The Retirement CaddieThe Retirement Caddie

Beyond Wealth: The Estate Planning Mistakes You Can’t Afford

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What if the biggest threat to your legacy isn’t a lack of wealth, but a lack of planning? In this episode, Matt Eilers reveals why estate planning is essential for everyone—not just the ultra-wealthy—and how simple tools like wills, powers of attorney, and trusts can preserve your assets, your wishes, and your loved ones. Learn how to avoid probate nightmares, make tough decisions easier for your family, and ensure your legacy is carried out exactly as you intend.

Ready to get out of the rough and get your retirement plan in place? Contact Matt today!

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The Retirement Caddie

Medalist Wealth Management’s Matt Eilers hosts “The Retirement Caddie” radio program and now makes t 
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