Why Planning Beyond the Portfolio Matters

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.See omnystudio.com/listener for privacy information.