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

5 Key Changes to Social Security in 2025

5 Key Changes to Social Security in 2025

Every year, we see changes in the Social Security system. Next year, with a new administration coming into the White House, there has been a lot of buzz around Social Security, everything from what can be done to save it to cutting taxes on Social Security entirely. Although there is a lot of suspicion, a few changes to Social Security in 2025 have already been confirmed.

Read More...
How to Build Your Best 2025 Budget Step-By-Step

How to Build Your Best 2025 Budget Step-By-Step

At REAP Financial, we have successfully guided families in Central Texas and across the United States through retirement for 16 years. When you’re preparing for retirement, there are metrics that obviously matter, such as your rate of return on investments, inflation, Social Security claiming strategy, and more. However, the most important number for a successful retirement is your budget.

When you’re working, you don’t have to worry about keeping a strict budget, but when you retire, it is very important to know your boundaries. Your budget provides the framework for what you can spend, since there’s only so much money at the end of the day.

Read More...
Year-End Giving Strategies

Tax-Efficient Year-End Giving Strategies

For most Americans, as we approach the end of the year, many people look for ways to save on taxes. This is where year-end gifting strategies come into play. You may give charitably to causes and organizations you believe in, or to your children or others. In this article, we’ll cover some smart ways to execute your year-end gifts that could save you on taxes, including potential income tax, capital gains tax, and charitable deductions.

Read More...