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!

You can also find us on Facebook or LinkedIn.

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&nbsp;&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.