Take Pride in Retirement

Matt McClure
  • 5.0 (8)
  • Education
  • Updated Weekly

Welcome to Take Pride in Retirement! A podcast dedicated to retirement planning solutions for the LGBTQ community. Hosted by Matt McClure, RSSA®, CAS® | During uncertain economic times, safety of your principal is key to planning a successful retirement. Our goal is to help educate you about ways to protect your hard-earned money while experiencing market-like growth at the same time. | LGBTQ people face unique challenges when planning for our retirement future. From legal barriers to a potential lack of family support, everyone’s situation is different. Tune in each week as we explore these obstacles and give you tips on how to overcome them so you can get on the road to success.

  1. 21h ago ·  Bonus

    Podcast Extra: Emergency Funds in Retirement

    The fall season is upon us, and among the normal fall cleanup of a financial portfolio is an equally important but often overlooked part of retirement planning: building and maintaining an emergency fund in retirement. This month's vignette discusses how an emergency fund can help cover unexpected expenses without forcing someone to sell investments at an unfavorable time, and why having a clear cash-reserve strategy can provide both financial flexibility and peace of mind. Schedule your free financial consultation at TakePrideInRetirement.com or call 855-246-9211. -- Request your free RSSA Roadmap for Social Security optimization Watch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShow Follow on BlueSky, Threads, Facebook, Instagram — just search Take Pride in Retirement --  About Take Pride in Retirement: Take Pride in Retirement is a podcast dedicated to retirement planning solutions for the LGBTQ community. Host Matt McClure, a licensed fiduciary financial advisor, shares strategies to protect your hard-earned money while pursuing market-like growth. Matt holds the RSSA® credential as a Registered Social Security Analyst®, helping clients optimize their Social Security filing strategies to potentially increase lifetime income. He’s also a Certified Annuity Specialist® (CAS®), a designation earned through a 135+ hour graduate-level program in fixed-rate and variable annuities from the Institute of Business & Finance. Based in Georgia with his husband and two dogs, Matt spent over a decade in New York City, working with The Wall Street Journal Radio Network, NY1, and WCBS Newsradio 880. A career highlight includes reporting from the floor of the New York Stock Exchange.

  2. 3d ago

    Before the Money Runs Out: Financial Moves Caregivers Often Miss

    Caregiving rarely begins with a financial planning meeting. More often, it begins with a fall, a diagnosis, a hospital discharge, or a phone call saying someone you love can no longer manage alone. Josh and I have both experienced caregiving within our own families, so we understand how quickly the emotional, physical, and financial demands can accumulate. In this episode, we discuss how to calculate the true cost of care, identify benefits before spending personal savings, protect the caregiver’s financial future, and put the necessary legal documents in place while everyone can still participate. We also explore why LGBTQ+ caregivers may need to plan especially carefully when caring for partners, parents, friends, or chosen family. Love may inspire the care you provide—but love by itself is not a financial plan. Schedule your free financial consultation at TakePrideInRetirement.com or call 855-246-9211. -- Request your free RSSA Roadmap for Social Security optimization Watch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShow Follow on BlueSky, Threads, Facebook, Instagram — just search Take Pride in Retirement --  About Take Pride in Retirement: Take Pride in Retirement is a podcast dedicated to retirement planning solutions for the LGBTQ community. Host Matt McClure, a licensed fiduciary financial advisor, shares strategies to protect your hard-earned money while pursuing market-like growth. Matt holds the RSSA® credential as a Registered Social Security Analyst®, helping clients optimize their Social Security filing strategies to potentially increase lifetime income. He’s also a Certified Annuity Specialist® (CAS®), a designation earned through a 135+ hour graduate-level program in fixed-rate and variable annuities from the Institute of Business & Finance. Based in Georgia with his husband and two dogs, Matt spent over a decade in New York City, working with The Wall Street Journal Radio Network, NY1, and WCBS Newsradio 880. A career highlight includes reporting from the floor of the New York Stock Exchange.

