About Chris Patterson

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So far Chris Patterson has created 20 blog entries.

Episode #19: How To Choose Health Savings Accounts

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.

By |2018-10-24T15:49:46+00:00October 18th, 2018|Podcast|0 Comments

Episode #18: Long Term Care Needs

Does your retirement plan include the potential costs of long-term care? Are you unsure if you need to even plan for long-term care? 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.

By |2018-10-24T15:47:57+00:00October 4th, 2018|Podcast|0 Comments

Income is the Outcome, Right? Right?

Investors in or near retirement should invest differently than they did in their 30's or 40's.That's because retirement creates different portfolio needs (accumulation vs distribution). In the accumulation phase (pre-retirement), building up your portfolio's value is what matters. In retirement (or in preparation for retirement), there are four keys to investing success: Income from your [...]

By |2018-10-24T13:27:17+00:00September 28th, 2018|Blog, Financial Planning, Insurance, Investments|0 Comments

Episode #17: Win Retirement

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.

By |2018-10-24T15:33:05+00:00September 20th, 2018|Podcast|0 Comments

Episode #16: Mega Backdoor Roth IRAs

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.

By |2018-10-24T15:31:16+00:00September 6th, 2018|Podcast|0 Comments

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

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.

By |2018-10-24T15:29:25+00:00July 19th, 2018|Podcast|0 Comments

Episode #14: Dangers Of Overlooking Inflation

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.

By |2018-10-24T15:50:54+00:00July 5th, 2018|Podcast|0 Comments

Episode #5: Independent Advisor Versus Brokerage Firm: What’s The Difference?

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

By |2018-10-24T14:40:47+00:00April 19th, 2018|Podcast|0 Comments