Today is a big day! Take Pride in Retirement just hit it's 100th epsiode! Thank you all for your support. Celebrate with me by listening to today's episode! 🎉
Cheers to 100! 💯🏳️🌈
#retirement #lgbtq #takeprideinretirement #lgbtqpodcast
For LGBTQ+ folks, updating beneficiaries is crucial. If you don’t, your assets may default to next of kin—maybe someone you haven’t seen in years. And beneficiary designations override your will. Protect the people you love. 🌈✨ #TakePrideInRetirement
Make sure your intentions—not outdated laws or unsupportive family—dictate what happens with your money and legacy. LGBTQ+ folks especially need clear, updated plans heading into 2026. Your wishes matter. 🌈✨ #TakePrideInRetirement
I always check my goals against the SMART framework—Specific, Measurable, Achievable, Relevant, Time-bound. Don’t just say “I want to save more.” Say how much and by when. Clear goals = real progress. 🌈💪 #TakePrideInRetirement
Automating your savings is a game-changer—especially if you got a late start. New habits are tough, but when the money moves automatically, you’re way more likely to stick with it. Make saving effortless. 🌈💪 #TakePrideInRetirement
Want a quick credit score boost? 🏳️🌈💳
TransUnion’s Margaret Poe says the two biggest factors you can control are:
1️⃣ Make every payment on time
2️⃣ Keep credit utilization under 30%
Small steps, big impact!
#CreditTips #LGBTQFinance #TakePrideInRetirement
In my 20s, I lost a job the moment they learned I’m gay. It wrecked my finances and eventually cost me my home. 🏳️🌈💔
I share this because so many in our community face similar setbacks—and deserve real financial support.
#LGBTQFinance #TakePrideInRetirement
✈️ Miss your flight by a minute—you’re not getting on.
💸 Miss your year-end retirement deadline—you could lose big.
Matt McClure shares why December 31st is the gate-closing moment for smart financial planning.
#RetirementPlanning #TakePrideInRetirement #LGBTQFinance
🎧 Don’t wait—Dec 31 is closer than you think! On Take Pride in Retirement, Matt McClure shares must-do year-end moves for LGBTQ+ retirees + travel rewards tips from Bank of America’s Shikha Narula.
#RetirementPlanning #LGBTQFinance #TakePrideInRetirement
🎯 The secret to smart retirement planning? It’s not separate tasks—it’s harmony. Sync your RMDs, Roth conversions, & giving to unlock hidden tax savings.
🎧 Watch Matt McClure on Take Pride in Retirement.
#RetirementPlanning #LGBTQFinance #TakePrideInRetirement
You deserve care and peace of mind. 🏥💜
In retirement, the right plan can help you afford both — from long-term care coverage to annuities that boost income when you need it most.
#RetirementPlanning #LongTermCare #TakePrideInRetirement
“Hope will never be silent.” 🌈 — Harvey Milk
Every decision you make — for your health, your family, your finances — is an act of hope for your future. 💜
#TakePrideInRetirement #HarveyMilk #LGBTQFinance #Hope
TPIR Clearing Up Senior Tax Deductions: The Truth Behind Social Security Taxes 🧓💰
#TakePrideInRetirement #LGBTQFinance #PrivacyMatters #RetirementPlanning #shorts
Retirement used to rest on 3 legs: pensions, Social Security, and savings. With pensions gone, too many have a shaky 2-legged stool. Add guaranteed income for balance & security. 🌈 #RetirementPlanning #TakePrideInRetirement
Don’t plan to just “make it to 80.” Plan like you’ll live to 110. Longevity is one of the biggest risks in retirement—but with the right plan, your income can last as long as you do. 🌈 #RetirementPlanning #TakePrideInRetirement
Check out these tips from my latest episode!
🌐 Visit: https://takeprideinretirement.com
#LGBTQRetirement #TakePrideInRetirement #RetireProud
📱 Connect with Matt: https://takeprideinretirement.com/#contact
🔔 Subscribe to our YouTube Page: https://www.youtube.com/@TakePrideinRetirementShow
Check out this clip from our most recent episode: Annuities Demystified!
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
#RetirementPlanning #LGBTQFinance #TakePrideInRetirement
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. 🌈 #RetirementPlanning #TakePrideInRetirement
https://youtu.be/c-Bc48cmOMM
🎉 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! 🙌
#TakePrideInRetirement #YouTubeMilestone #CommunityLove #Grateful
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.
#RetirementPlanning #TaxStrategy #FinancialFreedom #TakePrideInRetirement #MoneyTips #InflationProtection
Roth or Traditional IRA? 🤔
Roth gives you tax-free retirement withdrawals. Traditional is taxed later & has required withdrawals starting at 73.
I break it down — and explain why a blended approach might be smart.
#RetirementPlanning #RothIRA #TraditionalIRA #TaxPlanning #TakePrideInRetirement
Thinking of retiring early? 🏖️ Mike’s 63 and facing that big question: “How do I make my money last?”
I share strategies like adjusting withdrawals, delaying Social Security, and creating guaranteed income streams.
#RetirementPlanning #LGBTQFinance #IncomePlanning #TakePrideInRetirement
Your financial plan should reflect your life—not just legal checkboxes. Whether you’re married, partnered, or single, talk with your partner, advisor, and attorney. Let’s build a plan that fits you. #TakePrideInRetirement
If your Social Security benefit is less than half your spouse’s, you may qualify for a spousal top-off—up to 50% of their benefit! This strategy could boost your retirement income. Find out if you’re eligible. #TakePrideInRetirement
Unmarried LGBTQ+ couples can be legal strangers in a crisis. No automatic rights for medical or financial decisions. Estate planning is essential—powers of attorney, healthcare proxies, wills, and trusts. Don’t leave it to chance. #TakePrideInRetirement
Widowed at 60? You can claim survivor benefits now and switch to your own later for a bigger Social Security check. It’s a smart move—but timing is key. I’ll run a free RSSA Roadmap to help you decide. #TakePrideInRetirement
Divorced after a long marriage? You can claim Social Security based on your ex’s record—without affecting them or their current spouse. If you’re 62+, unmarried, and were married for 10+ years, you may qualify. #TakePrideInRetirement
📊 Nearly 1 in 4 LGBTQ+ adults over 50 is a caregiver—often not for a biological relative.
That’s a powerful truth about chosen family, emotional labor, and the caregiving responsibilities so many in our community take on.
#LGBTQCaregivers #ChosenFamily #RetirementPlanning #TakePrideInRetirement
Did you know up to 85% of your Social Security can be taxable depending on your income? Matt’s breaking down how IRA withdrawals factor in and sharing some savvy tips to lighten that tax load.
#RetirementReady #SocialSecurity #TakePrideinRetirement
Navigating retirement can be tricky, but Lisa's on it! At 62, she’s rocking part-time work while collecting Social Security. Just a heads up—if you’re earning while getting benefits, there’s a threshold to keep in mind.
#RetirementReady #SocialSecuritySavvy #OwnYourJourney #TakePrideinRetirement