Take Pride in Retirement

Take Pride in Retirement

Welcome to Take Pride in Retirement! A podcast dedicated to retirement planning solutions for the LGBTQ community. Hosted by Matt McClure. | 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.

Episodes

April 25, 2025 57 mins

This episode of Take Pride in Retirement features a powerful conversation with Christina DaCosta from SAGE (Advocacy and Services for LGBTQ+ Elders) about building financial security for LGBTQ+ elders through SAGECents. Matt McClure also shares why cutting mortgage debt, controlling RMDs, and smarter savings choices can help you live proudly, safely, and securely in retirement. It's time...

Mark as Played

Reviewing your retirement portfolio with a licensed advisor is just one of many ways you can build your financial independence and confidence. Taking small actions today can make all the difference down the road in retirement!

 

--

Listen to Previous Episodes: https://takeprideinretirement.com/ 

Connect with M...

Mark as Played

In this Podcast Extra, Matt talks with Ed Grocholski, Chief Marketing Officer at Junior Achievement, about the evolving mission of Take a Child to Work Day & Beyond. Discover how financial education and career exposure can shape young people's futures—and how you or your company can get involved.

Schedule your free consultation at TakePrideInRetirement.com

 

Mark as Played

Market dips, rising tariffs, inflation—oh my! If you're feeling anxious about your finances right now, you're not alone. In this episode, Matt McClure breaks down what’s happening, what it means for LGBTQ+ retirees and pre-retirees, and what you can do to protect your money.

You’ll learn:

  • Timely tax tips from Jackson Hewitt's Mark Steber
  • What to know about tariffs and market volat...
Mark as Played

Procrastinated on your taxes? You’re not alone—but time’s almost up. Matt McClure shares urgent insights from Jackson Hewitt’s Mark Steber on what you must do before April 15 to avoid major penalties. From filing extensions to natural disaster relief, don’t miss this last-minute tax survival guide.

--

Read more

Mark as Played

It’s America Saves Week—a perfect time to recommit to those financial resolutions you made in January. In this special podcast extra, Matt McClure speaks with Robin Growley, Head of Consumer Deposits at Bank of America, about smart, simple ways to build your savings. From automating deposits to using the 50/30/20 rule, learn how to set yourself up for finan...

Mark as Played

What do tariffs, taxes, and Social Security have in common? They all impact your retirement — especially if you're part of the LGBTQ+ community. In this episode of Take Pride in Retirement, we break down how recent tariff announcements are shaking up the market and what LGBTQ+ pre-retirees and retirees need to know now.

You’ll learn:

  • Why Social Security’s 2026 COLA may not be the go...
Mark as Played

Retirement isn’t one-size-fits-all—especially for LGBTQ+ individuals and couples. In this episode, Matt McClure walks you through how to take a smart inspection of your retirement plan and why it’s so important to build a future that’s inclusive, customized, and secure.

You’ll learn:

  • What a “smart inspection” of your financial plan actually includes
  • Why LGBTQ+ retirees need a backu...
Mark as Played

In this episode of Take Pride in Retirement, Matt McClure is joined by LGBTQ+ advocate and former Biden administration official Jonathan Lovitz for a powerful conversation about identity, advocacy, and financial empowerment. They dive into the unique challenges and opportunities facing LGBTQ+ individuals and entrepreneurs, including how to build wealth, why DEI matters, and how your fina...

Mark as Played

Nobody likes to talk about money and end-of-life planning—but avoiding it can create big problems down the road. In this episode, Matt McClure breaks down why LGBTQ+ individuals need to take estate planning and financial conversations seriously. Discover the key documents you need, how to update beneficiaries, and how to make sure your wishes are honored. Don't leave it to chance—get the...

Mark as Played

Home is where the heart is... or is it? In this episode, we explore the pros and cons of aging in place versus relocating in retirement—especially for LGBTQ+ individuals. From cost of living to social connections and healthcare access, Matt McClure helps you navigate this life-changing decision. Also, Mark Jaeger from TaxAct shares insights on tax planning for small business owners.

 

Mark as Played

Are you prepared for what disappears when you retire? In this episode, we dive into the four major things that vanish once you leave the workforce and how you can plan ahead to maintain financial stability. Plus, a conversation with Protect Our Care’s Leslie Dach on proposed Medicaid cuts and how they could impact millions, including members of the LGBTQ+ community.

