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Life Unlimited with Larry Heller, CFP(R)

Podcasts

Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.

Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.

Location:

United States

Genres:

Podcasts

Description:

Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.

Language:

English

Contact:

631-293-2806


Episodes

Tax-Saving Strategies Before Year-End with Matthew Taus, CPA, CFP® (Ep. 116)

11/11/2022
Due to high inflation rates, the ever-changing state of the markets, and many driving factors that have altered the economy, we want to help you save on taxes so that your money can stay safe in YOUR pockets. In this episode, Larry Heller, CFP®, is joined by Matthew Taus, CPA, CFP®, to talk about strategies businesses, and individuals qualify for, and can use to help them save money on their income tax. Listen as Matt and Larry discuss: Resources: Tending Your Investment Strategy with...

Duration:00:19:41

Tending Your Investment Strategy with Tax Loss Harvesting (Ep.115)

10/31/2022
The Stock Market is having a down year, and we want to help save you some money on your taxes! Enter, Tax Loss Harvesting. What is it? It’s an investment strategy that starts with the unrealized losses, and ends with money in your pocket. In this episode, Larry Heller, CFP®, breaks down why and how you can make unrealized losses into realized losses to save money on income taxes. Larry discusses: Resources: Download a Free Copy of Tax Loss Harvesting Checklist Connect With Larry...

Duration:00:16:58

Everything You Need To Know About Prenuptial Agreements With Sandra Radna, Esq (Ep.114)

10/4/2022
Despite common belief, prenuptial agreements are not just for the ultra rich. They can benefit anyone from any financial background. In this episode, Larry Heller, CFP invites matrimonial attorney Sandra Radna, Esq to discuss prenuptial agreements and what benefits they serve to both individuals in a marriage. Sandra also discusses how prenuptial agreements do not come as one-size-fits-all, and highlights how you can create an agreement that matches your wants and needs. Sandra...

Duration:00:20:58

Navigating The Myriad of Tasks After The Loss of a Loved One with Ronnie Genser (Ep.113)

9/26/2022
One of the last things you want to worry about when you lose a loved one are the numerous non-financial tasks after the loss of a loved one. Unfortunately, this is the reality for a lot of people. In this episode, Larry Heller invites Ronnie Genser, President at Bereavement Navigators, to discuss all you need to know when it comes to navigating the myriad of taxes after the loss of a loved one, especially a spouse. Ronnie discusses: Resources: Life Unlimited: What You Need To Know...

Duration:00:27:08

What You Need To Know About Retiring in a Recession (Ep.112)

9/1/2022
If you're thinking about retiring, but the recession has you worried, have no fear, with proper planning, you can make decisions that are right for you. What types of things should you be reviewing with your financial advisor when the economy looks like it is headed into a recession? In this episode, Larry Heller, CFP® discusses how you can make an educated decision when deciding whether your retirement plan is fit for the costs of a recession. Larry discusses: Resources: Navigating A...

Duration:00:23:31

Navigating A Bear Market As A Soon-To-Be Retiree (Ep.111)

8/18/2022
You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought. A bear market can cause you to make knee-jerk reactions that can affect your retirement plan. In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement. Larry discusses: Resources: Life...

Duration:00:25:48

Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep.110)

8/4/2022
Entering retirement can feel like crossing the finish line of a marathon, however, that doesn’t mean the race is entirely over. A large struggle people face when they enter retirement is establishing their new identity outside of the workplace and staying engaged with the things that give them purpose. In this episode, mindset mentor George Jerjian, a formal financial advisor and a prolific author who recently released “Dare to Discover Your Purpose: Retire, Refire, Rewire,” discusses the...

Duration:00:31:20

Common Errors To Avoid When Passing Money To Your Heirs Upon Death (Ep. 109)

7/21/2022
Will your net worth be transferred to your heirs the way you intend it to? How do you know? In this episode of Life Unlimited, Larry shares some real life stories of major mistakes he has seen with respect to a will, beneficiary or the titling of an asset. Listen in to hear some advice to make sure your estate planning wishes are kept up to date with your current family dynamic. Larry discusses: Resources: Life Unlimited: Taking Financial Responsibility Before You’re a Widow or Widower...

Duration:00:23:51

Taking Financial Responsibility Before You’re a Widow or Widower (Ep. 108)

7/5/2022
99% of people will become a widow or widower at some point in their life, so financial preparation will be helpful during this emotional time. In this episode, Larry Heller guides you around ways to make financial planning easier during this major life transition by revealing key steps you’ll want to incorporate into your financial planning should you become widowed. Plus, he explains why financial discussions between spouses are important, especially in the later years of life. Larry...

