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.
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Why Planning Beyond the Portfolio Matters
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