Firefighter Financial Advisor
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I help firefighters retire wealthy. Firefighter Financial Advisor is an affiliated entity of Chris Bauchle, a Strive Financial Group advisor.
Advisory services are offered through Strive Financial Group, an independent investment advisory firm. Strive Financial does not offer tax or legal advice. This is intended for informational purposes only and shall not be construed as individual investment advice. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, and Strive Financial makes no representation or warranty as to the accuracy or completeness of the information, which should not be used as the basis of any investment decision. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. For more information on Strive Financial Group please visit https://adviserinfo.sec.gov/ and search the firm name.
09/21/2026
Retiring before 65? Don't be one of the firefighter families who leaves money on the table.
The HELPS Act can provide a valuable tax break for retired firefighters, allowing eligible public safety retirees to exclude up to $3,000 per year from federal taxable income when paying for health and/or long-term-care insurance premiums.
There are some important details around eligibility, qualifying plans, and how the exclusion should be reported on a tax return (spoiler alert: it doesn’t happen automatically!).
I've put together a memo specifically for firefighters and their tax preparers outlining the updated HELPS Act rules and what to look for.
If you’re a firefighter—or a tax professional who works with firefighters—shoot me a message here and I'll send you the memo.
Contact Chris Bauchle — Firefighter Financial Advisor Reach out to schedule a free financial size-up.
08/12/2026
The nerds have gathered!
Attending the Financial Planning Association Crossroads Conference this week and spending time with some of the brightest minds in the profession.
A little bit of thought goes a long way when it comes to investing and how different strategies fit into your overall financial situation.
Many people get stuck overanalyzing, debating, or comparing to others, but you don't have to know everything.
Morgan Housel says it best...
"A lot of financial debates are just people with different time horizons talking over each other."
Pick one strategy that aligns with your goals and stick with it. Get really good at it.
Having money means having risk and you get to choose what kind.
- Taking too little risk can be just as detrimental as taking too much risk
- It's important to recognize when you face what Morgan Housel calls "asymmetric risk" (low downside with high potential for return) or "ruinous risk" (high downside with low potential for return)
- They key is aligning risk and potential return with your specific financial plan
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10201 N Illinois Street, Suite 325, Carmel, IN 46290
Indianapolis, IN
46240
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