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 order.
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 Today.
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.
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.