Your LGBTQ+ Year-End Financial Checklist: 7 Essential Moves Before 2026

In this episode of Take Pride in Retirement, I walk you through a focused LGBTQ+ year-end financial checklist to help you finish 2025 strong and step into 2026 with clarity and confidence. I cover the key moves to make before the calendar turns — from budgeting and debt reduction to maximizing retirement contributions, planning for RMDs, updating beneficiaries, and protecting your legal and financial documents. I also share encouragement for anyone who feels like they “started late,” break down the holiday scams hitting our community especially hard, and take a fun look at this year’s PNC Christmas Price Index. If you’re ready to build a retirement you can truly take pride in, visit TakePrideInRetirement.com or call 855-246-9211 for your free consultation. -- 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.