That retirement balance may look impressive—but not all of it actually belongs to you. In this episode, Matt Eilers uses a surprising Oscar Awards rule to explain the often‑overlooked reality that Uncle Sam is a silent partner in many retirement accounts. The conversation explores why retirees shift from focusing on growth to focusing on what they keep, how taxes, RMDs, inflation, and healthcare intersect, and why retirement planning needs to go far beyond picking investments. It’s a candid discussion about rules, strategy, and building a plan that reflects this phase of life.

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

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