 

Liste...

Mark as Played

Market volatility can be unnerving, but a solid financial plan can help you stay the course. In this episode, Matt McClure sits down with Christine Benz, Morningstar’s Director of Personal Finance and author of How to Retire, to discuss smart retirement strategies, asset allocation, and financial planning for the LGBTQ+ community. Plus, Matt shares insights on how to beat the bank’s CD r...

Mark as Played

In this episode, Matt sits down with Philip Rafshoon, entrepreneur and advocate, to talk about his experience opening and running one of Atlanta’s most beloved LGBTQ+ spaces—Outwrite Bookstore. We discuss the financial challenges of entrepreneurship, lessons learned, and how planning for the future can help you live life on your terms.

Listen to Previous Episodes: https://t...

Mark as Played

As the economy shifts and LGBTQ+ rights come under attack, it’s more important than ever to be proactive. This episode covers why long-term financial planning matters, how to protect your assets and loved ones, and steps you can take today to build financial security—even in an unpredictable world.

 

Listen to Previous Episodes: https://takeprideinretirement.com/ 

Mark as Played

The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider.

 

Listen to Previous Episodes: https://takeprideinreti...

Mark as Played

Tax season is officially here! On this week’s show, Matt speaks with Mark Steber of Jackson-Hewitt Tax Service about why you should file as soon as possible. Plus, from Social Security taxation to the impact of state residency on your finances, LGBTQ+ retirees face distinct tax challenges. We’ll explore how to navigate tax laws, take advantage of key deductions, and structure your retire...

Mark as Played

Retirement planning has unique challenges for LGBTQ+ individuals, from legal nuances to healthcare disparities. In this episode, Matt dives into the most common mistakes and shares strategies to help you build a retirement plan that reflects your unique needs and goals.

 

Listen to Previous Episodes: https://takeprideinretirement.com/ 

Connect with Matt: https...

Mark as Played

LGBTQ+ couples have unique considerations when planning for Social Security benefits. This week, Matt takes a deep dive into these issues, including how to maximize your benefits, when to start taking them, how to deal with name change and gender identity issues – and more. Plus, he shares the importance of not relying solely on Social Security for your income in retirement.

 

Read more

Mark as Played

Start 2025 on solid financial ground with practical tips tailored for the LGBTQ+ community. This episode explores strategies for budgeting, reducing debt and growing savings while addressing unique financial challenges and goals. Take control of your money and make this your best and most empowered financial year yet!

Listen to Previous Episodes: https://takeprideinretireme...

Mark as Played

Popular Podcasts

    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy And Charlamagne Tha God!

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

    Decisions, Decisions

    Welcome to "Decisions, Decisions," the podcast where boundaries are pushed, and conversations get candid! Join your favorite hosts, Mandii B and WeezyWTF, as they dive deep into the world of non-traditional relationships and explore the often-taboo topics surrounding dating, sex, and love. Every Monday, Mandii and Weezy invite you to unlearn the outdated narratives dictated by traditional patriarchal norms. With a blend of humor, vulnerability, and authenticity, they share their personal journeys navigating their 30s, tackling the complexities of modern relationships, and engaging in thought-provoking discussions that challenge societal expectations. From groundbreaking interviews with diverse guests to relatable stories that resonate with your experiences, "Decisions, Decisions" is your go-to source for open dialogue about what it truly means to love and connect in today's world. Get ready to reshape your understanding of relationships and embrace the freedom of authentic connections—tune in and join the conversation!

    Las Culturistas with Matt Rogers and Bowen Yang

    Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.

    All The Smoke

    ALL THE SMOKE pairs two of the most outspoken and controversial players of their time. Known as fiery, intense competitors during their on-court careers, Matt Barnes and Stephen Jackson are now two of the most widely respected voices by today’s crop of NBA stars. Serving as mentors to numerous players throughout the league and with their hands firmly on the pulse of the game, they have first-hand insight into the minds, lives and pressing issues facing today’s players. Barnes and Jackson, who have played alongside two generations of All-Stars, will dish on the latest news and drama from on and off the court without boundaries.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.