  3. 6d ago

    Beyond the Pride Parade: Choosing an LGBTQ+ Retirement Destination

    Palm Springs may have sunshine and London may have fabulous fish and chips—but choosing an LGBTQ+ retirement destination requires more than finding a welcoming vacation spot. In this episode, Josh and I explore what LGBTQ+ retirees should consider before calling the moving company. We discuss the importance of testing everyday life in a potential destination, researching local legal protections, calculating the true cost of living, evaluating healthcare access, and making sure both partners could remain supported if one becomes the surviving spouse. Whether you are dreaming of moving across town, across the country, or overseas, this conversation will help you look beyond the travel brochures and determine whether a destination truly fits your long-term retirement plan. -- Request your free RSSA Roadmap for Social Security optimization Watch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShow Follow on BlueSky, Threads, Facebook, Instagram — just search Take Pride in Retirement --  About Take Pride in Retirement: Take Pride in Retirement is a podcast dedicated to retirement planning solutions for the LGBTQ community. Host Matt McClure, a licensed fiduciary financial advisor, shares strategies to protect your hard-earned money while pursuing market-like growth. Matt holds the RSSA® credential as a Registered Social Security Analyst®, helping clients optimize their Social Security filing strategies to potentially increase lifetime income. He’s also a Certified Annuity Specialist® (CAS®), a designation earned through a 135+ hour graduate-level program in fixed-rate and variable annuities from the Institute of Business & Finance. Based in Georgia with his husband and two dogs, Matt spent over a decade in New York City, working with The Wall Street Journal Radio Network, NY1, and WCBS Newsradio 880. A career highlight includes reporting from the floor of the New York Stock Exchange.

  4. Sep 9 ·  Bonus

    Podcast Extra: Back-to-School Finances: Saving Money and Teaching Smarter Habits

    Back-to-school season can put added pressure on the family budget—but a little planning can help keep those costs under control. Retirement.Radio’s Matt McClure talks with Lora Monfared, Consumer Credit Card Executive at Bank of America, about practical ways parents and grandparents can save on school supplies, technology, clothing and other essentials. They also discuss how to teach teens the basics of budgeting, encourage responsible credit use, resist the pressure to overspend and begin building an emergency fund. It’s a timely conversation packed with simple strategies families can use during the school year and beyond. Schedule your free financial consultation at TakePrideInRetirement.com or call 855-246-9211. Because retirement isn't just about having enough money—it's about having the freedom to create unforgettable experiences. -- Request your free RSSA Roadmap for Social Security optimization Watch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShow Follow on BlueSky, Threads, Facebook, Instagram — just search Take Pride in Retirement --  About Take Pride in Retirement: Take Pride in Retirement is a podcast dedicated to retirement planning solutions for the LGBTQ community. Host Matt McClure, a licensed fiduciary financial advisor, shares strategies to protect your hard-earned money while pursuing market-like growth. Matt holds the RSSA® credential as a Registered Social Security Analyst®, helping clients optimize their Social Security filing strategies to potentially increase lifetime income. He’s also a Certified Annuity Specialist® (CAS®), a designation earned through a 135+ hour graduate-level program in fixed-rate and variable annuities from the Institute of Business & Finance. Based in Georgia with his husband and two dogs, Matt spent over a decade in New York City, working with The Wall Street Journal Radio Network, NY1, and WCBS Newsradio 880. A career highlight includes reporting from the floor of the New York Stock Exchange.

