Podcast

With over 8 million baby boomers turning 65 in the next two years, the question isn’t just “Can I retire?”—it’s “Am I truly ready?” In this episode, Matt Eilers reveals why today’s retirement demands more than a simple checklist. Learn how to spot hidden blind spots like inflation, taxes, and market volatility, and why a personalized income plan matters more than ever. Discover how independent advice, a written strategy, and a “blind spot review” can help you retire—no matter what your goals look like.

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

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With over 8 million baby boomers turning 65 in the next two years, the question isn&rsquo;t just &ldquo;Can I retire?&rdquo;&mdash;it&rsquo;s &ldquo;Am I truly ready?&rdquo; In this episode, Matt Eilers reveals why today&rsquo;s retirement demands more than a simple checklist. Learn how to spot hidden blind spots like inflation, taxes, and market volatility, and why a personalized income plan matters more than ever. Discover how independent advice, a written strategy, and a &ldquo;blind spot review&rdquo; can help you retire&mdash;no matter what your goals look like.
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 the Scorecard: Building a Retirement Plan That Fits You

An 88-year-old forced to work after losing his pension is a wake-up call for anyone without a plan for reliable retirement income. In this episode, Matt Eilers explains how to create your own “personal pension” using today’s tools, so you don’t have to rely on luck or viral miracles. Learn how to engineer predictable paychecks from your assets, safeguard against market risk, and better prepare your income to last as long as you do. Discover the questions every retiree should answer—and how a real plan brings more optimism when it comes to retirement.

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

Facebook | Instagram | LinkedIn | YouTube

An 88-year-old forced to work after losing his pension is a wake-up call for anyone without a plan for reliable retirement income. In this episode, Matt Eilers explains how to create your own &ldquo;personal pension&rdquo; using today&rsquo;s tools, so you don&rsquo;t have to rely on luck or viral miracles. Learn how to engineer predictable paychecks from your assets, safeguard against market risk, and better prepare your income to last as long as you do. Discover the questions every retiree should answer&mdash;and how a real plan brings more optimism when it comes to retirement.
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>

Personal Pension: How to Build Income That Lasts

Are you stuck in the “one more year” trap—working longer than you need to? This episode of The Retirement Caddie with Matt Eilers explores why purpose, not just money, should drive your retirement decision. Hear real stories about waiting too long, the risks of postponing your dreams, and how a clear financial plan can reveal when you’re truly ready to walk away from the nine-to-five. Discover how to break free, find meaning beyond work, and start living every day like it’s Saturday.

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

Facebook | Instagram | LinkedIn | YouTube

Are you stuck in the &ldquo;one more year&rdquo; trap&mdash;working longer than you need to? This episode of The Retirement Caddie with Matt Eilers explores why purpose, not just money, should drive your retirement decision. Hear real stories about waiting too long, the risks of postponing your dreams, and how a clear financial plan can reveal when you&rsquo;re truly ready to walk away from the nine-to-five. Discover how to break free, find meaning beyond work, and start living every day like it&rsquo;s Saturday.
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: The “One More Year” Trap: Are You Missing Out on Life?

What does lasagna for breakfast have to do with retirement planning? In this episode, Matt Eilers shares how retirees live “out of time”—and why knowing when you can retire is one of life’s biggest decisions. From optimizing Social Security and investment drawdowns to building a tax-efficient income plan, Matt breaks down some of the math and logic behind retirement timing.

What does lasagna for breakfast have to do with retirement planning? In this episode, Matt Eilers shares how retirees live &ldquo;out of time&rdquo;&mdash;and why knowing when you can retire is one of life&rsquo;s biggest decisions. From optimizing Social Security and investment drawdowns to building a tax-efficient income plan, Matt breaks down some of the math and logic behind retirement timing.

Best Of: Lasagna for Breakfast? What Retirement Really Looks Like

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!

Facebook | Instagram | LinkedIn | YouTube

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>

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>

Why Creative Planning Beats Cookie-Cutter Advice

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!

Facebook | Instagram | LinkedIn | YouTube

Is your retirement plan just a pile of investments&mdash;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&rsquo;t cut it when it comes to your financial 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>

Is Your Retirement Plan Just a Pile of Stuff?

What does caddying on the golf course have to do with planning your retirement? In this episode, financial advisor Matt Eilers shares how his journey from aspiring golf pro to “retirement caddie” shapes the way he guides clients toward financial freedom. From understanding your investment “clubs” to navigating the retirement “course,” Matt breaks down why planning early—whether you're 10 years out or just one—is critical.

What does caddying on the golf course have to do with planning your retirement? In this episode, financial advisor Matt Eilers shares how his journey from aspiring golf pro to &ldquo;retirement caddie&rdquo; shapes the way he guides clients toward financial freedom. From understanding your investment &ldquo;clubs&rdquo; to navigating the retirement &ldquo;course,&rdquo; Matt breaks down why planning early&mdash;whether you're 10 years out or just one&mdash;is critical.

Best Of: From Golf Pro to Retirement Caddie: Matt Eilers’ Playbook

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

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