Podcast

Retirement planning should feel less like a trip to the dentist and more like a conversation about what matters most to you. In this episode, Matt Eilers explains why financial planning goes far beyond investment returns and account balances. He shares how understanding your passions, family priorities, travel goals, and lifestyle dreams helps shape a retirement plan that reflects your unique vision. Matt also discusses why retirement planning should be an ongoing process, not a one-time event, and how a personalized approach can adapt as life changes over time.

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

Facebook | Instagram | LinkedIn | YouTube

Retirement planning should feel less like a trip to the dentist and more like a conversation about what matters most to you. In this episode, Matt Eilers explains why financial planning goes far beyond investment returns and account balances. He shares how understanding your passions, family priorities, travel goals, and lifestyle dreams helps shape a retirement plan that reflects your unique vision. Matt also discusses why retirement planning should be an ongoing process, not a one-time event, and how a personalized approach can adapt as life changes over time.
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

Is Your Retirement Plan Built Around Your Life—or Just Your Money?

What happens when one spouse handles the money—and the other suddenly has to? In this episode, Matt Eilers breaks down the essential financial conversations couples must have long before retirement forces the issue. He explains why alignment on risk, roles, and record‑keeping is important, how to prepare for the day one partner may face retirement alone, and which legal documents every household should review. From communication gaps to mismatched risk tolerances, Matt reveals how key teamwork is as you navigate retirement together.

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

Facebook | Instagram | LinkedIn | YouTube

What happens when one spouse handles the money&mdash;and the other suddenly has to? In this episode, Matt Eilers breaks down the essential financial conversations couples must have long before retirement forces the issue. He explains why alignment on risk, roles, and record‑keeping is important, how to prepare for the day one partner may face retirement alone, and which legal documents every household should review. From communication gaps to mismatched risk tolerances, Matt reveals how key teamwork is as you navigate retirement together.
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>

The Four Money Conversations Every Couple Needs Before It’s Too Late

What does climbing the equivalent of Mount Everest have to do with retirement planning? Matt Eilers shares the story behind his 29029 endurance challenge, the lessons it teaches about perseverance, and the inspiration driving him to push beyond his comfort zone. Along the way, he discusses supporting Kids Food Basket, the realities many families face with rising food costs, and why inflation remains one of the biggest risks retirees need to prepare for. Learn how building inflation into a retirement income strategy can help address the rising costs that continue to impact everyday life.

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

Facebook | Instagram | LinkedIn | YouTube

What does climbing the equivalent of Mount Everest have to do with retirement planning? Matt Eilers shares the story behind his <a href="https://29029.co/collections/tickets">29029</a> endurance challenge, the lessons it teaches about perseverance, and the inspiration driving him to push beyond his comfort zone. Along the way, he discusses supporting <a href="https://kidsfoodbasket.org/locations/">Kids Food Basket</a>, the realities many families face with rising food costs, and why inflation remains one of the biggest risks retirees need to prepare for. Learn how building inflation into a retirement income strategy can help address the rising costs that continue to impact everyday life.
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>

What Climbing 29,029 Feet Teaches About Retirement Planning

The biggest wealth transfer in history is already underway—but is the next generation ready for it? In this episode, Matt Eilers explores how families can prepare for passing down assets and the important conversations that often get delayed. He discusses the difference between “live-on” money and “leave-on” money, why inheritance can sometimes create unexpected challenges, and how communication can help families navigate future financial decisions. The conversation highlights the importance of aligning legacy goals with a broader retirement strategy while helping loved ones understand what may eventually be passed on.

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

Facebook | Instagram | LinkedIn | YouTube

The biggest wealth transfer in history is already underway&mdash;but is the next generation ready for it? In this episode, Matt Eilers explores how families can prepare for passing down assets and the important conversations that often get delayed. He discusses the difference between &ldquo;live-on&rdquo; money and &ldquo;leave-on&rdquo; money, why inheritance can sometimes create unexpected challenges, and how communication can help families navigate future financial decisions. The conversation highlights the importance of aligning legacy goals with a broader retirement strategy while helping loved ones understand what may eventually be passed on.
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>

Is Your Retirement Plan Built Around Your Life—or Just Your Money?

The Retirement Caddie

In 1 playlist(s)

The Retirement Caddie

Social links

Follow podcast

Recent clips