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.   --  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.