In this episode, Matt McClure sits down with Bank of America’s Mary Hines Droesch to explore the latest holiday shopping trends—from the rise of “dupe culture” to how Gen Z and millennials are reshaping gift-giving. Then, Matt breaks down the five biggest first-year retirement surprises LGBTQ+ retirees face, including emotional transitions, healthcare shocks, relationship shifts, tax complications, and spending patterns. Packed with practical tips, LGBTQ+-specific insights, and steps to build a more confident 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 Subscribe to our YouTube Page: https://www.youtube.com/@TakePrideinRetirementShow Take Pride in Retirement is proud to be named one of the top Pride podcasts on the internet by FeedSpot. For...

In this Thanksgiving-week episode of Take Pride in Retirement, host and fiduciary advisor Matt McClure breaks down the 2026 Social Security changes and what they mean specifically for LGBTQ+ retirees and pre-retirees. Matt explains how cost-of-living adjustments, Medicare premium increases, and new tax deductions intersect with the lived financial realities of LGBTQ+ adults—many of whom face wage gaps, career interruptions, discrimination, and lower lifetime earnings that directly impact Social Security benefits. He also tackles the big question: “Will Social Security always be there?” and offers clear, actionable steps LGBTQ+ individuals and couples can take to build financial independence beyond government benefits—so Social Security becomes the cherry on top, not the entire sundae. Plus, the episode includes a Quote of the Week from Maya Angelou, some heartfelt Thanksgiving reflections, and a surprising breakdown of 2024 Thanksgiving dinner costs (spoiler: turkey is cheaper, peas are not!). This episode blends financial clarity, LGBTQ+...

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...