by Shelby Todd | Feb 24, 2025 | Episodes
Market volatility can be unnerving, but a solid financial plan can help you stay the course. In this episode, Matt McClure sits down with Christine Benz, Morningstar’s Director of Personal Finance and author of How to Retire, to discuss smart retirement strategies,...
by Shelby Todd | Feb 14, 2025 | Episodes
In this episode, Matt sits down with Philip Rafshoon, entrepreneur and advocate, to talk about his experience opening and running one of Atlanta’s most beloved LGBTQ+ spaces—Outwrite Bookstore. We discuss the financial challenges of entrepreneurship, lessons learned,...
by Shelby Todd | Feb 7, 2025 | Episodes
As the economy shifts and LGBTQ+ rights come under attack, it’s more important than ever to be proactive. This episode covers why long-term financial planning matters, how to protect your assets and loved ones, and steps you can take today to build financial...
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...
