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  • About
  • Podcast
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  • Get Your Plan
5 Steps to a Confident LGBTQ+ Retirement Plan This Summer

5 Steps to a Confident LGBTQ+ Retirement Plan This Summer

by Shelby Todd | Jun 6, 2025 | Episodes

In this special summertime episode of Take Pride in Retirement, host Matt McClure—your friend, your advisor, your pal, and your confidant—shares a five-step guide to getting your retirement plan in shape. Whether you’re just beginning your journey or already in...
Annuities 101 for LGBTQ+ Retirees: Income, Protection, and Pride

Annuities 101 for LGBTQ+ Retirees: Income, Protection, and Pride

by Shelby Todd | May 27, 2025 | Episodes

You’ve built your nest egg—now it’s time to protect it. In this episode, Matt McClure, your host, advisor, pal, and confidant, dives deep into annuities and other safe money strategies tailored for LGBTQ+ retirees. Learn the truth about annuities, how to turn your...
Take Pride in the Plan: How to Turn Your Nest Egg into Income

Take Pride in the Plan: How to Turn Your Nest Egg into Income

by Shelby Todd | May 16, 2025 | Episodes

Retirement isn’t just about saving — it’s about spending smart. In this jam-packed episode of Take Pride in Retirement, Matt McClure breaks down the often-overlooked decumulation phase of retirement. From guaranteed income strategies like annuities to maximizing...
Beyond the Nuclear Family: LGBTQ+ Support Systems for a Secure Retirement

Beyond the Nuclear Family: LGBTQ+ Support Systems for a Secure Retirement

by Shelby Todd | May 9, 2025 | Episodes

Retirement planning isn’t one-size-fits-all—especially for LGBTQ+ folks. In this heartfelt and practical episode, Matt McClure tackles the unique challenges and opportunities the community faces around aging, healthcare, and building strong support systems beyond the...
Out, Proud, and Prepared: Social Security & Legacy Planning for LGBTQ+ Retirees

Out, Proud, and Prepared: Social Security & Legacy Planning for LGBTQ+ Retirees

by Shelby Todd | May 2, 2025 | Episodes

Are your final wishes protected? On this episode of Take Pride in Retirement, licensed financial advisor Matt McClure covers the essentials of retirement planning for LGBTQ+ individuals and allies. Learn how to maximize your Social Security benefits, why estate...
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