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Protecting Your Legacy: Estate Planning Essentials for LGBTQ+ Individuals

Protecting Your Legacy: Estate Planning Essentials for LGBTQ+ Individuals

by Shelby Todd | Mar 10, 2026 | Episodes

Estate planning and automation—two topics that might not sound exciting, but trust me, they’re critical for protecting everything you’ve worked for. In this episode, I’m breaking down why LGBTQ+ individuals face unique vulnerabilities when it comes...
The LGBTQ+ Retirement Gap: How to Find Forgotten Accounts & Save Thousands

The LGBTQ+ Retirement Gap: How to Find Forgotten Accounts & Save Thousands

by Shelby Todd | Mar 6, 2026 | Episodes

Spring has sprung, and it’s time to clean up those retirement accounts! In this episode, I’m tackling something crucial for our community—finding forgotten retirement money, cutting hidden fees, and making sure your investments match where you are in life...
100 Episodes of Pride: How to Create Tax-Free Retirement Income with Life Insurance

100 Episodes of Pride: How to Create Tax-Free Retirement Income with Life Insurance

by Shelby Todd | Mar 3, 2026 | Episodes

Welcome to Episode 100! I can’t believe we’ve reached this incredible milestone together. Thank you for being part of this journey as we help LGBTQ+ individuals and couples build retirements rooted in clarity, confidence, and pride. For this special...
Living Benefits, Legacy Protection & Why Life Insurance Matters More for LGBTQ+ Retirees

Living Benefits, Legacy Protection & Why Life Insurance Matters More for LGBTQ+ Retirees

by Shelby Todd | Feb 27, 2026 | Episodes

Life insurance isn’t what it used to be—and that’s great news for your retirement plan. Today’s episode is all about how life insurance has evolved from a simple death benefit into a powerful financial asset that can protect you while you’re...
Control What You Can Control: Healthcare Decisions That Define Your Retirement

Control What You Can Control: Healthcare Decisions That Define Your Retirement

by Shelby Todd | Feb 24, 2026 | Episodes

This is part two of our healthcare series, and today we’re shifting from awareness to action. Here’s a statistic that might surprise you: nearly seven out of ten people turning 65 today will need some form of long-term care. And here’s what really...
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Matt McClure are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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