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!
<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>

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

Why That Retirement Money Isn’t All Yours

More than half of Americans don’t have their estate planning basics in place—and many don’t realize why that matters until it’s too late. In this episode, Matt Eilers breaks down why wills, powers of attorney, and healthcare directives often get delayed and what can happen when important decisions are left to the courts. He explains common misconceptions around estate planning, why it’s not just for the wealthy, and how clear documentation can reduce confusion and stress for loved ones when it matters most.

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

Facebook | Instagram | LinkedIn | YouTube

More than half of Americans don&rsquo;t have their estate planning basics in place&mdash;and many don&rsquo;t realize why that matters until it&rsquo;s too late. In this episode, Matt Eilers breaks down why wills, powers of attorney, and healthcare directives often get delayed and what can happen when important decisions are left to the courts. He explains common misconceptions around estate planning, why it&rsquo;s not just for the wealthy, and how clear documentation can reduce confusion and stress for loved ones when it matters most.
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>

Estate Planning Isn’t Just for the Rich—Here’s Why

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!

Facebook | Instagram | LinkedIn | YouTube

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>

Best Of: Beyond the Scorecard: Building a Retirement Plan That Fits You

Annuities stir strong opinions—but most of the confusion comes from how they’re explained and when they’re used. In this episode, Matt Eilers breaks down why nearly 60% of annuity owners don’t fully understand what they bought and how that misunderstanding can derail retirement plans. The conversation reframes annuities as tools—not good or bad by default—and explores where they fit (and where they don’t) alongside stocks and other investments. Matt also explains why education, second opinions, and matching tools to goals matter more than advice from headlines or the water cooler.

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

Facebook | Instagram | LinkedIn | YouTube

Annuities stir strong opinions&mdash;but most of the confusion comes from how they&rsquo;re explained and when they&rsquo;re used. In this episode, Matt Eilers breaks down why nearly 60% of annuity owners don&rsquo;t fully understand what they bought and how that misunderstanding can derail retirement plans. The conversation reframes annuities as tools&mdash;not good or bad by default&mdash;and explores where they fit (and where they don&rsquo;t) alongside stocks and other investments. Matt also explains why education, second opinions, and matching tools to goals matter more than advice from headlines or the water cooler.
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 That Retirement Money Isn’t All Yours

The Retirement Caddie

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The Retirement Caddie

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