Is your money quietly losing value even while it feels safe in the bank? In this episode of The Modern Retirement Playbook, Jason Matthews unpacks the concept of “dead money”—cash that isn’t working hard enough to keep up with inflation or taxes. Jason explores how too much idle savings can create a false sense of security, trigger unnecessary tax burdens, and even increase Medicare costs. The conversation also highlights smarter ways to balance liquidity, growth, and protection—along with the importance of planning for long-term care and avoiding the pitfalls of unstructured spending.

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!

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