Is your retirement plan just a pile of investments—or a written strategy designed for your life? This episode of The Retirement Caddie with Matt Eilers reveals why intentional planning beats guesswork, how to organize your assets into buckets with clear purposes, and why a written plan is the key to confidence and clarity. Learn how to avoid the junk drawer approach, designate assets for income, growth, and emergencies, and build a retirement strategy that fits your unique goals. Discover why advice from the water cooler won’t cut it when it comes to your financial future.
Ready to get out of the rough and get your retirement plan in place? Contact Matt today!

Estate Planning Isn’t Just for the Rich—Here’s Why
11:04

Best Of: Beyond the Scorecard: Building a Retirement Plan That Fits You
13:54

Annuities Aren’t the Problem—Bad Explanations Are
10:25