Take Pride in Retirement

17/07/2025

Forget the flashy lights of Vegas! Retirement investing is a careful strategy focused on long-term success rather than chasing fleeting gains. Explore the importance of a diverse investment portfolio, including stocks and bonds, all safely nestled within tax-advantaged accounts like IRAs and 401(k)s. Discover how to build wealth over time and secure your financial future without the gamble. It’s time to shift your mindset and take control of your retirement journey!

16/07/2025

Are you over 50? It's time to supercharge your retirement savings! Discover how catch-up contributions can significantly enhance your 401k and IRA investments. If you're in your early 60s, you could contribute nearly $35,000 annually! Don't miss out on this incredible opportunity to secure your financial future. Let's dive into how to take full advantage of your savings potential!

15/07/2025

📌 Take Pride in Retirement | Episode: 12 Steps to Retire with Pride
🏳️‍🌈 Hosted by Matt McClure | LGBTQ+ Financial Advisor

https://youtu.be/OBdnHcH_SW0

Midyear market check ✔️
12-step retirement checklist ✔️
Forgotten 401(k) recovery tips ✔️

Real talk for real people—this is your go-to guide for navigating the retirement red zone with pride and purpose.
Matt unpacks the financial essentials for LGBTQ+ folks 5–10 years from retirement:
✔️ Finding money you didn’t know you had
✔️ Maxing out catch-up contributions
✔️ Tax strategies like Roth conversions
✔️ Long-term care planning if you age solo
✔️ Why your 401(k) may be MIA (and what to do)

💻 Schedule a free consultation at TakePrideInRetirement.com
📞 Or call 855-246-9211

15/07/2025

Navigating the workplace can feel like walking a tightrope, especially when faced with discrimination and financial struggles. This story dives deep into the struggles of losing a job and the uphill battle that follows—working longer hours for the same pay, all while navigating the complexities of mental health in the face of bias. With historical wage gaps and ongoing discrimination still relevant today, the impact of one's identity can be profound. Learn about the realities many face in the workforce, and how recent changes in society continue to shape this narrative. It’s a powerful reminder of resilience and the importance of advocating for equality!

01/07/2025

No matter who you are, who you love, or how much you have—you deserve a legacy you can be proud of. In this powerful episode of Take Pride in Retirement, host Matt McClure unpacks why estate and legacy planning are critical for LGBTQ+ individuals and families, especially when legal recognition isn’t always guaranteed.

💬 Topics Covered:
Why legacy planning is an act of love
Wills vs. trusts: What’s the difference and which is right for you?
Real-world strategies for tax-efficient wealth transfer
How Medicaid cuts may impact your future—featuring Joan Alker of Georgetown University
Planning for chosen family and nontraditional households

🔗 Schedule a no-cost consultation: TakePrideInRetirement.com
📞 Or call: 855-246-9211
✅ Like, Subscribe & Follow for more LGBTQ+ retirement advice

https://youtu.be/rwTYSP-zz0Y

No matter who you are, who you love, or how much you have—you deserve a legacy you can be proud of. In this powerful episode of Take Pride in Retirement, hos...

24/06/2025

In this powerful and information-packed episode of Take Pride in Retirement, host Matt McClure sits down with Martha Shedden, president and co-founder of the National Association of Registered Social Security Analysts (NARSSA), for a deep dive into Social Security claiming strategies — especially for the LGBTQ+ community.
From spousal and survivor benefits to tax implications, timing decisions, and the future of the program, this conversation covers it all. Whether you're single, partnered, or married later in life, understanding Social Security could mean a difference of tens (or hundreds!) of thousands of dollars in retirement.

💡 Topics Covered:
Social Security planning for LGBTQ+ couples and individuals
Survivor and spousal benefit strategies
Myths about the system “going broke”
How to optimize—not just maximize—your benefit
Transgender considerations in benefit eligibility
Taxation of Social Security income
Why personalized analysis is essential

In this powerful and information-packed episode of Take Pride in Retirement, host Matt McClure sits down with Martha Shedden, president and co-founder of the...

