The Retirement CaddieThe Retirement Caddie

Why Your Financial Plan Needs a Map—Not Just a Return

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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 matters, how new rules like Secure Act 2.0 could impact your savings, and why real financial planning goes far beyond last year’s rate of return. Discover the value of ongoing education, proactive adjustments, and planting seeds for your future.

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

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The Retirement Caddie

Medalist Wealth Management’s Matt Eilers hosts “The Retirement Caddie” radio program and now makes t 
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