Are You Doing the Right Financial Moves at Every Stage of Life?

Are You Doing the Right Financial Moves at Every Stage of Life?

What should your finances look like at every decade of your life? In this episode, Jason Matthews walks through a decade-by-decade approach to building financial health, from your twenties to your seventies and beyond. The conversation highlights how early habits like saving and automation can shape long-term outcomes, and how priorities shift as life evolves through family, peak earnings, and retirement. Jason also explores key turning points, including tax strategies, long-term care, and transitioning from saving to spending. It’s a look at how financial decisions compound over time and how each stage of life presents a new opportunity to strengthen your long-term strategy. 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 [http://www.MFIS.biz] or call (510) 288-3268 today! You can also find us on Facebook [https://www.facebook.com/GMWA.biz?mibextid=ZbWKwL] or LinkedIn [https://www.linkedin.com/in/jason-matthews-cltc%C2%AE-tpcp%C2%AE-9a564311?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app]. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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

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 [http://www.MFIS.biz] or call (510) 288-3268 today! You can also find us on Facebook [https://www.facebook.com/GMWA.biz?mibextid=ZbWKwL] or LinkedIn [https://www.linkedin.com/in/jason-matthews-cltc%C2%AE-tpcp%C2%AE-9a564311?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app]. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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

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 [http://www.MFIS.biz] or call (510) 288-3268 today! You can also find us on Facebook [https://www.facebook.com/GMWA.biz?mibextid=ZbWKwL] or LinkedIn [https://www.linkedin.com/in/jason-matthews-cltc%C2%AE-tpcp%C2%AE-9a564311?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app]. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Is Your Money Working—or Just Sitting There?

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 [http://www.MFIS.biz] or call (510) 288-3268 today! You can also find us on Facebook [https://www.facebook.com/GMWA.biz?mibextid=ZbWKwL] or LinkedIn [https://www.linkedin.com/in/jason-matthews-cltc%C2%AE-tpcp%C2%AE-9a564311?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app]. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Think You’re Scam-Proof? Think Again

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 [http://www.MFIS.biz] or call (510) 288-3268 today! You can also find us on Facebook [https://www.facebook.com/GMWA.biz?mibextid=ZbWKwL] or LinkedIn [https://www.linkedin.com/in/jason-matthews-cltc%C2%AE-tpcp%C2%AE-9a564311?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app]. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.