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  • Podcast
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  • Get Your Plan
Mid-Year Money Reset: How to Get Back on Track Before 2026 Slips Away

Mid-Year Money Reset: How to Get Back on Track Before 2026 Slips Away

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...
Before You Buy an Annuity: The Questions Every LGBTQ+ Retiree Should Ask

Before You Buy an Annuity: The Questions Every LGBTQ+ Retiree Should Ask

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...
Annuity Awareness Month: Separating Fact from Fiction About Annuities

Annuity Awareness Month: Separating Fact from Fiction About Annuities

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...
Retirement Q&A Part 2: More Answers to Your Biggest Retirement Questions

Retirement Q&A Part 2: More Answers to Your Biggest Retirement Questions

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...
Retirement Q&A: The Questions LGBTQ+ Couples Ask Most Often

Retirement Q&A: The Questions LGBTQ+ Couples Ask Most Often

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...
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