Cowboys and Cufflinks

How are you designing your retirement portfolio? In this episode of the Cowboys and Cufflinks show, Jeff Mathies (CEO of Mathies Financial Partners) exposes the three biggest mistakes people make when it comes to financial planning.

Discover the 3 devastating retirement traps you must avoid and the 3 fundamental pillars you need to build long-term, global wealth.

TAKE CONTROL OF YOUR RETIREMENT TODAY! If you are a retiree or are getting ready to retire soon, don't play guessing games with your life savings. There are no "do-overs" in retirement. 📈 Claim Your Free Retirement Readiness Kit: Go to our website and click the link to get your kit mailed directly to you, complete with a financial readiness self-test!

🌐 Website: CowboysAndCufflinks.com

📞 Schedule a 15-Minute Strategy Call with Jeff: Let's look at how your portfolio is positioned and clear up the confusion. Direct Line: (719) 434-3939

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DISCLOSURE: Investment advisory services offered through Mathies Financial Partners LLC, a registered investment adviser. Cowboys and Cufflinks and Money Mic Drop are educational media brands of Mathies Financial Partners. The views and opinions expressed are those of the individual speakers and do not necessarily reflect the views of Mathies Financial Partners LLC or its affiliates. This content is for educational purposes only and should not be construed as investment, legal, or tax advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No guarantees are provided. Consult a qualified professional regarding your specific situation.

Your parents are getting older… but is your family financially prepared for what comes next?

In this episode of Cowboys & Cufflinks, Caleb Moore and Steve Foltz discuss the challenges that can come with aging parents and family members, especially when it comes to finances, retirement planning and making important decisions before a crisis happens.

They break down why these conversations are often put off, what families should be thinking about ahead of time and how proper planning can help create clarity when circumstances begin to change. The conversation also dives into retirement planning, investment strategy and the importance of building a financial plan that can hold up through different stages of life.

If you have aging parents or you're thinking about your own retirement, this is a conversation worth having sooner rather than later.

Subscribe to Cowboys & Cufflinks for more conversations about retirement, investing, financial planning and building a life with purpose.

What's actually wrong with your financial plan?

In this episode of Cowboys & Cufflinks, Jeff Mathies goes solo to break down three of the most common problems we see when people come to us looking for help with their money.

From major gaps in income planning, to problems with investment design, to a financial plan that simply isn't built for where you want to go. Jeff explains why these breakdowns happen and what you should be thinking about when evaluating your own financial strategy.

A financial plan is only as strong as the pieces holding it together. The question is: where's the weak link in yours?

Watch the full episode to learn the three areas Jeff believes every investor should be paying attention to.

When it comes to your money, knowing when to ask for help can be just as important as knowing what to do.

In this episode of Cowboys & Cufflinks, Jeff Mathies sits down with Steve Foltz to talk about the importance of being coachable and allowing professionals to help you.

They explore why successful people don't try to be experts at everything, the value of surrounding yourself with professionals you trust, and how being willing to listen, learn, and take advice can lead to better financial decisions.

Because building wealth isn't just about having the right investments. It's about having a plan, staying disciplined, and being willing to let the right people help you along the way.

Money can create freedom, opportunity, and security but without a clear purpose, it can just as easily create stress, distraction, and bad decisions.

In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore explore a side of wealth that doesn't get talked about enough: having money isn't the same as knowing what to do with it.

They discuss why accumulating wealth simply for the sake of having more can become pointless and sometimes even dangerous. Because without goals, values, and a bigger purpose behind your financial decisions, more money doesn't necessarily lead to a better life.

Whether you're building wealth, planning for retirement, or are already financially successful, this conversation challenges you to ask a more important question than "How much is enough?"

What is your money actually for?

Have a question you want answered? Give us a call! 719.434.3939

Every financial advisor has a story that started long before the investment strategies and retirement plans. In this episode we're getting personal.

We sit down to share our backgrounds, the experiences that shaped us, how we found our way into financial planning and the lessons we picked up along the way. Whether you've been listening for a while or you're brand new to the podcast, this episode is your chance to get to know the people behind the conversations and understand a little more about why we do what we do.

Many women take a back seat when it comes to financial conversations, often leaving their husbands to make the majority of their family's financial decisions. But financial planning is strongest when both partners are informed, involved and confident about their future.

In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore discuss why it's important for women to have an active role in their family's financial planning and how greater involvement can benefit the entire household.

Listen as Jeff and Caleb share practical, actionable strategies to help women become more engaged in their finances, ask the right questions and take greater control of their financial future.

Saving for retirement is only half the battle.

What happens after you've built your nest egg can have an even greater impact on your future.

🎙In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore answer some of the most common retirement questions they hear from families every day.

The conversation begins with a powerful story about a business owner who spent years building a successful company, only to discover that confidence in one area of life doesn't automatically translate into successful investing.

From there, Jeff and Caleb explore how market volatility, retirement income, inflation, spending strategies, and financial products can influence whether your savings last as long as you need them to. 💵

Many people have a retirement date circled on the calendar. 🗓

Far fewer have taken the time to ask whether their finances are actually ready for that date.

In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore discuss one of the biggest mistakes they see people make: building a retirement around an age instead of a strategy. They also explore why so many investors are turning to AI for financial guidance, what it really takes to manage investments on your own, and how asking the right questions today can help avoid costly mistakes tomorrow.

Whether retirement is five years away or already here, this conversation is packed with practical insights to help you think differently about income, diversification, financial advice, and preparing for the years ahead.

Life rarely gives advance notice.

One day you're planning vacations and enjoying time with family. The next, you're facing a wildfire, a health emergency, the loss of a loved one, or another life-changing event that forces difficult decisions overnight.

Those moments remind us that financial planning isn't just about growing wealth… it's about preparing for the unexpected.

In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore discuss why asking "what if?" isn't pessimistic. It's practical.

What You'll Learn

· How unexpected events expose gaps in retirement and income planning

· The importance of reviewing insurance and important financial documents

· Why retirement plans should be stress-tested instead of based on best-case scenarios

· What to look for when choosing a fiduciary financial advisor

· Common red flags in investment products and financial sales presentations

· Why retirement income planning is about more than investment returns

· How preparing today can create greater confidence tomorrow