Podcast

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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That retirement balance may look impressive&mdash;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&rsquo;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?&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.