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.!
”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
Retirement Time Machine – How Your Future Self Thinks About Money
Many decisions must be made as you walk into retirement and begin settling into that phase of life. Many of these decisions are irreversible, and one mistake can lead to long-term regret.
Let’s walk through how your future self should be thinking about money as you make these critical retirement decisions.
2026 Money Psychology – 5 Money Mindsets to Rewire Before Retirement
If you have spent your career saving consistently and building wealth, you have already done much of the heavy lifting. You paid yourself first, invested over time, and likely accumulated assets that can support you for many years. Yet as retirement approaches, many people discover that the financial shift is not only mathematical. It is psychological.
At REAP Financial, we often describe this transition as changing how you relate to money. Moving from accumulation to distribution requires a different mindset. Below are five money perspectives worth reexamining as you prepare for retirement.
2026 Retirement Account To-Do List
As the new year begins, it is a smart time to review your retirement accounts and confirm that everything is aligned before tax season arrives. Whether your goals include managing taxes, maximizing contributions, or updating beneficiaries, the months leading up to April 15 offer an important planning window.
At REAP Financial, we encourage families to stay ahead of deadlines and decisions that can influence long term outcomes. Below is a practical checklist to help you stay organized in 2026.