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
The Biggest Estate Planning Mistakes Couples Make
When most people think of retirement success, they picture golf, travel, and more time with family. Yet for families who’ve worked hard to build wealth, real retirement success means protecting that wealth – building a wall around it – so it can be passed on according to your wishes. At REAP Financial, we help families retire with confidence. That means identifying and avoiding the biggest estate planning mistakes before they threaten your legacy.
How to Do a Fall Financial Reset Before Retirement
As we enter the fall months here in Central Texas, it’s the perfect time to take a step back and evaluate your financial progress. If you’re two to five years from retirement, when was the last time you performed a true financial reset? Have you reviewed how close you are to reaching your goals? Will your current plan allow you to retire confidently?
At REAP Financial, we encourage families to take time each fall to review their numbers, make adjustments, and ensure their plan still aligns with their lifestyle and long-term objectives. Here’s how to approach your fall financial reset for 2025.
The Biggest Mistakes Investors Make
If you’re 54 today and live to 90, you still have half your life ahead of you. That means 25, 30, even 40 years of retirement to plan for. The question is: do you have a portfolio and a strategy built for the long game? At REAP Financial, we help families prepare for a successful retirement—and that includes avoiding common investing mistakes that can derail long-term goals. Let’s walk through the most critical ones.