Because sometimes you don’t need another financial advisor.
You just want another set of eyes from someone who actually gets what retirement looks like for gay people.
You’ve probably done more right than you give yourself credit for.
And on paper? You may actually be in pretty good shape.
But retirement still feels… uncertain.
Dramatic? No. We hear versions of these a lot, even from gay men with solid incomes, strong savings, and financial advisors.
Because sometimes you don’t need a completely new plan.
You just want reassurance that the plan you already have actually works.
That’s exactly what this review is designed to give you.
A chance to sit down with people who understand both: the numbers and the life you’re trying to build.
So you can stop second-guessing your future—and start feeling more confident about it.
Before the call, you’ll complete your Retirement Snapshot so we can review your:
Then, during your 45-minute review, we’ll walk through:
We’ll also complete the Queer Money Retirement Calculator together so you leave with:
Most importantly?
This isn’t about judging your finances. It’s about helping you feel more confident in your future.
Because sometimes you just want another set of eyes from someone who gets it.
We’ve had people say:
That’s exactly why these reviews work. Not because we know something nobody else knows.
But because we understand the numbers, your life and lifestyle.
We’re not trying to manage your money.
We’re not trying to sell you complicated financial product. And we’re definitely not here to judge your decisions.
And sometimes that means confirming you’re already doing great. Sometimes it's identifying a few smart adjustments.
Either way? You leave clearer than you came.
You just need a clearer understanding of where you stand, what’s realistic and what next steps make the most sense for you.
That’s exactly what the Retirement Readiness Review will give you.
For $149, you’ll spend 45 minutes with two people who understand both the numbers and the life you’re trying to build
You’ll leave with:
Retirement shouldn’t feel like a constant low-grade panic attack, and you shouldn’t have to figure it all out alone.
John & David Auten-Schneider, hosts of the Queer Money podcast.
That’s okay. Some people book this review because retirement is 10 years away. Others are hoping to retire much sooner.
The point is understanding where you stand now so you can make smarter decisions moving forward.
You don't need to be “perfect” to book this.
Some people come in with strong retirement savings. Others are starting later than they hoped.
Either way, the goal is the same: more clarity, less stress and a better understanding of what’s possible
You don't need to be “perfect” to book this.
Some people come in with strong retirement savings. Others are starting later than they hoped.
Either way, the goal is the same: more clarity, less stress and a better understanding of what’s possible
A lot of the people who book these reviews do.
This isn’t about replacing your advisor. It’s about getting another perspective from people who understand both retirement planning and the realities many gay men think about when planning their future.
Sometimes you just want another set of eyes.
No.
This is not investment management or individualized financial advice.
We’re here to help you understand your retirement picture, think through your options, and feel more confident about your next steps.
Book your Retirement Readiness Review today.
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