Welcome to Take Pride in Retirement
Welcome to Take Pride in Retirement… A podcast dedicated to retirement planning solutions for the LGBTQ community. 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.
Meet Your Host
Matt McClure
Advisor
Matt McClure, CAS®, is the host of Take Pride in Retirement. As a licensed fiduciary financial advisor, Matt’s goal is to help listeners and clients create the retirement they have always dreamed of. An award-winning journalist, host and performer, he has more than 20 years’ experience in TV and radio.
Matt currently lives with his husband and two dogs in his home state of Georgia but spent more than 10 years in New York City. While in the nation’s #1 media market, he worked for The Wall Street Journal Radio Network, Spectrum News NY1 and WCBS Newsradio 880. A highlight of Matt’s career has been reporting regularly from the floor of the New York Stock Exchange.
Also a professional actor and singer, he has performed on musical theatre stages across the country. Matt studied journalism at Gainesville State College and acting at New York’s prestigious HB Studio.
Institute of Business & Finance Announces a New CAS® Designee
San Diego, CA, August 12, 2024 – The Institute of Business & Finance (IBF) recently awarded Matthew McClure with the only nationally recognized annuity designation, CAS® (Certified Annuity Specialist®). This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on fixed-rate and variable annuities. Several trillion dollars are invested in annuities; it is estimated that at least one third of all annuity contracts are not titled correctly.
CAS® certification requires mastery of contract structure, tax ramifications, strategies, income structuring, equity-indexed products and principals of asset allocation. According to IBF, “Annuities can provide the cornerstone of an effective financial or estate plan. The practitioner and client need to understand when such an investment vehicle is appropriate and when it should be avoided.”