The Retirement Caddie
The Retirement Caddie
Playlist by The Retirement CaddieMedalist 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. Subsc…Follow the podcast:
17 clip(s) in playlist
From Blind Spots to Bright Futures
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 e…
11:39
Best Of: Why Your Financial Plan Needs a Map—Not Just a Return
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 ma…
11:24
Beyond Wealth: The Estate Planning Mistakes You Can’t Afford
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 wish…
09:50
Why Creative Planning Beats Cookie-Cutter Advice
Is your retirement plan designed for YOUR life—or just following outdated rules?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…
11:52
Is Your Retirement Plan Just a Pile of Stuff?
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 t…
10:36
Best Of: From Golf Pro to Retirement Caddie: Matt Eilers’ Playbook
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” t…
14:15Clean
Why Couples Must Plan Together for Retirement
What happens when one spouse is left to manage the finances alone—and is your retirement plan truly ready for that moment? This episode of The Retirement Caddie with Matt Eilers explores why both partners must be involved, how to build a plan that covers emergencies, predictable income, risk, and c…
11:08
The Tax Trap Hidden in Your Inheritance
Is your legacy plan a blessing—or a ticking tax time bomb for your heirs? This episode of The Retirement Caddie with Matt Eilers explores why leaving assets behind isn’t just about good intentions. Learn how to avoid common mistakes that can trigger unexpected taxes, probate headaches, and family s…
11:31
The “One More Year” Trap: Are You Missing Out on Life?
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 cle…
10:52
Why Your Financial Plan Needs a Map—Not Just a Return
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 ma…
11:24