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.
Latest Episodes
Meet Your Host
Matt McClure
Advisor
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, professional singing and acting
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.”