Few retirement topics spark as much debate—or confusion—as annuities. In this episode of The Modern Retirement Playbook, Jason Matthews breaks down what annuities are, why opinions about them vary so widely, and how different types work in real retirement plans. The conversation covers income annuities, fixed, variable, and fixed‑indexed annuities, along with common misconceptions about access, taxes, and “locking up” money. Jason also discusses how annuities can fit into income planning, diversification, and long‑term care considerations, as well as the questions retirees should ask before deciding if one belongs in their portfolio.

We have a special focus on serving single women age 50+ with at least $250,000 of investable assets—especially those navigating retirement, inheritance, or widowhood. These are pivotal moments where clarity, compassion, and smart tax and retirement planning matter most. Schedule your complimentary consultation today. Visit www.MFIS.biz or call (510) 288-3268 today!

You can also find us on Facebook or LinkedIn.

Few retirement topics spark as much debate&mdash;or confusion&mdash;as annuities. In this episode of The Modern Retirement Playbook, Jason Matthews breaks down what annuities are, why opinions about them vary so widely, and how different types work in real retirement plans. The conversation covers income annuities, fixed, variable, and fixed‑indexed annuities, along with common misconceptions about access, taxes, and &ldquo;locking up&rdquo; money. Jason also discusses how annuities can fit into income planning, diversification, and long‑term care considerations, as well as the questions retirees should ask before deciding if one belongs in their portfolio.
We have a special focus on serving single women age 50+ with at least $250,000 of investable assets&mdash;especially those navigating retirement, inheritance, or widowhood. These are pivotal moments where clarity, compassion, and smart tax and retirement planning matter most. Schedule your complimentary consultation today. Visit <a href="http://www.MFIS.biz">www.MFIS.biz</a> or call (510) 288-3268 today!
You can also find us on&nbsp;<a href="https://www.facebook.com/GMWA.biz?mibextid=ZbWKwL">Facebook</a> or <a href="https://www.linkedin.com/in/jason-matthews-cltc%C2%AE-tpcp%C2%AE-9a564311?utm_source=share&amp;utm_campaign=share_via&amp;utm_content=profile&amp;utm_medium=android_app">LinkedIn</a>.

It’s gametime for your retirement – what are you calling to help create the future you want? Don’t trot out the same tired plan for your retirement. For a winning retirement strategy, pull from “The Modern Retirement Playbook.”

With “The Modern Retirement Playbook,” financial advisor Jason Matthews takes your planning beyond the portfolio, diving deep into the economic trends and trials that affect your retirement. Listen today for the insight, advice, and entertainment you need to help build the plan you want.

It&rsquo;s gametime for your retirement &ndash; what are you calling to help create the future you want? Don&rsquo;t trot out the same tired plan for your retirement. For a winning retirement strategy, pull from &ldquo;The Modern Retirement Playbook.&rdquo;
With &ldquo;The Modern Retirement Playbook,&rdquo; financial advisor Jason Matthews takes your planning beyond the portfolio, diving deep into the economic trends and trials that affect your retirement. Listen today for the insight, advice, and entertainment you need to help build the plan you want.