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The Retire Right Podcast

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

Episode 83 - Why Everyone Should Have Supplementary Uninsured Motorist Coverage — With Attorney Brian Murphy

4/21/2021
Approximately 15% of people behind the wheel don’t have any automobile insurance coverage. What happens if you’re injured by one of those people? Find out in this episode, as Larry Heller speaks with Brian Murphy of Rappaport, Glass, Levine & Zullo LLP. As a personal injury trial attorney, Brian represents individuals all over the New York Metropolitan area who have been catastrophically injured due to the negligence of others. Brian shares real-life accidents and educates you on the...

Duration:00:26:37

Episode 82: Investors — Focus on What You Can Control

3/29/2021
When it comes to investing, you don’t need to time the stock market to be successful. In this episode, Larry Heller, CFP® shares his insight and expertise about investing in the stock market. He explains why you should avoid worrying about short-term market fluctuations which you cannot control. Instead, you should focus on areas that are within your control for the best results. You will learn: Tune in today to gain valuable insight on how you can make better decisions when investing in...

Duration:00:16:17

Episode 81: Retirement Heaven or Hell: Which Will You Choose? — With Authors Mike Drak And Susan Williams

3/17/2021
“You’ve dreamed of retirement for decades, and have even worked hard to save for it. But what will your life look like when you stop working?” In this episode, join Larry Heller as he speaks with the authors of Retirement Heaven or Hell, Mike Drak and Susan Williams. Together, Mike and Susan reveal why they’re on a mission to help people understand the opportunities retirement can offer them and how they can create a retirement that works for them. To help you get started, they share ways...

Duration:00:28:50

Episode 80: Understanding the client experience when working with Heller Wealth Management

2/26/2021
What can you expect when working with us? Find out in this episode, as Larry Heller guides you through the process he and his team use at Heller Wealth Management! To help you get an idea of what working with his team will look like, Larry shares detailed insight on how they transform your vision into a financial plan and investment strategy that will help you achieve your financial aspirations and goals. In this episode, you will learn: Tune in now to find out what you can expect when...

Duration:00:21:01

Episode 79: Three Methods For Resolving Divorce Disputes — With Attorney Michael Fried

2/12/2021
Are you thinking of settling your divorce out of court? Here's what you need to know! In this episode, Larry Heller welcomes Michael Fried, partner at Berkman Bottger Newman & Schein LLP. As an experienced litigator and trial attorney in the field of matrimonial and family law, Michael breaks down three types of dispute resolution services he provides at his matrimonial firm in New York. Plus, he shares his insight on COVID-19’s impact on divorce rates. In this episode, you will...

Duration:00:22:13

Episode 78: Inherited IRAs are a Ticking Tax Bomb. Here’s What You Can Do

1/29/2021
The SECURE Act has changed the way beneficiaries inherit money from IRAs. If you’re a beneficiary, or are trying to set up your beneficiary for success, what does this change mean for you? Find out in this episode as Larry Heller discusses the new changes to inherited IRAs. He highlights what will happen if you fail to plan around the new IRA rules and reveals what you can do to start planning around these changes today! In this episode, you will learn: Listen in to learn how...

Duration:00:18:35

Episode 77 — What Has 2020 Taught Us? Four Valuable Lessons We Will Take Into 2021

1/11/2021
The start of a new year provides the opportunity to sit down and reflect on the lessons we’ve learned over the past 12 months. Join Larry Heller as he reflects on 2020 and shares the top four lessons he’s learned along the way. Larry also reveals how you can apply these takeaways to the challenges you may face in 2021. In this episode, you will learn: Tune in now to discover the lessons 2020 taught us that can guide you through this year! Resources: Heller Wealth Management: (631)...

Duration:00:16:27

Episode 76 –– What Business Owners Need to Know About Their Commercial Insurance Coverage –– With Ron Rugolo

1/5/2021
Insurance is an ever-changing industry. As a business owner, is it possible that you’re compromising coverage in order to pay the lowest price? Or, perhaps you’re lacking proper coverage without even realizing it. Today, Ron Rugolo, vice president of Bradley & Parker, joins Larry Heller to discuss the top oversights that business owners tend to make when choosing a commercial insurance provider. Get ready for an information-packed episode that will help you make the best decision possible...

Duration:00:28:27

Episode 75: Celebrating 75 Episodes of Retire Right

12/23/2020
Today, Larry Heller is celebrating a milestone — one that has taken us all on a journey towards a more prosperous financial future and second act of life! In this episode, join Larry as he celebrates the release of his 75th episode of Retire Right. In honor of this milestone, Larry highlights some of the best episodes and the amazing guests he’s had thus far and gives us a glimpse at what we can expect from upcoming episodes! In this episode, you will learn: Join Larry today for a walk down...

Duration:00:27:12

Episode 74: Selling Your Home During a Divorce? Here's What Couples Need To Know –– With David Perry

12/9/2020
Thinking of selling your home during a divorce? We recognize that it’s not an easy process, but we are here to help! In this episode, Larry Heller is joined by David Perry, a licensed real estate broker and Certified Real Estate Divorce Specialist at Brown Harris Stevens. Together, Larry and David address the repercussions and new opportunities for couples who are currently going through a divorce and looking to sell their home. In this episode, you will learn: Tune in now to learn how to...

