What if retirement isn’t about quitting work, but designing a life built around your passions and purpose? Matt Eilers explores how uncovering your “why” leads to a tailor-made wealth plan—one that supports family, travel, hobbies, or even working because you love it. Learn why cookie-cutter solutions fall short, and how real relationships and flexible planning help you adapt when life throws curveballs

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

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What if the biggest challenge in retirement isn’t saving, but creating predictable income when pensions disappear? Matt Eilers explores how Americans can build their own “personal pension” for lasting security, separating growth from income to weather market swings. Learn why predictability matters, how annuities fit into the puzzle, and why a flexible plan can help you change your financial ending—no matter when you start.

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

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What if retirement isn’t about quitting—it’s about redefining purpose? In this episode, Matt Eilers shares how planning for retirement starts with understanding what truly fulfills you. Whether you love your work or dream of stepping away, Matt explains why every financial plan should begin with your goals—not products. From first visits that feel more like conversations to building flexible, evolving strategies, this episode explores how to create a retirement plan that fits your life, not just your timeline.

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

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What does lasagna for breakfast have to do with retirement planning? In this episode, Matt Eilers shares how retirees live “out of time”—and why knowing when you can retire is one of life’s biggest decisions. From optimizing Social Security and investment drawdowns to building a tax-efficient income plan, Matt breaks down some of the math and logic behind retirement timing.

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What does caddying on the golf course have to do with planning your retirement? In this episode, financial advisor Matt Eilers shares how his journey from aspiring golf pro to “retirement caddie” shapes the way he guides clients toward financial freedom. From understanding your investment “clubs” to navigating the retirement “course,” Matt breaks down why planning early—whether you're 10 years out or just one—is critical.

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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.

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