by Shelby Todd | Jul 26, 2024 | Episodes
On this week’s show, it’s all about investing in yourself. Do you hate working a 9-to-5 corporate job? Matt speaks with Jane Mukami, an award-winning weight loss coach and international best-selling author, about how she was able to turn her love of health and...
by Shelby Todd | Jul 19, 2024 | Episodes
On this week’s show, Matt discusses the results of a study by the Human Rights Campaign about the state of LGBTQ+ financial planning. The numbers highlight the need for educational resources and the importance of individualized help from a fiduciary financial advisor....
by Shelby Todd | Jul 12, 2024 | Episodes
On an all-new Take Pride in Retirement, Matt discusses the importance of having a plan that sets you up for success no matter what financial storms may come your way. He also debunks some common myths about annuities (hint: no, they’re not all bad!). And he speaks...
by Shelby Todd | Jun 21, 2024 | Episodes
On this edition of Take Pride in Retirement, Matt talks about some illuminating new data on the LGBTQ+ community when it comes to insurance and finances and delves into why people show increased levels of distrust in the industry. Plus, he speaks with an expert from...
by Shelby Todd | Jun 7, 2024 | Episodes
On this edition of the show, Matt speaks with AARP National Family and Caregiving Expert Amy Goyer about the importance of caregivers taking trips with their loved ones. Plus, Matt tells you why there’s a “U-Shaped Spending Curve” in retirement and how you can prepare...
