The Modern Retirement Playbook

Could a future cut to Social Security reshape your retirement income? With projections pointing to a 2032 shortfall and potential benefit reductions, this episode breaks down what it could mean for retirees and those planning ahead. Jason Matthews discusses how to prepare for uncertainty, including stress-testing retirement plans, understanding claiming strategies, and exploring ways to supplement income. The conversation also covers tax considerations, the role of diversified income sources, and how inflation and market risk factor into long-term planning. It’s a timely look at how shifting policies and economic realities may impact retirement decisions. 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.

Is your money quietly losing value even while it feels safe in the bank? In this episode of The Modern Retirement Playbook, Jason Matthews unpacks the concept of “dead money”—cash that isn’t working hard enough to keep up with inflation or taxes. Jason explores how too much idle savings can create a false sense of security, trigger unnecessary tax burdens, and even increase Medicare costs. The conversation also highlights smarter ways to balance liquidity, growth, and protection—along with the importance of planning for long-term care and avoiding the pitfalls of unstructured spending. 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.

Think it can’t happen to you? Today’s scammers are counting on that assumption. In this episode of The Modern Retirement Playbook, Jason Matthews breaks down how fraud targeting retirees has become more sophisticated—and more costly than ever. He discusses common tactics like urgent “bank alerts,” AI voice scams, romance fraud, and impersonation schemes designed to trigger fear and fast decisions. The conversation highlights practical ways to stay protected, from slowing down and verifying sources to monitoring accounts and involving trusted partners. It’s a timely look at how protecting your retirement means safeguarding it from evolving scams. 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.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

Your relationship with money didn’t start with your first paycheck—it started long before that. In this episode of The Modern Retirement Playbook: Planning Beyond the Portfolio, Jason Matthews dives into the emotional baggage people carry around money and how those beliefs quietly shape retirement decisions. Through real‑world examples, the conversation explores how childhood experiences, scarcity mindsets, and life transitions influence spending, saving, and risk‑taking. Jason also discusses why financial planning must account for identity, grief, and lifestyle—not just numbers on a page—and how retirement can challenge more than just income. This episode offers perspective on slowing down, asking better questions, and recognizing the emotional drivers behind financial choices during major life transitions. 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.

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.