Social Security at 91: What You Need to Know Now

Social Security at 91: What You Need to Know Now

Social Security recently turned 91—but are you taking advantage of everything the program has to offer? In this episode of Take Pride in Retirement, I’m joined by Bill Sweeney, Senior Vice President of Government Affairs at AARP, to talk about new research showing...
5 Retirement Questions LGBTQ+ People Ask Most

5 Retirement Questions LGBTQ+ People Ask Most

If you’ve ever wondered whether you’re really on track for retirement, you’re not alone. In this episode, Josh asks me five of the most common retirement questions I hear from LGBTQ+ clients—and we tackle them one by one. We discuss whether...
Why I Started Take Pride in Retirement (My Story)

Why I Started Take Pride in Retirement (My Story)

Instead of diving into retirement strategies or breaking down financial headlines, Josh turns the tables and interviews me about my own story—how I became a financial advisor, why I launched Take Pride in Retirement, and why helping members of the LGBTQ+ community...