  5. Aug 25

    Understanding Fixed Indexed Annuities: Protection, Growth & Lifetime Income

    Fixed indexed annuities are probably one of the most misunderstood retirement tools out there. Some people absolutely love them, while others tell you to avoid them at all costs. The truth, as is often the case, falls somewhere in the middle. In this episode, Josh and I break down what a fixed indexed annuity actually is, how it works, and why it may—or may not—belong in a retirement plan. We talk about principal protection, market-linked growth, guaranteed lifetime income, taxes, liquidity, and the tradeoffs that come with every financial decision. Most importantly, I explain why I never start with a product. I start with a plan. Every investment should have a specific job to do, and a fixed indexed annuity is simply one tool that may help accomplish certain retirement goals for the right person. If you've ever wondered whether all the debate around annuities is justified, this episode will help you separate the myths from the reality and better understand how these products fit into today's retirement planning landscape. If you'd like a personalized retirement income review or a second opinion on your current strategy, I'd be happy to help. Visit TakePrideInRetirement.com to schedule your complimentary consultation. Schedule your free financial consultation at TakePrideInRetirement.com or call 855-246-9211. Because retirement isn't just about having enough money—it's about having the freedom to create unforgettable experiences. -- Request your free RSSA Roadmap for Social Security optimization Watch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShow Follow on BlueSky, Threads, Facebook, Instagram — just search Take Pride in Retirement --  About Take Pride in Retirement: Take Pride in Retirement is a podcast dedicated to retirement planning solutions for the LGBTQ community. Host Matt McClure, a licensed fiduciary financial advisor, shares strategies to protect your hard-earned money while pursuing market-like growth. Matt holds the RSSA® credential as a Registered Social Security Analyst®, helping clients optimize their Social Security filing strategies to potentially increase lifetime income. He’s also a Certified Annuity Specialist® (CAS®), a designation earned through a 135+ hour graduate-level program in fixed-rate and variable annuities from the Institute of Business & Finance. Based in Georgia with his husband and two dogs, Matt spent over a decade in New York City, working with The Wall Street Journal Radio Network, NY1, and WCBS Newsradio 880. A career highlight includes reporting from the floor of the New York Stock Exchange.

  6. Aug 21

    Social Security at 91: What You Need to Know Now

    Social Security recently turned 91—but are you taking advantage of everything the program has to offer? In this episode of Take Pride in Retirement, I’m joined by Bill Sweeney, Senior Vice President of Government Affairs at AARP, to talk about new research showing that roughly 40% of Americans over 50 still don't have a “my Social Security” account. We discuss what you can find online—from your complete earnings history and estimated future benefits to replacement cards and application updates—and why having access to that information can be an important part of retirement planning. We also tackle one of the biggest questions surrounding Social Security: Is the program really running out of money? Bill explains why that's not quite accurate, what the projected funding shortfall could mean for future benefits, and why Congress will eventually have to act. If Social Security will be part of your retirement income, this is a conversation worth hearing. Because retirement isn't just about having enough money—it's about having the freedom to create unforgettable experiences. -- Request your free RSSA Roadmap for Social Security optimization Watch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShow Follow on BlueSky, Threads, Facebook, Instagram — just search Take Pride in Retirement --  About Take Pride in Retirement: Take Pride in Retirement is a podcast dedicated to retirement planning solutions for the LGBTQ community. Host Matt McClure, a licensed fiduciary financial advisor, shares strategies to protect your hard-earned money while pursuing market-like growth. Matt holds the RSSA® credential as a Registered Social Security Analyst®, helping clients optimize their Social Security filing strategies to potentially increase lifetime income. He’s also a Certified Annuity Specialist® (CAS®), a designation earned through a 135+ hour graduate-level program in fixed-rate and variable annuities from the Institute of Business & Finance. Based in Georgia with his husband and two dogs, Matt spent over a decade in New York City, working with The Wall Street Journal Radio Network, NY1, and WCBS Newsradio 880. A career highlight includes reporting from the floor of the New York Stock Exchange. Chapters (00:00:00) - Take Pride in Retirement(00:00:57) - Social Security Turns 91 Years Old(00:01:25) - Social Security's 91st Birthday: Do You Need It?(00:03:51) - AARP on Social Security Customer Service(00:05:46) - Social Security: Is it Running Out of Money?(00:08:10) - Sen. Bill Sweeney on Social Security Retirement(00:08:30) - To Take Pride in Retirement

  7. Aug 7

    Is the 60/40 Portfolio Still Right for Retirement?

