Christopher K. Winn

Chris has been providing holistic wealth management advice to his busy clients for more than 15 years. He operates on simple philosophy: help people achieve more out of life. Professionally, that means giving his clients more time to focus on the things they love and helping them achieve their goals faster through his holistic wealth management services.

Mr. Winn has been quoted in TheStreet.com’s sister magazine MainStreet, a featured Fee-only financial advisor in Kiplinger’s “Jumpstart Your Retirement” and given numerous presentations to a wide range of groups from the Oregon Trial Lawyers Association to Intel.

Chris enjoys golfing, wood working, cooking and chasing his Great Dane around the neighborhood.

Professional Associations

> Estate Planning Council of Portland
> National Association of Personal Financial Advisors (NAPFA)
> World Future Society

Author's articles

The 7% Rule: How Much Can You Spend in Retirement?

What Is the 7% rule for withdrawals in retirement and how much can you spend? Is the well-known 4% rule out of date? Read our blog to learn about safe withdrawal rates and how to calculate your optimal WR depending on your age of retirement,

Author
Christopher K. Winn
Jan, 23 2023 · Financial Planning
Image
Saving for Retirement at 55: How to Start a 401K and Catch Up with Your Savings

It is never too late to start saving money or investing for retirement. However, the older you get, the fewer options you have and the more complicated it seems. We’ve prepared a guide on how to start a 401k at 55 and catch up on your retirement savings starting today!

Author
Christopher K. Winn
Jan, 23 2023 · Financial Planning
Image
10 Things You Should Not Do in Retirement

Yes! You have spent a significant percentage of your adulthood working. You’ve completed your assignment and hung your boots – or helmet, suit, stethoscope, gavel, etc. Now, it’s time to kick back and relax while shifting your priorities from making to preserving your money. Unfortunately, there are some hard-to-spot financial errors that often bring the…

Author
Christopher K. Winn
Dec, 27 2022 · General
Image
Warren Buffet’s 90/10 Rule for Retirement: Is It the Most Effective Tactic for Retirees?

Many financial experts herald the 90/10 rule as an excellent investment strategy for retirees, especially if they want to generate higher yields in long-term portfolios. But still, even with this rule in the public’s domain, 80% of households with retirees still struggle with financial challenges.  Could it be because pre-retirees don’t understand the basics of…

Author
Christopher K. Winn
Dec, 27 2022 · General
Image
Can You Retire on $1.5 Million?

Is 1.5 million a good amount to retire with? And how long will it last? It actually depends on your plans and lifestyle. Here’s a detailed guide on how to retire with $1.5 million comfortably.

Author
Christopher K. Winn
Nov, 21 2022 · All articles
Image
Can You Retire With $500k and How Long Will It Last?

Can you retire with $500.000? And what is the perfect age to retire with a $500K balance? Let’s get into details and define the steps and age to comfortably retire with 500k.

Author
Christopher K. Winn
Nov, 21 2022 · Financial Planning
Image
What Things You Must Do 6 Months Before You Retire?

Planning to retire in 6 months or less? We’ve prepared a checklist of things to do 6 months before retirement that will help you plan ahead and be prepared. Check it in our blog!

Author
Christopher K. Winn
Nov, 21 2022 · All articles
Image
What Are the I-Bonds and Why Should You Invest? A Complete Guide on Series I US Saving Bonds

What are i-bonds and is it worth investing your funds? What are the current rates? When do series i-bonds mature? Learn everything about series I bonds in our blog!

Author
Christopher K. Winn
Oct, 31 2022 · All articles
Image
Retirement Expenses 101: The Largest Expenses Average Retirees Pay and How to Prepare Now

Unexpected expenses in retirement might seem a minor risk, but without a retirement budget plan you can find yourself spending thousands where you could have saved. Check our blog to learn about typical retirement expenses to prepare for.

Author
Christopher K. Winn
Oct, 31 2022 · All articles
Image
5 Ways to Save for Retirement After Maxing Out Your 401(k) and Roth IRA

Thinking of retiring? Great! But before you hang up your hat, do you have enough savings set aside for retirement? As it stands, the average American has about $167,944 saved for retirement. But what happens when you max out your Roth IRA and 401k for the year? The IRS has strict limits on how much…

Author
Christopher K. Winn
Oct, 03 2022 · Retirement Planning
Image
ABOUT INTERACTIVE WEALTH ADVISORS
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Schedule a Call Today
Book now
DROP US A MESSAGE
Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.