by Sam Davis | Nov 3, 2023 | Episodes
Many LGBTQ people are gravitating towards safer investments these days. But “safe” doesn’t mean sacrificing growth. With Wall Street on a rocky ride, why not get to the guarantees in your finances? Matt will tell you how to do that on this week’s show. We also have a...
by Sam Davis | Oct 6, 2023 | Episodes
Many LGBTQ people are gravitating towards safer investments these days. But “safe” doesn’t mean sacrificing growth. With Wall Street on a rocky ride, why not get to the guarantees in your finances? Matt will tell you how to do that on this week’s show. We also have a...
by Sam Davis | Sep 8, 2023 | Episodes
Everyone faces unique challenges when it comes to planning for retirement and the transgender community is no exception. This week, Matt welcomes special guest Gabrielle Claiborne to discuss the obstacles trans people must overcome to create a retirement they can be...
by Sam Davis | Aug 11, 2023 | Episodes
A new survey shows Generation X is way behind when it comes to planning for retirement. On this week’s edition of Take Pride in Retirement, we will talk about five steps to catch up if you got a late start in your retirement planning. Plus, the Federal Reserve is not...
by Sam Davis | Jul 28, 2023 | Episodes
This week, the Smart Retirement Plan series continues with a look at Smart Safe, Smart Risk and Smart Tax planning. Matt has tips on how to make sure those strategies work for you – no matter who you are, where you come from, or who you love. Questions for Matt?...
