Podcast

What if the most important gift you give your family this season isn’t under the tree, but a clear financial plan for the future? In this episode, Matt Eilers explains why open conversations about money, legacy, and taxes matter—especially during the holidays. Discover how a well-crafted plan can ease tough decisions for loved ones, prevent tax headaches, and empower both spouses to feel more optimistic about their financial future. Learn how to turn family meetings into moments of clarity, not confusion.

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

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What if the most important gift you give your family this season isn&rsquo;t under the tree, but a clear financial plan for the future? In this episode, Matt Eilers explains why open conversations about money, legacy, and taxes matter&mdash;especially during the holidays. Discover how a well-crafted plan can ease tough decisions for loved ones, prevent tax headaches, and empower both spouses to feel more optimistic about their financial future. Learn how to turn family meetings into moments of clarity, not confusion.
Ready to get out of the rough and get your retirement plan in place?&nbsp;<a href="https://medalistwealth.com/#contact">Contact</a> Matt today!
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Medalist Wealth Management’s Matt Eilers hosts “The Retirement Caddie” radio program and now makes those on-the-air discussions available to you on demand with his podcast bearing the same name. Subscribe on your favorite streaming service and each week will bring you fresh insight and perspective to financial matters that can help shape your future plans. With each episode, Matt brings informative and topical conversations that help build your financial savvy and intellect as you build towards a financial future suited specifically for you.

Medalist Wealth Management&rsquo;s Matt Eilers hosts &ldquo;The Retirement Caddie&rdquo; radio program and now makes those on-the-air discussions available to you on demand with his podcast bearing the same name. Subscribe on your favorite streaming service and each week will bring you fresh insight and perspective to financial matters that can help shape your future plans. With each episode, Matt brings informative and topical conversations that help build your financial savvy and intellect as you build towards a financial future suited specifically for you.

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