you really need to retire? You’ve probably heard the latest “magic number”—$1.46 million—but in this episode, I’m breaking down why that number might not matter as much as you think.

Josh and I dive into what’s driving that number higher, including inflation, longer life expectancy, and uncertainty around Social Security. But more importantly, I explain why retirement plannin...

Financial Literacy Month continues, and in this episode, I’m focusing on something that doesn’t get talked about enough in retirement planning—fraud and scams.

After dealing with a fraud situation myself recently, this topic hit close to home. Josh and I break down why fraud is one of the biggest threats to your retirement, how scammers operate, and what you can do to protect your hard-e...

April is Financial Literacy Month, and in this episode, I’m breaking down some of the biggest retirement blind spots I see all the time when working with clients—especially within the LGBTQ+ community.

Josh and I walk through the risks that often go unnoticed: living longer than expected, underestimating healthcare costs, misunderstanding taxes in retirement, and relying too heavily on s...

If retirement is on your radar—even a little bit—this is one of the most important conversations you can hear.

In this episode of Take Pride in Retirement, Josh and I are diving into what’s known as the retirement red zone—that critical 5 to 10-year window before you retire, plus those first few years after you leave the workforce. And let me tell you… what you do during this time can tr...

Happy "America Saves Week!"

Guest: Shikha Narula, Head of Consumer Deposit Products at Bank of America

Key Takeaways from the Interview

• Saving remains a priority—but it’s challenging:
• ~52% of Americans say saving is a top priority
• ~72% say inflation and cost of living are impacting finances
• Automation is one of the easiest wins:
• Tools like debit round-ups (e.g., “Keep the Change”)
• R...

Market volatility is something we all hear about—but if you’re close to retirement or already there, it hits a whole lot differently.

In this episode of Take Pride in Retirement, Josh and I break down what’s really going on when the markets get shaky—and more importantly, what you can actually do about it. Because this isn’t just about numbers on a screen… it’s about your income, your li...

April is National Financial Literacy Month. It started back in the early 2000s when Congress realized too many Americans were leaving school without the first clue about how to manage a paycheck, a credit card, or a financial future.  Fast-forward to 2026, and the problem hasn’t gone away. Nearly half of U.S. adults still give themselves a C-minus or worse on money knowledge…
Key Points C...

This is part two of our series on the financial realities of losing a spouse, and in this episode, Josh and I shift from problems to solutions. I'm sharing the exact action steps you can take—both before and after loss—to protect yourself and your partner.

I reveal the five most common mistakes people make in the first year after losing a spouse, what I call the "fog period" when grief i...

In this episode, my husband Josh and I tackle one of the toughest topics in retirement planning: what happens financially when you lose a spouse. I know this isn't easy to think about, but it's absolutely critical—especially for those of us in the LGBTQ+ community who face unique challenges.

I break down the real numbers: over 1.2 million Americans age 60+ lose a spouse every year, and n...

Welcome back to part two of our Women's History Month series! Josh and I are continuing our deep dive into retirement planning issues that specifically impact women, with a focus on the LGBTQ+ community.

In this episode, we tackle one of the most critical decisions you'll make in retirement: when to claim Social Security. Should you take it at 62, or is waiting until 70 the smarter move?...

I'm excited to share a special episode of Take Pride in Retirement with you! Not only are we diving deep into critical retirement planning issues for women during Women's History Month, but I'm also introducing someone very special—my husband, Josh Rhett Noble, who's joining me as co-host going forward.

In this episode, Josh and I tackle the unique retirement challenges that women face, ...

Market volatility got you stressed? I'm here to help you keep calm and carry on! In this episode, I'm tackling emotional investing and explaining why discipline beats panic every single time.

I'm sharing why you don't need a complete financial overhaul to make progress—small, incremental changes can create massive long-term impact. I'm covering the power of compound interest, catch-up co...

It’s starting to feel more like spring, and I'm using this episode to help you reset your retirement strategy for Q2 2026! I'm breaking down the current economic landscape, from Fed interest rates to market volatility, and explaining what it all means for LGBTQ+ investors like us.

I'm covering the unique financial challenges our community faces—wage gaps, higher healthcare costs, employm...

Spring has arrived, and while your home gets its annual refresh, your finances might be collecting their own quiet clutter…

First, clean up your accounts - If your money is scattered across multiple banks, and brokerage firms, it can feel chaotic.

Next, declutter your debt - Multiple credit cards, loans with varying interest rates, and different due dates can create unnecessary pressure.

...

Estate planning and automation—two topics that might not sound exciting, but trust me, they're critical for protecting everything you've worked for. In this episode, I'm breaking down why LGBTQ+ individuals face unique vulnerabilities when it comes to estate planning and what you can do about it right now.

Did you know that only 15% of LGBTQ+ people have worked with a financial professio...