There's a lot of confusion out there surrounding Health Savings Accounts. Chris will talk about how you can become eligible for a health savings account as well as how to choose the account that's right for you. He'll also give you a tip on hidden Medicare taxes that you might not be aware of, and give you his take on a recent tax-related executive…

Does your retirement plan include the potential costs of long-term care? Are you unsure if you need to plan for it at all? On this episode, Chris will discuss some essential facts about long-term care and what that means for you. But first, he'll dive into some surprisingly affordable retirement destinations in the Caribbean, as mentioned in USA To…

What does it mean to "win" in retirement? Chris will show you how removing uncertainty in three key areas of your portfolio will bring you closer to a worry-free retirement where you can focus on what really matters to you. He'll also discuss his perspective on wealth in relation to recent news events, and later he'll get into some listener-submitt…

You've probably heard about various types of Roth IRAs, but Chris will introduce you to the Mega Backdoor Roth IRA and discuss how this can be an amazing tool for folks whose income does not allow them to contribute to a Roth IRA. Later on, get some insight into pension options, as well as the dangers of variable annuities.…

Anytime the market is moving in a downward direction, or even just wavering, we see people react in various ways. Take a listen to see if you identify with one of these common reactions to market corrections. Do you over-trade as a response? Do you stick your head in the sand or run around like a chicken with your head cut off? We’ll give you ways …

Overlooking inflation is an easy thing to do. It happens, typically, slowly. You don't notice it immediately, but after a while it can dramatically change the face of your financial plan. Chris will tell us some of the things we need to know when it comes to accounting for inflation in our plans. For Chris's Tax-Free Retirement Toolkit, go to: http…

For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on a first step to get you started. But depending on your situation, your most logical first step could be one of several things… Brent wants to know if the economy is "overvalued" at the moment. And what financial lessons …

Chris will battle through a cold this week to deliver us some great financial information. We'll get a question from Daniel about inflation rates. We'll also see if the 1st quarter earnings reports indicate a strong US economy through the rest of the year. Plus, It’s probably common sense when you think about human nature, but some of the riskiest …

Be careful of making assumptions about certain areas of your financial plan. Some of these assumptions could be correct, but they could just as likely be wrong. Get Your Tax Free Retirement Rescue Toolkit: https://pffirm.com/shock/ Be sure to visit Chris' blog: https://taxfreepodcast.com/investing-behavior/episode-11-making-bad-financial-assumption…

Learn about investing from the hit TV show 'Billions.' Find out why market timing simply doesn't work. Click here for Chris's Tax Free Retirement Toolkit Click to check out Chris' blog: https://taxfreepodcast.com/market-timing/episode-10-investment-lessons-tv-show-billions/

Chris recently helped a couple alleviate their tax burden. Find out how, and make sure you don't overpay in taxes. Click here for Chris's Tax Free Retirement Toolkit. Click here to check out Chris' blog:https://taxfreepodcast.com/taxes/episode-9-dont-overpay-taxes/

ETFs and mutual funds appear to be similar investing vehicles. Does it matter in which you choose to invest? Chris Patterson explains. Click here for Chris's Tax Free Retirement Toolkit. Click here to check out Chris's blog.

There’s an almost endless list of retirement planning myths that need to be debunked. We’ll debunk some of these misleading statements that often lead people astray. Put on your “mythbuster” hat and let’s go. We'll also answer Gretchen's question about Roth conversions while unemployed and we'll get Chris' take on President Trump's feud with Amazon…

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider. We'll also answer a question from Roger about recent losses i…

Chris gives us an honest perspective on what it's like to work with an independent advisor vs. a large brokerage firm. What are the advantages and disadvantages?

Chris tells us how the proper balances and uses of tactical and passive investment philosophies can lead to the creation of a great portfolio.

Many financial firms are too focused on accumulation, which could leave your portfolio open to undue risk. Learn how Chris implements a volatility buffer to shield you from market risks.

Having a tax-free retirement should be a major goal of every retiree. Chris will walk us through the 5 steps you can take to achieving a tax-free retirement. Sure, we might mention a few "geeky" buzzwords like 72T, but Chris will break it down into layman's terms and map out the plan for us.

In the inaugural episode of The Tax-Free Zone, we'll analyze the recent tax code changes and assess the possible link those changes have to recent market volatility. Chris will tell us what your takeaway from the recent headline news should be if you're a retiree or approaching retirement.