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The Financial Reality of Losing a Spouse: What LGBTQ+ Couples Need to Know

The Financial Reality of Losing a Spouse: What LGBTQ+ Couples Need to Know

by Shelby Todd | Mar 27, 2026 | Episodes

In this episode, my husband Josh and I tackle one of the toughest topics in retirement planning: what happens financially when you lose a spouse. I know this isn’t easy to think about, but it’s absolutely critical—especially for those of us in the LGBTQ+...
Maximizing Benefits: When to Claim Social Security (Plus: Teaching the Next Generation)

Maximizing Benefits: When to Claim Social Security (Plus: Teaching the Next Generation)

by Shelby Todd | Mar 24, 2026 | Episodes

Welcome back to part two of our Women’s History Month series! Josh and I are continuing our deep dive into retirement planning issues that specifically impact women, with a focus on the LGBTQ+ community. In this episode, we tackle one of the most critical...
Breaking Down Women’s Retirement Challenges (Plus: Meet My Co-Host!)

Breaking Down Women’s Retirement Challenges (Plus: Meet My Co-Host!)

by Shelby Todd | Mar 20, 2026 | Episodes

I’m excited to share a special episode of Take Pride in Retirement with you! Not only are we diving deep into critical retirement planning issues for women during Women’s History Month, but I’m also introducing someone very special—my husband, Josh...
Keep Calm and Carry On: Smart LGBTQ+ Investing During Market Volatility

Keep Calm and Carry On: Smart LGBTQ+ Investing During Market Volatility

by Shelby Todd | Mar 17, 2026 | Episodes

Market volatility got you stressed? I’m here to help you keep calm and carry on! In this episode, I’m tackling emotional investing and explaining why discipline beats panic every single time. I’m sharing why you don’t need a complete financial...
Spring Into Growth: LGBTQ+ Financial Resilience for Q2 2026

Spring Into Growth: LGBTQ+ Financial Resilience for Q2 2026

by Shelby Todd | Mar 13, 2026 | Episodes

It’s starting to feel more like spring, and I’m using this episode to help you reset your retirement strategy for Q2 2026! I’m breaking down the current economic landscape, from Fed interest rates to market volatility, and explaining what it all means for...
Protecting Your Legacy: Estate Planning Essentials for LGBTQ+ Individuals

Protecting Your Legacy: Estate Planning Essentials for LGBTQ+ Individuals

by Shelby Todd | Mar 10, 2026 | Episodes

Estate planning and automation—two topics that might not sound exciting, but trust me, they’re critical for protecting everything you’ve worked for. In this episode, I’m breaking down why LGBTQ+ individuals face unique vulnerabilities when it comes...
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