17/06/2025

How to Create Lifetime Income & Stay Calm During Market Volatility | LGBTQ+ Retirement Tips

https://youtu.be/GtMQsPA5tfQ

💬 Special Guest: Brent Suriano from Synovus Bank joins Matt to talk about:
How to take the emotion out of investing
Ways to weather market volatility
Why income—not just a nest egg number—is what matters most in retirement

🎯 Matt also dives into:
✅ The 3-bucket retirement strategy (short, intermediate, and long-term planning)
✅ Fixed indexed annuities: how they work & why they’re “Goldilocks” tools
✅ The 4% rule: Is it outdated? What are your alternatives?
✅ Why LGBTQ+ folks need a health-specific financial cushion
✅ Tools to help you move confidently into the decumulation phase

Are you in the retirement red zone? Feeling anxious about market volatility or not sure how to turn your savings into lifelong income? In this episode of Tak...

03/06/2025

You deserve a retirement you can take pride in—no matter how much you’ve saved. In this empowering episode of Take Pride in Retirement, host Matt McClure (your advisor, your friend, your pal, and your confidant) shares 9 smart strategies to help LGBTQ+ individuals and couples live well in retirement, regardless of income.

You deserve a retirement you can take pride in—no matter how much you’ve saved. In this empowering episode of Take Pride in Retirement, host Matt McClure (yo...

28/05/2025

Are you investing the same way in your 60s as you did in your 30s? (Hint: you shouldn’t be.)
In this episode of Take Pride in Retirement, host Matt McClure—your advisor, your pal, and your confidant—breaks down age-appropriate investing, how to prepare for the decumulation phase, and why LGBTQ+ retirees need customized income strategies to thrive in retirement.

✅ What you'll learn:
The difference between accumulation and decumulation
How LGBTQ+ retirees can build a personal pension with guaranteed income
Age-based investing tips for your 40s, 50s, and 60s
How to overcome feeling “behind” on your retirement plan
Why mindset matters more than market swings (and what Jim Rohn got right)

💬 Whether you’re married, partnered, single, or flying solo, this is your guide to planning a retirement with pride, confidence, and income that lasts a lifetime.
🌐 Schedule your free retirement strategy session:

Are you investing the same way in your 60s as you did in your 30s? (Hint: you shouldn’t be.)In this episode of Take Pride in Retirement, host Matt McClure—yo...

22/05/2025

Just retired or almost there? You’re in the red zone — a time when financial decisions matter most. Now’s the moment to protect your nest egg and plan for income that lasts as long as you do.



👂 Listen to Previous Episodes: https://takeprideinretirement.com/
📱 Connect with Matt: https://takeprideinretirement.com/
🔔 Subscribe to our YouTube Page: https://www.youtube.com/

12/05/2025

Check out the full episode! Healthcare, Chosen Family & LGBTQ+ Retirement Success Strategies

🏳️‍🌈 In this powerful and practical episode of Take Pride in Retirement, Matt McClure dives into the unique challenges and opportunities that LGBTQ+ indivi...

30/04/2025

In this inspiring conversation, Matt McClure speaks with Christina DaCosta, Chief Experience Officer at SAGE, the world's largest and oldest organization dedicated to improving the lives of LGBTQ+ older adults. Christina shares insights into SAGECents, a groundbreaking financial wellness program built specifically for LGBTQ+ seniors, and discusses the unique challenges and resilience of the LGBTQ+ elder community.

➡️ Learn more about SAGE: https://sageusa.org
➡️ Explore SAGECents financial tools: https://sageusa.org/sagecents
➡️ For retirement planning with pride, visit: https://takeprideinretirement.com



https://youtu.be/_ngaTZv7ihQ

In this inspiring conversation, Matt McClure speaks with Christina DaCosta, Chief Experience Officer at SAGE, the world's largest and oldest organization ded...