    For years we've heard the same advice: build a 60/40 portfolio and you'll be set for retirement. But is that still the right approach? In this episode, Josh and I explore where the traditional 60/40 portfolio came from, why it became such a popular rule of thumb, and why I believe successful retirement planning today is about much more than simply picking the right asset allocation. We'll discuss the original principles behind diversification, explain how sequence of returns risk can impact retirees, and talk about why bonds aren't always the "safe" investment many people assume they are. Most importantly, I'll share why I encourage clients to think less about percentages and more about purpose—making sure every dollar in their retirement portfolio has a specific job to do. Schedule your free financial consultation at TakePrideInRetirement.com or call 855-246-9211. Because retirement isn't just about having enough money—it's about having the freedom to create unforgettable experiences. -- Request your free RSSA Roadmap for Social Security optimization Watch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShow Follow on BlueSky, Threads, Facebook, Instagram — just search Take Pride in Retirement --  About Take Pride in Retirement: Take Pride in Retirement is a podcast dedicated to retirement planning solutions for the LGBTQ community. Host Matt McClure, a licensed fiduciary financial advisor, shares strategies to protect your hard-earned money while pursuing market-like growth. Matt holds the RSSA® credential as a Registered Social Security Analyst®, helping clients optimize their Social Security filing strategies to potentially increase lifetime income. He’s also a Certified Annuity Specialist® (CAS®), a designation earned through a 135+ hour graduate-level program in fixed-rate and variable annuities from the Institute of Business & Finance. Based in Georgia with his husband and two dogs, Matt spent over a decade in New York City, working with The Wall Street Journal Radio Network, NY1, and WCBS Newsradio 880. A career highlight includes reporting from the floor of the New York Stock Exchange. If you're approaching retirement or already retired, this conversation can help you think differently about your investment strategy and whether your current plan is still aligned with your goals.

  8. Aug 4

    5 Retirement Questions LGBTQ+ People Ask Most

    If you've ever wondered whether you're really on track for retirement, you're not alone. In this episode, Josh asks me five of the most common retirement questions I hear from LGBTQ+ clients—and we tackle them one by one. We discuss whether retirement planning is actually different for LGBTQ+ people, why estate planning is so important, how to know when you're ready to retire, what legacy planning looks like if you don't have children, and the biggest mistake I see people make over and over again. Whether retirement is years away or just around the corner, these are conversations every LGBTQ+ household should have. Schedule your free financial consultation at TakePrideInRetirement.com or call 855-246-9211. Because retirement isn't just about having enough money—it's about having the freedom to create unforgettable experiences. -- Request your free RSSA Roadmap for Social Security optimization Watch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShow Follow on BlueSky, Threads, Facebook, Instagram — just search Take Pride in Retirement --  About Take Pride in Retirement: Take Pride in Retirement is a podcast dedicated to retirement planning solutions for the LGBTQ community. Host Matt McClure, a licensed fiduciary financial advisor, shares strategies to protect your hard-earned money while pursuing market-like growth. Matt holds the RSSA® credential as a Registered Social Security Analyst®, helping clients optimize their Social Security filing strategies to potentially increase lifetime income. He’s also a Certified Annuity Specialist® (CAS®), a designation earned through a 135+ hour graduate-level program in fixed-rate and variable annuities from the Institute of Business & Finance. Based in Georgia with his husband and two dogs, Matt spent over a decade in New York City, working with The Wall Street Journal Radio Network, NY1, and WCBS Newsradio 880. A career highlight includes reporting from the floor of the New York Stock Exchange.

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About

Welcome to Take Pride in Retirement! A podcast dedicated to retirement planning solutions for the LGBTQ community. Hosted by Matt McClure, RSSA®, CAS® | During uncertain economic times, safety of your principal is key to planning a successful retirement. Our goal is to help educate you about ways to protect your hard-earned money while experiencing market-like growth at the same time. | LGBTQ people face unique challenges when planning for our retirement future. From legal barriers to a potential lack of family support, everyone’s situation is different. Tune in each week as we explore these obstacles and give you tips on how to overcome them so you can get on the road to success.

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