In this episode of Cowboys and Cufflinks, Jeff Mathies and Steve Foltz discuss some of the most common retirement planning mistakes people make with 401(k)s, Social Security, investing, estate planning, and financial decision-making. They break down why so many families feel overwhelmed by retirement planning, how fear-based financial advice impacts decision-making, and why having a written retirement plan matters more than most people realize.
In this episode, you’ll learn:
The conversation also explores real-life stories involving retirement planning, estate planning oversights, life insurance issues, and the emotional impact poor planning can have on families.
If you’ve ever wondered whether your retirement plan is truly set up correctly, this episode offers practical insights designed to help you better understand your options and avoid common financial planning mistakes.
Jeff Mathies is a retirement strategist, entrepreneur, and host of Cowboys & Cufflinks. After getting his start in the insurance industry in 2003, Jeff founded Mathies Financial Partners in 2008 and has spent years helping families navigate retirement through education, planning, and real-world experience. As a Certified Financial Educator (CFEd®), he is passionate about simplifying financial concepts and helping people make confident decisions for the future.
Based in Pueblo, Colorado, Jeff enjoys ranch life with his wife and their five children. Outside the office and podcast studio, you’ll usually find him mountain biking, hiking, golfing, or spending time with his kids and grandkids.
