LGBTQ+ Retirement & Taxes

LGBTQ+ Retirement & Taxes

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...
Social Security Planning for the LGBTQ+ Community

Social Security Planning for the LGBTQ+ Community

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...
Mastering Your Money in 2025: Tips to Thrive

Mastering Your Money in 2025: Tips to Thrive

Start 2025 on solid financial ground with practical tips tailored for the LGBTQ+ community. This episode explores strategies for budgeting, reducing debt and growing savings while addressing unique financial challenges and goals. Take control of your money and make...
Where Do You Want to Go in Retirement?

Where Do You Want to Go in Retirement?

What does your ideal retirement look like? Traveling with your husband, wife or partner? Spending time with friends? Reinventing yourself and launching a new career? Whatever the goal, Matt will tell you how you can get closer to achieving it. Plus, he will tell you...