For many LGBTQ+ retirees, retirement planning comes with additional complexity. We weren’t always taught how to evaluate investment fees, and trusted institutions haven’t always protected our community. That’s why understanding what you’re paying — and why it matters — is so important. Fees can quietly drain your retirement income, especially once you stop working and start relying on your savings.
In this episode, I break down:
- Why most people don’t actually know how much they’re paying in fees
- How layered investment fees can silently erode retirement income
- Why outdated portfolio strategies — like relying heavily on bonds — may no longer work the way they used to
- How reducing fees can increase income without taking on more risk
Then we move into one of the most important retirement planning conversations there is: income.
If you’re ready to stop guessing about retirement and start building a plan that gives you confidence, control, and peace of mind, this episode is for you.
Schedule your free financial consultation at TakePrideInRetirement.com or call 855-246-9211.
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Request your free RSSA Roadmap for Social Security optimization
Watch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShow
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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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