The Modern Retirement Playbook

Sixty percent of NBA players go broke within five years of retiring—so what does that reveal about everyday retirement planning? Using a Shaquille O’Neal quote as a jumping-off point, this conversation unpacks why retirement success isn’t about how much money you have, but how you plan around it. Host Jason Matthews explores common retirement roadblocks, from taxes and inflation to longevity and long-term care. He discusses why written plans matter, how income buckets shape confidence, and why savings alone can quietly lose ground. The episode reframes retirement as a risk-management challenge, not just an accumulation goal. 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.

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. 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.

Retirement isn’t just a finish line—it’s one of the biggest life transitions most people will ever navigate. In the debut episode of The Modern Retirement Playbook: Planning Beyond the Portfolio, host Jason Matthews shares the personal experiences that shaped his approach to retirement planning and why emotions matter just as much as numbers. The conversation explores how life events like retirement, loss, or inheritance can reshape financial decisions, why longevity creates unique challenges, and how planning extends beyond investments to include taxes, healthcare, and legacy. Jason offers a thoughtful perspective on preparing for retirement with intention, clarity, and adaptability—recognizing that the journey after the celebration can be just as complex as the climb to get there. 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.