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Tax Free Zone

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Location:

United States

Language:

English

Contact:

9193781410


Episodes

Episode #19: How To Choose Health Savings Accounts

10/18/2018
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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.

Duration:00:23:14

Episode #18: Long Term Care Needs

10/4/2018
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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.

Duration:00:23:53

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

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