Duration:00:23:42

Strategies For Living With Inflation (Ep.107)

6/9/2022
Inflation is beyond our control. However, there are ways you can mitigate the effects of inflation — both now and in retirement. Discover how in this episode, as Larry Heller, CFP®, highlights ways inflation affects our lives and the steps that you can take to protect yourself and your retirement against it. Larry discusses: Connect With Larry Heller: Email Larry Schedule a 20-Minute CallHeller Wealth Management

Duration:00:17:36

The Do’s and Don’ts When Facing a Divorce With Ilyssa Panitz (Ep.106)

5/26/2022
It can be extremely emotional and difficult to navigate the many hurdles that come with a divorce. In this episode, Larry Heller, CFP®, joins Ilyssa Panitz, a divorce journalist, who shares practical insights on both the financial and non-financial Dos and Don’ts when navigating a divorce. Ilyssa discusses: Resources: The Divorce Hour with Ilyssa Panitz10 Critical Steps to Take Once Your Divorce Agreement is in Place Connect With Ilyssa Panitz: LinkedIn: Ilyssa PanitzInstagram:...

Duration:00:30:47

How Getting Divorced After 50 Impacts Retirement Planning (Ep.105)

4/27/2022
Getting divorced later in life can be more complicated than you may anticipate. Have you considered how your retirement plan will be impacted if you and your spouse separate? In this episode, Larry Heller, CFP®, explains how divorce later on in life can impact your retirement planning, and what steps you can take when going through the divorce process. He also shares how you can gain more control over what happens to your investments and assets during a divorce. Larry...

Duration:00:21:55

Preparing for Retirement Through a Non-Financial Lens with Reid Stone (Ep. 104)

4/5/2022
Retirement is a huge milestone that you’ve spent your life saving for. But have you planned for what your retirement will actually look like, from a non-financial perspective? If you ask someone, “what are you going to do in retirement?”, you may find that a lot of people can’t tell you. In this episode, Larry Heller, CFP®, welcomes Reid Stone, founder and chief executive officer of My Life’s Encore (MLE) to discuss how retirement coaches can be your guide to preparing for the...

Duration:00:34:21

What You Need to Know About Fiduciary Duty Claim For Financial Professionals With Stephen Brodsky (Ep.103)

3/16/2022
What is a fiduciary? Investment advisors, financial advisors, and wealth managers can all adhere to different legal obligations. But how do those duties differ between different types of financial professionals? In this episode, Larry Heller, CFP®, welcomes Stephen Brodsky, Esq., a corporate partner as they explore fiduciary duties in the financial industry. Stephen helps to simplify the legal terms used by financial professionals to give you a better understanding of their duties. Larry...

Duration:00:26:18

What You Can Expect When Working with Heller Wealth Management (Ep. 102)

2/24/2022
Our firm creates financial resilience, find out what that means. In this episode, Larry Heller, CFP®, highlights how his business is so much more than just an investment management company—it is a place where you can achieve financial resilience. Larry dives into all the ways that they help their clients achieve their financial goals. Larry discusses: Connect With Larry Heller: Email Larry Heller Wealth ManagementYouTube: Heller Wealth Management

Duration:00:25:13

Applying Positive Manipulation in 2022 with Donna Martini (Ep. 101)

2/10/2022
Do you have a mantra that you repeat to yourself daily? How do you ensure that you are in the right mindset to accomplish all that you set out to do in a day? Larry is thrilled to have Donna Martini, cognitive coach and creator of Positive Manipulation®, back on the show for the latest episode of Life Unlimited! Larry and Donna discuss how positive manipulation can be applied to your personal aspirations to achieve success. Donna shares her expertise about the power of the mind and how...

Duration:00:28:47

100. The 100th Episode: Introducing Life Unlimited

1/24/2022
“We hit 100 and we're not stopping!” - Larry Heller, CFP® Larry has reached his 100th episode of the Retire Right podcast, a huge milestone in podcasting. During these episodes, Larry has provided his audience with all kinds of valuable information on various topics surrounding retirement. Now, we’re taking a moment to reflect on the podcast so far — and to break down the exciting news of the rebrand of the Retire Right podcast to the newly titled Life Unlimited. Find out what you can...

Duration:00:15:24

99. Five Important Steps to Take Before Retiring

1/7/2022
What are you going to do every day in retirement? As you think a little bit more about retirement, there are five important planning steps to keep in mind. In this episode, Larry Heller discusses each of the five steps to start planning for a well lived retirement. This episode will help you start visualizing your dream retirement and what it looks like for you! Larry discusses: Resources: Retire Right: 98. Year-End Planning Recommendations for RetireesHeller Wealth Management Connect...

Duration:00:16:05

98. Year-End Planning Recommendations for Retirees

12/17/2021
If you still haven’t started your year-end planning yet, now is the time to start. Planning will help you keep more money in your pocket and less in the government’s pocket. In this episode, Larry Heller shares year-end planning recommendations for retirees so you don’t miss any of these timely planning opportunities. Larry discusses: Connect With Larry Heller: Email Larry Heller Wealth Management

Duration:00:15:06

97. 10 Common Estate Planning Mistakes Made by Divorcees With Keren Birnbaum, Esq.

12/6/2021
You don’t know what you don’t know. Whether you are contemplating divorce or are in the process, you want to protect yourself by having the proper communication and documentation. In this episode, Larry Heller talks with Keren Birnbaum, Esq. a partner with Schwartz Ettenger, PLLC who focuses on estate planning, trust and estate administration, and elder law. Keren shares 10 common estate planning mistakes that divorcees need to be aware of to retire right. Keren discusses: Connect With...

Duration:00:31:20