Why LGBTQ+ Retirement Planning Requires More Than Saving Money

On this episode of Take Pride in Retirement, Josh and I dive into a new study from Goldman Sachs that found something incredibly important: people with a written, personalized retirement plan tend to feel more confident, save more consistently, and experience better financial outcomes overall. We talk about the difference between simply having retirement accounts and actually having a strategy — and why that distinction matters so much, especially for LGBTQ+ individuals and couples navigating retirement without a traditional template. We also discuss the emotional side of retirement planning, the importance of financial confidence, and the role consistency and “financial grit” play in long-term success. If you’ve ever wondered whether your current retirement approach is enough — or if you’re simply “winging it” — this episode is for you. -- Request your free RSSA Roadmap for Social Security optimizationWatch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShowFollow on BlueSky, Threads, Facebook, Instagram — just search Take Pride 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.