“Cut The Crap” Podcast2018-10-24T16:00:07+00:00
1810, 2018

Episode #19: How To Choose Health Savings Accounts

By |October 18th, 2018|Categories: Podcast|Tags: , , |0 Comments

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.

410, 2018

Episode #18: Long Term Care Needs

By |October 4th, 2018|Categories: Podcast|Tags: , , |0 Comments

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.

2009, 2018

Episode #17: Win Retirement

By |September 20th, 2018|Categories: Podcast|Tags: , , |0 Comments

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.

609, 2018

Episode #16: Mega Backdoor Roth IRAs

By |September 6th, 2018|Categories: Podcast|Tags: , , , |0 Comments

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.

1907, 2018

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

By |July 19th, 2018|Categories: Podcast|Tags: , |0 Comments

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.

507, 2018

Episode #14: Dangers Of Overlooking Inflation

By |July 5th, 2018|Categories: Podcast|Tags: |0 Comments

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.

2106, 2018

Episode #13: Taking Your First Financial Steps

By |June 21st, 2018|Categories: Podcast|Tags: , , , , |0 Comments

Building a financial plan is overwhelming. However, it's less daunting to focus on taking your first financial steps. Learn where to begin.

305, 2018

Episode #6: Important Things You Should Know About 401k Rollovers

By |May 3rd, 2018|Categories: Podcast|Tags: , , , |0 Comments

401k rollovers are useful tools for allowing you more investment options and alleviating your tax bill. Learn how to complete a 401k rollover.

1904, 2018

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

By |April 19th, 2018|Categories: Podcast|Tags: |0 Comments

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?

1503, 2018

Episode #3: A Volatility Buffer

By |March 15th, 2018|Categories: Podcast|Tags: , , |0 Comments

A sound financial plan will generate income throughout your retirement. However, if your portfolio is solely linked to the stock market, you could find yourself without a paycheck during a market correction. Develop a volatility buffer that will protect your income needs.

203, 2018

Episode #2: The 5 Steps To A Tax-Free Retirement

By |March 2nd, 2018|Categories: Podcast|Tags: , , , , , , |0 Comments

Having a tax-free retirement should be a major goal of every retiree. Chris will walk us through the five steps you can take to achieving a tax-free retirement.

103, 2018

Episode #1: Tax Code Changes & Market Volatility

By |March 1st, 2018|Categories: Podcast|Tags: , , , |0 Comments

Tax code changes could be affecting the stock market. In the inaugural episode of The Tax-Free Zone, we'll analyze the potential connection between the two, and Chris will give us his top takeaways on recent financial news.