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!
<a href="https://www.facebook.com/medalistwealth/">Facebook</a> | <a href="https://www.instagram.com/medalistwealth/">Instagram</a> | <a href="https://www.linkedin.com/company/medalist-wealth-management/">LinkedIn</a> | <a href="https://www.youtube.com/@medalistwealth">YouTube</a>

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.

The Retirement Caddie

From Blind Spots to Bright Futures

Are you ready for the big changes retirement brings—or is your plan stuck in the past? This episode of The Retirement Caddie with Matt Eilers explores how shifting careers, evolving tax laws, and changing risk tolerance demand a flexible financial strategy. Learn why mapping out your income plan matters, how new rules like Secure Act 2.0 could impact your savings, and why real financial planning goes far beyond last year’s rate of return. Discover the value of ongoing education, proactive adjustments, and planting seeds for your future.

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

Facebook | Instagram | LinkedIn | YouTube

Are you ready for the big changes retirement brings&mdash;or is your plan stuck in the past? This episode of The Retirement Caddie with Matt Eilers explores how shifting careers, evolving tax laws, and changing risk tolerance demand a flexible financial strategy. Learn why mapping out your income plan matters, how new rules like Secure Act 2.0 could impact your savings, and why real financial planning goes far beyond last year&rsquo;s rate of return. Discover the value of ongoing education, proactive adjustments, and planting seeds for your future.
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!
<a href="https://www.facebook.com/medalistwealth/">Facebook</a> | <a href="https://www.instagram.com/medalistwealth/">Instagram</a> | <a href="https://www.linkedin.com/company/medalist-wealth-management/">LinkedIn</a> | <a href="https://www.youtube.com/@medalistwealth">YouTube</a>

Best Of: Why Your Financial Plan Needs a Map—Not Just a Return

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!

Facebook | Instagram | LinkedIn | YouTube

What if the biggest threat to your legacy isn&rsquo;t a lack of wealth, but a lack of planning? In this episode, Matt Eilers reveals why estate planning is essential for everyone&mdash;not just the ultra-wealthy&mdash;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?&nbsp;<a href="https://medalistwealth.com/#contact">Contact</a> Matt today!
<a href="https://www.facebook.com/medalistwealth/">Facebook</a> | <a href="https://www.instagram.com/medalistwealth/">Instagram</a> | <a href="https://www.linkedin.com/company/medalist-wealth-management/">LinkedIn</a> | <a href="https://www.youtube.com/@medalistwealth">YouTube</a>

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

Is your retirement plan designed for YOUR life—or just following outdated rules? This episode of The Retirement Caddie with Matt Eilers explores how creative strategies like deferment, intentional tax planning, and personalized income strategies can help you build a retirement that fits your unique needs. Learn why “one-size-fits-all” advice falls short, how to avoid ticking tax time bombs, and why a tailored plan matters more than ever in today’s changing landscape. Discover the power of making your money serve you, not the other way around.

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

Facebook | Instagram | LinkedIn | YouTube

Is your retirement plan designed for YOUR life&mdash;or just following outdated rules? This episode of The Retirement Caddie with Matt Eilers explores how creative strategies like deferment, intentional tax planning, and personalized income strategies can help you build a retirement that fits your unique needs. Learn why &ldquo;one-size-fits-all&rdquo; advice falls short, how to avoid ticking tax time bombs, and why a tailored plan matters more than ever in today&rsquo;s changing landscape. Discover the power of making your money serve you, not the other way around.
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!
<a href="https://www.facebook.com/medalistwealth/">Facebook</a> | <a href="https://www.instagram.com/medalistwealth/">Instagram</a> | <a href="https://www.linkedin.com/company/medalist-wealth-management/">LinkedIn</a> | <a href="https://www.youtube.com/@medalistwealth">YouTube</a>

From Blind Spots to Bright Futures

The Retirement Caddie

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The Retirement Caddie

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