Financial Wellness at Work: What LGBTQ+ Employees Need to Know About Benefits and Retirement

In this episode of Take Pride in Retirement, host Matt McClure sits down with Kai Walker, Managing Director of Workplace Benefits Research and Inclusion Transformation at Bank of America, to discuss the latest Workplace Benefits Report. The findings reveal how American workers are coping with financial anxiety, managing debt, and preparing for retirement amid persistent inflation. Kai shares insights on how employees can make the most of workplace benefits, the power of Health Savings Accounts (HSAs), and why understanding your company match is crucial for building long-term wealth. Matt connects these lessons to the unique financial challenges faced by the LGBTQ+ community — from nontraditional family structures to planning for retirement security without traditional support systems.  Whether you’re an employee looking to get the most out of your benefits or an LGBTQ+ professional planning for a secure future, this episode delivers practical steps to help you take pride in your financial journey.   --  Take Pride in Retirement is proud to be named one of the top Pride podcasts on the internet by FeedSpot. For more, go to https://blog.feedspot.com/pride_podcasts 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.