Your relationship with money didn’t start with your first paycheck—it started long before that. In this episode of The Modern Retirement Playbook: Planning Beyond the Portfolio, Jason Matthews dives into the emotional baggage people carry around money and how those beliefs quietly shape retirement decisions. Through real‑world examples, the conversation explores how childhood experiences, scarcity mindsets, and life transitions influence spending, saving, and risk‑taking. Jason also discusses why financial planning must account for identity, grief, and lifestyle—not just numbers on a page—and how retirement can challenge more than just income. This episode offers perspective on slowing down, asking better questions, and recognizing the emotional drivers behind financial choices during major life transitions.

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