Medalist Wealth Management

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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, transparent 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.

10/14/2026

Do you know why you own each investment in your portfolio?

On this weekโ€™s podcast, Matt discusses why understanding the purpose behind your investments becomes especially important as you approach retirement. Which assets are designed to generate income? Which are positioned for long-term growth? And how much risk are you taking along the way?

Your portfolio shouldnโ€™t just be a collection of investments. It should be a strategy you understand.

๐ŸŽง Listen to The Retirement Caddie on your favorite podcast!

๐Ÿ‚ There's still time to join us this month!October may be flying by, but there are still plenty of opportunities to atte...
10/11/2026

๐Ÿ‚ There's still time to join us this month!

October may be flying by, but there are still plenty of opportunities to attend an upcoming retirement education event with Medalist Wealth. Our workshops are designed to help you stay informed about the decisions that can impact your future.

๐Ÿ“… Explore our upcoming events and reserve your spot today at medalistwealth.com

10/10/2026

When most people hear the term "estate planning," they think it's only for the ultra-wealthy.

But the reality is much simpler: if you own a home, have retirement accounts, or want a say in what happens to your assets, you have an estate.

On this episode, Matt discusses why estate planning isn't about how much you have. It's about making sure your wishes are clearly documented and your loved ones are protected if something happens to you.

๐ŸŽง Listen to The Retirement Caddie on your favorite podcast platform!

10/09/2026

๐Ÿ“บ On this segment of The Money Report, Matt shares why making the most of available retirement opportunities could play an important role in your long-term financial strategy.

10/07/2026

Is your retirement income plan built to handle more than just today's challenges?

On this episode, Matt discusses why retirement income planning should go beyond simple withdrawal rules and account balances. From inflation and taxes to market volatility, longevity, and required minimum distributions, there are a lot of moving pieces that can impact your retirement over time.

๐ŸŽง Listen to The Retirement Caddie on your favorite podcast platform!

10/05/2026

At Medalist Wealth, great financial planning starts with a great client experience.

From the moment you walk through our doors, our goal is to make you feel welcomed, valued, and cared for. We believe your time matters, which is why we've designed every detail of our office and meeting spaces with our families in mind. Through education, collaboration, and personalized guidance, we're committed to helping you feel right at home.

We can't wait to welcome you to Medalist Wealth.

๐Ÿ‚ Fall is a great time to focus on your retirement goals.Join the Medalist Wealth team this October for a series of educ...
10/01/2026

๐Ÿ‚ Fall is a great time to focus on your retirement goals.

Join the Medalist Wealth team this October for a series of educational events covering important retirement planning topics, including estate planning, taxes, trusts, wills, and retirement decisions during election years. Whether you're preparing for retirement or already there, these events can help you better understand the factors that may impact your financial future.

๐Ÿ“… View upcoming event dates and reserve your spot today at medalistwealth.com

09/30/2026

New Podcast Episode ๐Ÿ‘‰ Matt Eilers discusses the importance of coordinating income sources, the limitations of relying solely on the traditional 4% withdrawal rule, and how retirees can prepare for market volatility, inflation, taxes, and longevity.

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

๐Ÿ’ฐ What do retirees actually spend the most money on?Many people assume the biggest retirement expense is travel. In real...
09/28/2026

๐Ÿ’ฐ What do retirees actually spend the most money on?

Many people assume the biggest retirement expense is travel. In reality, taxes, healthcare, housing, and family support often have a much larger impact.

Swipe through to see the 5 biggest retirement expenses and why preparing for them ahead of time can help you make the most of your retirement years.

๐Ÿ‘‡ Which expense do you think surprises people the most?

09/25/2026

๐Ÿ“บ Taxes don't disappear in retirement, and without a strategy, they could take a bigger bite out of your savings than you expect. On this segment of The Money Report, Matt discusses how taxes can impact your retirement income.

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

Telephone

+18446332547

Website

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