Tax season might be months away, but smart planning starts now. In this episode of Take Pride in Retirement, host and fiduciary advisor Matt McClure dives into “taxes today and tomorrow” — helping you prepare for year-end changes, minimize future tax burdens, and build lasting financial security.
First, Matt welcomes Mark Steber, Chief Tax Information Officer at Jackson Hewitt, to explain the biggest 2025 tax code updates — from new senior deductions and child tax credit increases to changes in overtime and tip income. Then, Matt turns to long-term tax strategy for the LGBTQ+ community, breaking down how to structure your retirement income across three tax buckets (taxable, tax-deferred, and tax-free) for maximum flexibility.
You’ll also learn how Roth conversions, smart withdrawal planning, and understanding RMDs can reduce your lifetime tax bill — and how proper planning supports true equality: visibility and financial security.
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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.
Chapters
- (00:00:00) - Take Pride in Retirement
- (00:00:57) - Take Pride IN Retirement
- (00:04:40) - Taxes Today and Tomorrow
- (00:05:54) - QUOTES OF THE WEEK
- (00:08:00) - Tax Cuts and Changes for Next Year
- (00:08:41) - Taxes: A Very Important Topic
- (00:09:59) - Tax Code Changes for 2025
- (00:16:19) - How to File Your Tax Return
- (00:17:42) - TRAITIONS FOR RETIREMENT: How to Minimize
- (00:23:24) - Tax Basics for Married LGBTQ Couples
- (00:27:31) - Roth IRA Conversion: Do You Need a Roth?
- (00:31:48) - 4 Key Tax Factors for LGBTQ+ Retired People
- (00:33:58) - LGBTQ+ Retirement Planning: Tax Considerations
- (00:39:44) - Sponsored: Take Pride in Retirement
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