The #1 Retirement Mistake LGBTQ+ Couples Make — and How to Fix It

Описание: Talking about money can be uncomfortable — especially for LGBTQ+ couples who often bring very different financial histories, lived experiences, and family dynamics into their relationships.

In this episode of Take Pride in Retirement, Matt McClure breaks down the communication habits that help LGBTQ+ couples build clarity, trust, and a rock-solid retirement plan. From money origin stories…
to the “financial parent vs. financial passenger” dynamic…
to chosen family…
to reviewing your beneficiaries…
this episode covers it all.

Using humor, empathy, and real-world examples, Matt explains how financial wounds, early independence, discrimination, estrangement, and pre–marriage equality habits shape LGBTQ+ communication today. And more importantly — how to fix it.

You’ll hear:
🌈 Why LGBTQ+ couples often struggle with uneven financial communication
🌈 How past trauma affects planning today
🌈 The illusion of communication — and how it derails finances (George Bernard Shaw quote)
🌈 How to have “money dates” that don’t turn into fights
🌈 Why reviewing your beneficiaries together is non-negotiable
🌈 How to navigate family of origin vs. chosen family
🌈 What long-term care conversations look like for LGBTQ+ adults
🌈 How to protect your partner (or chosen family) legally
🌈 Why clarity today prevents chaos later

If you’re in a relationship — married, partnered, or anywhere in between — this episode will equip you with the tools to communicate better and plan smarter. Because in retirement planning: clarity is confidence — and confidence is everything.

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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/#co...
 
Subscribe to our YouTube Page:    / @takeprideinretirementshow  

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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, professional singing and acting

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