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...
by Shelby Todd | Jan 13, 2025 | Episodes
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...
by Shelby Todd | Dec 16, 2024 | Episodes
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...