Take Pride in Retirement

09/11/2025

For LGBTQ+ individuals and couples, retirement planning isn’t just about numbers—it’s about building a future with guarantees, protection, and confidence.

💡 Guaranteed income
💡 Principal protection
💡 A plan that supports your family, your chosen family, and your community

No matter who you are, who you love, or how much you have—you deserve a retirement you can take pride in.

👉 Learn more at TakePrideInRetirement.com

09/10/2025

No one can predict the future—but you can create it.

When it comes to retirement, it’s about planning for the “what-ifs” with guaranteed income and protection so your future is secure.

👉 Take control of tomorrow—start planning today at TakePrideInRetirement.com

09/09/2025

DEMYSTIFIED! Building a strong retirement that you can't outlive.

In this episode of Take Pride in Retirement, host Matt McClure focuses on one of the most important aspects of retirement planning: creating guaranteed incom...

09/04/2025

Debt doesn’t magically disappear when you retire. Carrying credit card balances, personal loans, or high-interest car loans into retirement can quickly snowball thanks to compounding interest.

In this short clip from Take Pride in Retirement, I break down how minimum payments can keep piling on interest—and why tackling debt early is crucial to protecting your financial freedom.

👉 Ready to create a retirement plan you can take pride in?
Visit TakePrideInRetirement.com to schedule your complimentary consultation.

09/03/2025

Long-term care is expensive. Assisted living can cost around $64,000 per year, while a private nursing home room can exceed $116,000 annually.

For LGBTQ+ individuals and couples, the challenge is even greater. Many rely on partners, friends, or chosen family—not children—for support. That dynamic makes long-term care planning absolutely essential.

🌈 Ready to protect your future and your loved ones?
Visit TakePrideInRetirement.com to schedule your complimentary consultation.

09/03/2025

Debt, taxes, longevity risk, and “house rich, cash poor” can derail your retirement. Add healthcare & long-term care costs? Planning is essential—especially for LGBTQ+ retirees who rely on chosen family. 🌈

In this episode of Take Pride in Retirement, Matt McClure dives into the four big money habits that can wreck your retirement dreams—and how to avoid them. F...

08/28/2025

Sandy is 67 and asks if an annuity is a good idea. Here’s the truth: not all annuities are bad! Some can provide predictable lifetime income, almost like a personal pension. But you must watch the fine print—fees, surrender charges, and inflation protection matter.

✅ Pros: Guaranteed income for life, customizable options

⚠️ Cons: Fees, surrender charges, lack of flexibility

Want to know if an annuity is right for you? Let’s talk!

📲 Visit TakePrideInRetirement.com

08/26/2025

Rick is 59½ — and yes, the “half” matters in retirement planning! 🎉

At this age, you can finally take penalty-free withdrawals from IRAs and 401(k)s. But don’t just start pulling money out. You need a plan:
✅ Project income needs & expenses
✅ Decide withdrawal order (which accounts first)
✅ Consider Roth conversions now if you’re in a lower tax bracket

Smart moves today can reduce your tax bill and set you up for tax-free income later in retirement.

📲 Want help creating your plan? Visit TakePrideInRetirement.com

08/22/2025

🎉 Our YouTube channel just hit 35,000 views! 🌟 A big thank you to our amazing community for your support and enthusiasm — you make this journey so rewarding. Here’s to more fun and inspiring content ahead! 🙌

08/22/2025

You can’t control inflation—but you can control how you prepare for it.

Inflation is when the cost of goods and services rises, making your money worth less over time. Even at a historical average of about 3% annually in the U.S., the impact is huge:

💸 At 3% inflation, $50,000 loses half its purchasing power in about 24 years.

That’s why planning ahead, controlling what you can control, and building strategies to protect your purchasing power are critical for retirement success.

In this clip from Take Pride in Retirement, I break down what inflation really means for your money and your future.

👉 Want to make sure inflation doesn’t derail your retirement? Let’s talk.

08/21/2025

Healthcare inflation is one of the biggest threats to retirement security—and it’s especially tough for LGBTQ+ retirees. Members of our community are more likely to face health disparities and live alone, which makes rising medical costs a double challenge. That’s why setting aside money specifically for healthcare expenses isn’t optional. It’s critical.

In this clip from Take Pride in Retirement, I explain why you need a dedicated healthcare bucket in your retirement plan, and how a portion of your long-term savings should be reserved for medical costs and long-term care needs.

👉 Want to make sure your plan covers the rising cost of healthcare? Let’s talk.

08/20/2025

One way to protect your retirement from inflation is by diversifying—not just your investments, but also your taxes. That means spreading your money across the three tax buckets:

➡️ Taxable
➡️ Tax-deferred
➡️ Tax-free (like a Roth)

Having all three gives you more flexibility, helps manage taxes in retirement, and creates opportunities to pass on tax-free assets to your heirs.

In this clip from Take Pride in Retirement, I explain why tax diversification matters and how it can help you battle inflation while planning smarter for your future.

👉 Want a plan that balances your tax buckets? Let’s connect.