What do rented swans, air-conditioned lawns, and a dog with its own inheritance have to teach the rest of us about retirement? In this episode of The Modern Retirement Playbook, Jason Matthews explores the surprising financial lessons hidden behind some of the extravagant habits of the ultra-wealthy. From creating reliable income streams and planning for long-term care to protecting assets through estate planning and avoiding unnecessary spending, Jason explains how principles used by the wealthy can apply to everyday retirement planning. The conversation also touches on legacy, financial stewardship, and why true joy isn't tied to a bank account balance. Sometimes the biggest retirement lessons come from the most unexpected places.
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!

Are You More Afraid of Running Out of Money or Living Too Long?
13:53

Could One 401(k) Decision Impact Your Entire Retirement?
13:07

Are You Doing the Right Financial Moves at Every Stage of Life?
20:40