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.

Sixty percent of NBA players go broke within five years of retiring&mdash;so what does that reveal about everyday retirement planning? Using a Shaquille O&rsquo;Neal quote as a jumping-off point, this conversation unpacks why retirement success isn&rsquo;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&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.

The Modern Retirement Playbook

Why Big Paychecks Still Lead to Broke Retirements

Few retirement topics spark as much debate—or confusion—as annuities. In this episode of The Modern Retirement Playbook, Jason Matthews breaks down what annuities are, why opinions about them vary so widely, and how different types work in real retirement plans. The conversation covers income annuities, fixed, variable, and fixed‑indexed annuities, along with common misconceptions about access, taxes, and “locking up” money. Jason also discusses how annuities can fit into income planning, diversification, and long‑term care considerations, as well as the questions retirees should ask before deciding if one belongs in their portfolio.

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.

Few retirement topics spark as much debate&mdash;or confusion&mdash;as annuities. In this episode of The Modern Retirement Playbook, Jason Matthews breaks down what annuities are, why opinions about them vary so widely, and how different types work in real retirement plans. The conversation covers income annuities, fixed, variable, and fixed‑indexed annuities, along with common misconceptions about access, taxes, and &ldquo;locking up&rdquo; money. Jason also discusses how annuities can fit into income planning, diversification, and long‑term care considerations, as well as the questions retirees should ask before deciding if one belongs in their portfolio.
We have a special focus on serving single women age 50+ with at least $250,000 of investable assets&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>.

Annuities: Fact, Fiction, and the Fine Print

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>.

Should You Work One More Year?

What if the biggest retirement risk isn’t market volatility, but what happens when health changes? In this episode of The Modern Retirement Playbook, Jason Matthews unpacks what long-term care really means and why it’s often misunderstood. He explores how long-term care shows up in real life, why health insurance and Medicare don’t work the way many expect, and how care often happens at 
home—not in a facility. The conversation also addresses the emotional weight placed on families, why women are disproportionately affected, and the common planning mistakes that leave retirees exposed. This episode reframes long-term care as a planning conversation about dignity, independence, and family impact.

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.

What if the biggest retirement risk isn&rsquo;t market volatility, but what happens when health changes? In this episode of The Modern Retirement Playbook, Jason Matthews unpacks what long-term care really means and why it&rsquo;s often misunderstood. He explores how long-term care shows up in real life, why health insurance and Medicare don&rsquo;t work the way many expect, and how care often happens at home&mdash;not in a facility. The conversation also addresses the emotional weight placed on families, why women are disproportionately affected, and the common planning mistakes that leave retirees exposed. This episode reframes long-term care as a planning conversation about dignity, independence, and family impact.
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>.

Why Big Paychecks Still Lead to Broke Retirements

The Modern Retirement Playbook

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