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. 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.

The Modern Retirement Playbook is a business podcast hosted by Jason Matthews, with 16 episodes on record and a Required Pod Score of 80.

Jason Matthews hosts The Modern Retirement Playbook, a business show with 16 episodes published.

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  The Modern Retirement Playbook

  Are You Making a Costly Social Security Mistake Without Knowing It?

  Sep 22, 202615 min

  Could the wrong Social Security strategy cost you more than you realize, even if your benefits never get cut? In this episode of The Modern Retirement Playbook , Jason Matthews breaks down some of the biggest misconceptions surrounding Social Security and retirement income. He explains how different income sources are treated, when Social Security benefits can be affected by earned income, and why claiming too early may not always be the best move. Jason also discusses the importance of tax diversification, planning for potential future benefit changes, and how Gen X investors can prepare for a retirement landscape that places more responsibility on the individual. Understanding the rules today could help you make more informed decisions tomorrow. 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.

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  The Modern Retirement Playbook

  Could Future Tax Changes Disrupt Your Retirement Plan?

  Sep 8, 202613 min

  What happens to your retirement plan when lawmakers decide to change the tax rules? In this episode of  The Modern Retirement Playbook , Jason Matthews discusses California's proposed billionaire tax and uses it as a springboard for a bigger conversation: the uncertainty of future tax policy. Jason explains why retirees and pre-retirees should focus on tax diversification, the role of Roth accounts, required minimum distributions, Medicare premium surcharges, and Social Security taxation. He also shares common tax planning mistakes and why retirement often brings more tax complexity, not less. When tax laws can change unexpectedly, building flexibility into your retirement strategy may be just as important as growing your savings. 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.

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  The Modern Retirement Playbook

  Are You More Afraid of Running Out of Money or Living Too Long?

  Aug 18, 202614 min

  What's the bigger retirement risk: running out of money, or worrying that you might? In this episode of The Modern Retirement Playbook , Jason Matthews explores the concerns that keep many retirees up at night, from longevity risk and market volatility to the challenge of turning savings into reliable income. Jason discusses the difference between reacting to headlines and following a well-designed plan, why guaranteed income can provide more certainty, and how simplicity often leads to greater confidence in retirement. If you've ever wondered whether your retirement strategy is built to weather the unexpected, this conversation highlights the value of planning ahead rather than reacting in the moment. 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.

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  The Modern Retirement Playbook

  Can Billionaire Habits Reveal Smarter Retirement Strategies?

  Aug 5, 202614 min

  What do rented swans, air-conditioned lawns, and a dog with its own inheritance have to teach the rest of us about retirement? In this episode of The Modern Retirement Playbook , Jason Matthews explores the surprising financial lessons hidden behind some of the extravagant habits of the ultra-wealthy. From creating reliable income streams and planning for long-term care to protecting assets through estate planning and avoiding unnecessary spending, Jason explains how principles used by the wealthy can apply to everyday retirement planning. The conversation also touches on legacy, financial stewardship, and why true joy isn't tied to a bank account balance. Sometimes the biggest retirement lessons come from the most unexpected places. 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.

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  The Modern Retirement Playbook

  Could One 401(k) Decision Impact Your Entire Retirement?

  Jul 28, 202613 min

  What should you actually do with your 401(k) when you retire and could the wrong move cost you more than you think? In this episode, Jason Matthews breaks down the key choices retirees face: leaving money in a 401(k), rolling it into an IRA, or cashing out. He explores the potential tax implications, investment flexibility, and hidden risks behind each option—including why cashing out may create unintended financial consequences. The conversation also highlights the dangers of “set it and forget it” thinking in retirement and why actively managing income, taxes, and inflation becomes essential. It’s a practical look at turning your savings into a strategy that supports your retirement goals. 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.

  ListenShow Notes

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