Medalist Wealth Management

Medalist Wealth Management Become the champion of your own retirement with our ๐—ง๐—ฎ๐—ถ๐—น๐—ผ๐—ฟ-๐— ๐—ฎ๐—ฑ๐—ฒ ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—ฃ๐—น๐—ฎ๐—ปโ„ข, guided by Matthew Eilers, Financial Advisor.

"Link in bio"โฌ‡๏ธ
linktr.ee/medalistwealth ๐—ฌ๐—ข๐—จ ๐——๐—˜๐—ฆ๐—˜๐—ฅ๐—ฉ๐—˜ ๐—” ๐—™๐—œ๐—ฅ๐—ฆ๐—ง-๐—ฃ๐—Ÿ๐—”๐—–๐—˜ ๐—ฅ๐—˜๐—ง๐—œ๐—ฅ๐—˜๐— ๐—˜๐—ก๐—ง

At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence. Our goal is to bridge the gap between your dreams for the future and the reality of achieving them. We're dedicated to helping you transition from the workforce to a thriving retirement with holistic, transpare

nt strategies. We want to help you conquer your retirement and live with peace of mind. Our team has the expertise to build a solid financial plan focusing on:

โœ”๏ธ RETIREMENT INCOME STRATEGIES
โœ”๏ธ WEALTH PRESERVATION
โœ”๏ธ TAX PLANNING
โœ”๏ธ LIFE INSURANCE
โœ”๏ธ MEDICARE & HEALTHCARE PLANNING

Start living the life you envision and become the champion of your own retirement.

Upcoming educational events ๐Ÿ“…Join us on June 17 & 23 for evening sessions focused on tax planning considerations and wha...
05/29/2026

Upcoming educational events ๐Ÿ“…

Join us on June 17 & 23 for evening sessions focused on tax planning considerations and what upcoming changes could mean for your overall retirement strategy.

Learn more and register here ๐Ÿ‘‰ https://medalistwealth.com/events/

05/27/2026

New Podcast Episode ๐Ÿ‘‰ What happens when one spouse handles the moneyโ€”and the other suddenly has to? Matt Eilers breaks down the essential financial conversations couples must have long before retirement forces the issue.

Listen to The Retirement Caddie wherever you get your favorite podcasts!

๐ŸŽ‰ Birthday shoutโ€‘out to Brian Bierengaโ€”our new Client Service Specialist! We hope your day is a great one and weโ€™re exci...
05/27/2026

๐ŸŽ‰ Birthday shoutโ€‘out to Brian Bierengaโ€”our new Client Service Specialist! We hope your day is a great one and weโ€™re excited to have you with us!

Today, we pause to remember and honor the men and women who gave their lives in service to our country. Their sacrifice ...
05/25/2026

Today, we pause to remember and honor the men and women who gave their lives in service to our country. Their sacrifice will never be forgotten.

05/22/2026

Want to retire like a middle class millionaire? ๐Ÿ’ก

On this segment of The Money Report, Matt Eilers reveals strategies designed to help everyday Americans build real wealth for retirementโ€”no lottery ticket required.

Tune in to discover how you can put these proven principles to work for your future!

Help us wish a very happy birthday to Justin Sherman! ๐ŸŽ‰ Justin is the husband of our very own Bri Sherman, and we hope h...
05/20/2026

Help us wish a very happy birthday to Justin Sherman! ๐ŸŽ‰ Justin is the husband of our very own Bri Sherman, and we hope his day is a great one!

One of the biggest questions people have about retirement is surprisingly simple: How long does my money need to last?Fo...
05/18/2026

One of the biggest questions people have about retirement is surprisingly simple: How long does my money need to last?

For many, retirement can span 20โ€“30 years โ€” sometimes longer. That means itโ€™s not just about reaching retirement, but planning for the decades that come after. Thinking ahead about longevity, income needs, and flexibility can help set more realistic expectations for what retirement looks like longโ€‘term.

๐Ÿ“… Reminder: June 10Thereโ€™s still time to join us for an upcoming educational event focused on retirement planning, estat...
05/15/2026

๐Ÿ“… Reminder: June 10

Thereโ€™s still time to join us for an upcoming educational event focused on retirement planning, estate considerations, and minimizing taxes.

View details and register here ๐Ÿ‘‰ https://medalistwealth.com/events/

Recently had the opportunity to attend an event at Marโ€‘aโ€‘Lago in Palm Beach, Florida, where we heard Donald Trump Jr. sp...
05/14/2026

Recently had the opportunity to attend an event at Marโ€‘aโ€‘Lago in Palm Beach, Florida, where we heard Donald Trump Jr. speak on current events, business, and leadership.

Regardless of where you stand politically, experiences like these offer a unique chance to hear perspectives firsthand, engage in thoughtful conversation, and be part of a truly dynamic setting.

From the beautiful Palm Beach backdrop to the engaging discussions throughout the evening, it was a memorable experience and an opportunity to connect with people from many different backgrounds and industries.

05/13/2026

New Podcast Episode ๐Ÿ‘‰ Matt Eilers breaks down the financial realities of the great wealth transfer, from hidden tax traps to handling retirement accounts that must be emptied within 10 years.

Listen to The Retirement Caddie wherever you get your favorite podcasts!

Address

2900 Charlevoix Drive SE, Suite 220
Grand Rapids, MI
49546

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Website

https://linktr.ee/medalistwealth, https://medalistwealth.com/

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