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 charitable giving, Matt highlights why these documents matter so deeply for LGBTQ+ individuals and couples, especially when protecting chosen family. Along the way, he shares insights on avoiding probate, ensuring your identity is honored, and bridging the gap between knowing estate planning is important and actually doing it.
Whether you’re single, partnered, or married, estate planning is a powerful act of love—and one of the greatest gifts you can give your loved ones.
Schedule your free, no-obligation consultation today at TakePrideInRetirement.com or call (855) 246-9211. Build the retirement you deserve—with clarity, confidence, and pride.
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Take Pride in Retirement is proud to be named one of the top Pride podcasts on the internet by FeedSpot. For more, go to https://blog.feedspot.com/pride_podcasts
About Take Pride in Retirement:
Take Pride in Retirement is a podcast dedicated to retirement planning solutions for the LGBTQ community. Host Matt McClure, a licensed fiduciary financial advisor, shares strategies to protect your hard-earned money while pursuing market-like growth.
Matt holds the RSSA® credential as a Registered Social Security Analyst®, helping clients optimize their Social Security filing strategies to potentially increase lifetime income. He’s also a Certified Annuity Specialist® (CAS®), a designation earned through a 135+ hour graduate-level program in fixed-rate and variable annuities from the Institute of Business & Finance.
Based in Georgia with his husband and two dogs, Matt spent over a decade in New York City, working with The Wall Street Journal Radio Network, NY1, and WCBS Newsradio 880. A career highlight includes reporting from the floor of the New York Stock Exchange.
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