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English

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Episodes

Episode #17: Win Retirement

9/20/2018
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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-submitted questions.

Duration:00:22:44

Episode #16: Mega Backdoor Roth IRAs

9/6/2018
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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.

Duration:00:24:49

Episode #15: How Do You React To Market Corrections?

7/19/2018
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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 you can avoid becoming your worst enemy and show you how to keep particular emotions and reactions in check during times of market turmoil. For...

Duration:00:21:54

Episode #14: Overlooking Inflation

7/5/2018
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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: https://pffirm.com/shock/

Duration:00:21:24

Episode #13: Taking Your First Financial Steps

6/21/2018
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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 can Lebron James teach us? We'll find out on this week's show. Click the link to receive your FREE Tax Free Retirement Rescue Toolkit:...

Duration:00:23:52

Risky But Popular Investments

6/14/2018
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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 investments are also the most popular. At least the risky ones generate a lot of interest, even if most folks don’t end up actually making an...

Duration:00:20:16

Episode #11: Making Bad Financial Assumptions

6/7/2018
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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-assumptions/

Duration:00:23:59

Episode #10: Investment Lessons From TV Show 'Billions'

5/31/2018
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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/

Duration:00:18:35

Episode #9: Don't Overpay In Taxes

5/24/2018
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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/

Duration:00:15:38

Episode #8: The Merits Of ETFs Versus Mutual Funds

5/17/2018
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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.

Duration:00:17:38

Debunking Some Of The Worst Financial Myths

5/10/2018
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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. Click here for Chris' Tax Free Retirement Toolkit.

Duration:00:22:28

The Important Things You Should Know About 401k Rollovers

5/3/2018
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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 in his IRA. And is it wise for college students to invest some of their financial aid in bitcoin? It's happening, so we'll get Chris' thoughts on...

Duration:00:25:04

Does It Matter What Kind Of Financial Advisor You Work With?

4/19/2018
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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?

Duration:00:16:11

Investment Philosophies To Know: Passive And Tactical

4/6/2018
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Chris tells us how the proper balances and uses of tactical and passive investment philosophies can lead to the creation of a great portfolio.

Duration:00:17:38

A Volatility Buffer

3/15/2018
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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.

Duration:00:13:54

The 5 Steps To A Tax-Free Retirement

3/1/2018
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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.

Duration:00:19:29

Welcome To The Tax Free Zone: Tax Code Changes And Market Volatility

2/16/2018
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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.

Duration:00:17:40