by Shelby Todd | Feb 14, 2025 | Episodes
In this episode, Matt sits down with Philip Rafshoon, entrepreneur and advocate, to talk about his experience opening and running one of Atlanta’s most beloved LGBTQ+ spaces—Outwrite Bookstore. We discuss the financial challenges of entrepreneurship, lessons learned,...
by Shelby Todd | Feb 7, 2025 | Episodes
As the economy shifts and LGBTQ+ rights come under attack, it’s more important than ever to be proactive. This episode covers why long-term financial planning matters, how to protect your assets and loved ones, and steps you can take today to build financial...
by Shelby Todd | Feb 3, 2025 | Episodes
Tax season is officially here! On this week’s show, Matt speaks with Mark Steber of Jackson-Hewitt Tax Service about why you should file as soon as possible. Plus, from Social Security taxation to the impact of state residency on your finances, LGBTQ+ retirees face...
by Shelby Todd | Jan 30, 2025 | Episodes
Retirement planning has unique challenges for LGBTQ+ individuals, from legal nuances to healthcare disparities. In this episode, Matt dives into the most common mistakes and shares strategies to help you build a retirement plan that reflects your unique needs and...
by Shelby Todd | Jan 21, 2025 | Episodes
LGBTQ+ couples have unique considerations when planning for Social Security benefits. This week, Matt takes a deep dive into these issues, including how to maximize your benefits, when to start taking them, how to deal with name change and gender identity issues – and...