Resources For You

Videos

Watch Chris Heerlein on KXAN-TV

Catch Chris’ segment live every Monday & Wednesday during the 6 o’clock news for more retirement guidance!

See past episodes:

Podcasts

Listen to Wealth Radio to Learn How to Build an Amazing Life of Significance

Hosted by author and wealth manager Chris Heerlein, Wealth Radio provides an interactive broadcast that guides successful families and driven entrepreneurs toward building a life of significance.

You can also catch Wealth Radio Live with Chris Heerlein on KLBJ Radio every Saturday at 1 p.m.!

MoneyWontBuyHappinessChrisHeerlein

”This is a very informative book for anyone who wants to maximize their retirement fund. Whether you are in your 20s, 30s, 40s or 50s you’ll be able to glean useful information. Chris Heerlein really covers the bases here so no matter what age, you’ll be able to use this informative book. Easy to read, easy to follow, I definitely recommend!” –DK on Amazon

Blogs

Uncovering the Secrets - Roth IRA vs. Roth 401k

Uncovering the Secrets – Roth IRA vs. Roth 401k

At REAP Financial, we always talk about the importance of tax-free investing. You can get tax-free investing through two retirement accounts, Roth 401ks and Roth IRAs. While both of these accounts are vehicles for tax-free investing, there are some key differences between the two you need to be aware of. In this article, we’ll break down the top differences between a Roth IRA and a Roth 401k

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How to Avoid IRA Distribution Risks

How to Avoid IRA Distribution Risks

While many Americans delay taking their IRA distributions, this can lead to unexpected pitfalls. Many retirees fall into tax traps created by delaying IRA distributions. At REAP Financial, we guide our clients to get the most out of their retirement by planning accordingly. Today, we’ll walk you through why you may not want to delay taking your distributions and the strategies you can follow to get control of your taxes in retirement.

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No More Tax Deferral - A Complete Solution

No More Tax Deferral: A Complete Solution

If you’re not already retired, would knowing you’d be in a higher tax bracket in retirement change how you’re currently saving and investing? Today, we’re going to review why so many successful retirees find themselves in higher tax brackets in retirement, even if the tax rates stay the same. Keep reading to learn why tax deferral isn’t always the best strategy headed into retirement! 

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