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John "Matt" Wheat, CLTC, Financial Advisor with Eagle Strategies, LLC

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San Antonio, TX
John "Matt" Wheat, CLTC, Financial Advisor with Eagle Strategies, LLC

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Financial Advisor offering investment advisory
services through Eagle Strategies LLC. California license #4455319 I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but
not limited to college funding, retirement, managing costs for extended periods of care and lifetime income
strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A
Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a
Registered Representative of and offer securities products & services through NYLIFE Securities LLC,
(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

8000 IH-10 West
Suite 800
San Antonio, TX 78230
210-321-1400

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. No
direct or indirect payment or other compensation is provided to any person for a testimonial or
endorsement appearing here. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please
consult your own tax, legal, or accounting professionals before making any decisions. My California license number is 4455319

10/24/2026

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially transitioning into retirement, consider these common income planning mistakes and how to avoid them.

08/01/2026

I’m honored to share that I’ve achieved New York Life’s Executive Council! This recognition is awarded annually by New York Life for agent production from July 1 - June 30. I’m proud of the opportunity to help protect families and support their goals every day.

07/30/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4fuC5FX

07/28/2026

Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest rate (6.38% actual yield) as you strategically enter the market.
https://nyl.co/45rbTGl

07/27/2026

Medical care costs are an important part of retirement planning. Even with Medicare, out-of-pocket expenses can add up over time.

As people age, healthcare needs often become more frequent and less predictable, which can create ongoing financial pressure. Planning for these costs can help you feel more prepared for the years ahead.

Let’s talk about how healthcare expenses fit into your overall retirement strategy.

07/25/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

07/04/2026

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goals becomes even more important.

Let’s talk about annuity solutions designed to help provide confidence in uncertain times.

*Bloomberg Markets coverage, 2026.

07/02/2026

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of retirement strategy.

Let’s talk about annuity solutions designed to help provide guaranteed income for life.

*LIMRA Secure Retirement Institute, Retirement Risk Study, 2025.

06/30/2026

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies complementing one another. Annuities can be a key component in building reliable income within a comprehensive financial plan.

Let’s talk about solutions designed to support your long-term goals.

*McKinsey & Company, U.S. Retirement Industry Report, recent edition.

06/27/2026

Recent analysis notes that SECURE 2.0 provisions may affect how qualified annuities interact with required minimum distributions.* Coordinating income and tax planning can help bring clarity to retirement decisions.

Let’s talk about strategies designed to simplify your approach.

*Fidelity Viewpoints, “SECURE 2.0 and Qualified Annuities,” January 2026.

Address

8000 IH-10 West, Suite 800
San Antonio, TX
78230

Telephone

+19792554533

Website

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