Podcast

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!

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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!
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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.