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...
by Shelby Todd | Dec 9, 2024 | Episodes
It’s down to the wire for Medicare recipients. The Annual Enrollment Period (AEP) deadline in December 7th. Matt speaks with Dr. Meena Seshamani, Director of the Center for Medicare at the Centers for Medicare and Medicaid Services (CMS) about what you need to do...
by Shelby Todd | Nov 23, 2024 | Episodes
Legal protections and benefits significantly influence retirement planning for LGBTQ+ individuals, affecting areas such as Social Security, inheritance rights, healthcare decisions, and access to spousal benefits. This week, Matt discusses all of these areas and more...
