The Modern Retirement PlaybookThe Modern Retirement Playbook

Why Big Paychecks Still Lead to Broke Retirements

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The Modern Retirement Playbook

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. F 
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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!

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The Modern Retirement Playbook

It’s gametime for your retirement – what are you calling to help create the future you want? Don’t t 
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