by Shelby Todd | Jun 12, 2026 | Episodes
Have your financial goals slipped a little this year? If so, you’re definitely not alone. A lot of people start the year feeling motivated and excited about saving more, paying down debt, or getting serious about retirement planning. But by the time summer rolls...
by Shelby Todd | Jun 9, 2026 | Episodes
June is Annuity Awareness Month, and in this follow-up episode, Matt and Josh focus on the questions every retiree should ask before investing in an annuity. Rather than starting with a product, Matt explains why it’s critical to start with the problem...
by Shelby Todd | Jun 5, 2026 | Episodes
June is Annuity Awareness Month, and that means it’s time to tackle one of the most misunderstood topics in retirement planning. Matt and Josh dive into the world of annuities, breaking down common myths, explaining the different types available, and helping...
by Shelby Todd | Jun 2, 2026 | Episodes
In this second installment of our listener-inspired retirement Q&A series, Josh is back with another round of some of the most common questions I hear from LGBTQ+ individuals and couples preparing for retirement. We tackle important topics including the biggest...
by Shelby Todd | May 29, 2026 | Episodes
What are the biggest retirement questions LGBTQ+ individuals and couples are asking right now? In this special Q&A episode of Take Pride in Retirement, Josh puts me in the hot seat as we tackle some of the most common retirement planning questions I hear from...