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 13 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Jason Matthews hosts The Modern Retirement Playbook, a business show with 13 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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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.

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  The Modern Retirement Playbook

  Can You Still Afford the American Dream in Today’s Economy?

  Jun 23, 202616 min

  Is the American Dream still within reach or just getting more expensive? In this episode, Jason Matthews explores how rising costs, longer lifespans, and shifting financial responsibilities are reshaping what retirement looks like today. From the realities of multi-generational households to the growing gap in retirement savings, the conversation highlights the challenges many families face. Jason also discusses key considerations like housing decisions, income planning, and long-term care, especially for those navigating retirement on a single income. It’s a practical look at how evolving economic pressures are changing the path to financial stability and what it takes to adapt. 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

  A 2032 Countdown: What Happens If Social Security Falls Short?

  Jun 9, 202616 min

  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.

  ListenShow Notes

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