Is working one more year the smartest move—or the wrong tradeoff? In this episode of The Modern Retirement Playbook, Jason Matthews breaks down the financial, tax, healthcare, and emotional considerations behind delaying retirement. The conversation explores how one extra year of income can affect Social Security, 401(k) contributions, taxes, and guaranteed income planning, while also weighing health, family responsibilities, and lifestyle goals. Jason also discusses the “sandwich generation,” market volatility near retirement, and why emotional readiness matters just as much as the numbers. It’s a thoughtful look at how timing, planning, and personal priorities intersect at the retirement decision point.

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.

Is working one more year the smartest move&mdash;or the wrong tradeoff? In this episode of The Modern Retirement Playbook, Jason Matthews breaks down the financial, tax, healthcare, and emotional considerations behind delaying retirement. The conversation explores how one extra year of income can affect Social Security, 401(k) contributions, taxes, and guaranteed income planning, while also weighing health, family responsibilities, and lifestyle goals. Jason also discusses the &ldquo;sandwich generation,&rdquo; market volatility near retirement, and why emotional readiness matters just as much as the numbers. It&rsquo;s a thoughtful look at how timing, planning, and personal priorities intersect at the retirement decision point.
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.