Take Pride in Retirement

Prices go up, your investments go down—and your bills still need to be paid. How can your retirement plan account for both rising costs and market losses? In this episode of Take Pride in Retirement, my husband and...

You’ve figured out your retirement paycheck—but who are you having brunch with? Leaving work changes more than your income. It can also change your routine, your friendships, and your sense of purpose. In this episode...

Federal employees may have access to valuable retirement benefits—but those benefits come with rules, elections, and deadlines that can shape the rest of their lives. In this episode of Take Pride in Retirement, Josh...

You may have spent 30 or 40 years saving and investing for retirement—but what happens when it is finally time to start spending that money? In this episode of Take Pride in Retirement, Josh joins me as I sit down with...

A generic prescription should mean a lower price—but does that savings actually reach you? In this episode of Take Pride in Retirement, I talk with Antonio Ciaccia of 46brooklyn Research about why some generic...

The fall season is upon us, and among the normal fall cleanup of a financial portfolio is an equally important but often overlooked part of retirement planning: building and maintaining an emergency fund in retirement...

Caregiving rarely begins with a financial planning meeting. More often, it begins with a fall, a diagnosis, a hospital discharge, or a phone call saying someone you love can no longer manage alone. Josh and I have both...

Palm Springs may have sunshine and London may have fabulous fish and chips—but choosing an LGBTQ+ retirement destination requires more than finding a welcoming vacation spot. In this episode, Josh and I explore what...

Social Security recently turned 91—but are you taking advantage of everything the program has to offer? In this episode of Take Pride in Retirement , I’m joined by Bill Sweeney, Senior Vice President of Government...

Fixed indexed annuities are probably one of the most misunderstood retirement tools out there. Some people absolutely love them, while others tell you to avoid them at all costs. The truth, as is often the case, falls...

For years we've heard the same advice: build a 60/40 portfolio and you'll be set for retirement. But is that still the right approach? In this episode, Josh and I explore where the traditional 60/40 portfolio came from...

If you've ever wondered whether you're really on track for retirement, you're not alone. In this episode, Josh asks me five of the most common retirement questions I hear from LGBTQ+ clients—and we tackle them one by...

Instead of diving into retirement strategies or breaking down financial headlines, Josh turns the tables and interviews me about my own story—how I became a financial advisor, why I launched Take Pride in Retirement...

As prices continue to challenge household budgets, finding practical ways to save money has never been more important. In this podcast extra, Retirement.Radio's Matt McClure sits down with Stephen Perrine, executive...

Early projections suggest Social Security recipients could receive a larger cost-of-living adjustment (COLA) in 2027—but is that really something to celebrate? In this episode of Take Pride in Retirement , Matt McClure...