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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

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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

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Make sure your intentions—not outdated laws or unsupportive family—dictate what happens with your money and legacy.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

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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

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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

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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

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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

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✈️ 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

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The Countdown to Year-End: Smart Financial Moves for LGBTQ+ Retirees
The Countdown to Year-End: Smart Financial Moves for LGBTQ+ Retirees As 2025 winds down, the clock is ticking for retirees to make key financial moves before December 31st. In this episode, host and advisor Matt McClure breaks down your year-end checklist—from required minimum distributions (RMDs) and Roth conversions to charitable giving and tax-loss harvesting. Plus, Bank of America’s Shikha Narula, Head of Rewards, joins the show to discuss holiday travel strategies, maximizing credit card rewards, and using smart planning to make your trips more affordable. For LGBTQ+ individuals and couples, this is the time to act—because every dollar saved and every tax break captured means more freedom and confidence in retirement. ---- No matter who you are, where you come from or who you love, you deserve a retirement you can take pride in! Licensed fiduciary financial advisor Matt McClure hosts Take Pride in Retirement with these core principles in mind. Listen to Previous Episodes: https://takeprideinretirement.com/ Connect with Matt: https://takeprideinretirement.com/#contact...

🎧 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

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🎯 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

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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

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“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

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TPIR Clearing Up Senior Tax Deductions: The Truth Behind Social Security Taxes 🧓💰

#TakePrideInRetirement #LGBTQFinance #PrivacyMatters #RetirementPlanning #shorts

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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

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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

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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

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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

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Avoiding Retirement Wrecking Habits: Debt, Taxes, Longevity & More
Avoiding Retirement Wrecking Habits: Debt, Taxes, Longevity & More 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. From tackling high-interest debt to planning for healthcare and long-term care, Matt explains how LGBTQ+ retirees can prepare for a retirement they can truly take pride in. 💡 Topics in this episode: 4 bad money habits that sabotage retirement Why a tax-smart withdrawal strategy matters Planning for longevity (so you don’t outlive your money) Healthcare and Medicare costs LGBTQ+ retirees need to know Long-term care: why chosen family dynamics make planning critical Annuities: the Swiss Army knife of retirement planning 🌈 Ready for your complimentary consultation? 📞 Call (855) 246-9211 💻 Visit TakePrideInRetirement.com #RetirementPlanning #DebtFreeRetirement #LongTermCare #TakePrideInRetirement #LGBTQFinance ---- No matter who you are, where you come from or who you love, you deserve a retirement you can take pride in! Licensed fiduciary...

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

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🎉 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

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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

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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

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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

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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

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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

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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

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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

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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

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📊 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

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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

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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

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