Duration:00:33:44

Episode 73: “Do I Have Enough Money To Retire?” Here Are the Best Ways To Figure This Out!

11/20/2020
Do you have enough money to retire? It’s amazing how many people actually have enough money to retire, but don’t realize it. Today, Larry Heller gives you complete advice on how to answer this question for yourself. He uncovers overlooked expenses that pre-retirees must factor in and teaches you how to recreate your paycheck so you can retire right. You will learn: Tune in now to figure out if you have enough money to retire! Resources: Heller Wealth Management: (631) 293-2806 |...

Duration:00:33:39

Episode 72: Money-Saving Advice People Wish They’d Known During Their Divorce –– With Rosalia Labate

11/6/2020
When planning for a divorce, you’re planning for the rest of your life. Do you know how to make the best financial choices for your future? Today, Larry Heller is joined by Rosalia Labate, a forensic financial analyst who guides people through the financial aspects of a divorce, about how to avoid common mistakes that end up costing people more money in the end and leaving them with financial regrets after their divorce. Rosalia teaches you how to prepare for a divorce if you haven’t been...

Duration:00:18:57

Episode 71 – Things To Consider if You’re Offered an Early Retirement

10/29/2020
Many people are being offered early retirement due to the global pandemic. But should you accept this offer? In today’s episode, Larry Heller dives straight into the discussion about early retirement and factors to consider before you accept this, perhaps tempting, offer. He provides insightful and valuable information that will help you make a meaningful retirement decision. In this episode, you will learn: Tune in now for complete advice on what to consider before retiring...

Duration:00:23:57

Episode 70: Avoid Litigation: A Must-Have Strategy for Employers –– With Glenn J. Franklin

10/13/2020
If you’ve laid off an employee that you weren’t entirely satisfied with, are you legally obligated to bring them back to work? Today, Larry Heller is joined by Glenn J. Franklin, managing partner of Franklin, Gringer & Cohen, P.C., to answer employment-law questions, like the one above, which are particularly relevant during COVID-19. Glenn gives expert advice on how employers can protect themselves against litigation. He also shares what employers need to know about the new New York...

Duration:00:34:26

Episode 69 – Should I Stop Contributing To My 401(k) During COVID-19? (and More Answers To Your 401(k) Questions)

9/23/2020
Has your employer stopped matching 401(k) contributions during COVID-19? Do you wish you had more money for daily expenses? If so, you might be wondering if you should stop contributing to your 401(k). Today, Larry Heller explains why increasing your savings rate is one of the best ways to take back control during unsettling times. This episode is filled with advice to help you increase your contributions, focus on the long-term outcomes of contributing to your 401(k), and know...

Duration:00:21:26

Episode 68 - Golf Tips to Help Older Adults Play Safely and Enjoy the Game –– With Bill Bresnan

9/22/2020
Are you over 50 and thinking about getting into golf? Or maybe you’re a seasoned golfer who is looking for tips to help you avoid injuries as you get older. This is the episode for you! Today Larry Heller talks to Bill Bresnan, a PGA golf professional who has been giving lessons on Long Island for over 25 years. (In fact, Bill is Larry’s golf instructor!) Bill shares advice to help new golfers over 50 play safely and avoid the frustrations that come with just starting out. He also shares...

Duration:00:22:18

Episode 67 - The Business Case for Workplace Cultures of Accountability –– With Christine Ippolito

8/17/2020
By creating a culture of accountability in your company, you can give your employees clearer expectations and a better sense of purpose. This shift is particularly helpful as employees are feeling more stressed and anxious during the pandemic. In this episode, Larry Heller talks to Christine Ippolito, the founder and president of Compass Workforce Solutions. Christine helps small businesses succeed in a challenging regulatory environment and has built a strong reputation as an expert and...

Duration:00:27:01

Episode 66 - 6 Savings Strategies for an Extremely Low-Yield Environment

7/30/2020
If you're approaching retirement or already retired, what can you do about low yields? After all, in today’s remarkably low-yield environment, you can't earn enough on yields to even stay ahead of inflation. Current interest rates for a 10-year treasury are less than 1%. And cash in the bank is getting just about 0%. In this episode, Larry Heller proves that there are several smart moves you can make to lower your expenses and increase your net cash flow and net returns –– even...

Duration:00:19:30

Episode 65 - How to Have a Pain-Free Audit of Your Company 401(k) Plan

7/8/2020
Did you know that there are steps you can take right now to prepare your company for a smooth 401(k) audit? In this episode, Larry Heller is joined by Robert Puerto, a CPA and partner at Boris Benic and Associates LLP. With over 20 years of experience in managing multiple audits and review engagements in various industries, Robert shares his experience to help you prepare for a smooth audit as an employer. In this episode, you will learn: Tune in now to start your preparations for a...

Duration:00:32:16

Episode 64 - 7 Financial Steps for Pre-Retirees to Take During COVID-19

6/22/2020
People’s expenses are being upended as adult kids return home and family members lose income. Banks aren’t paying much for cash. Is it still possible to retire right? In this episode, Larry Heller brings you seven financial steps to take during COVID-19. These steps are especially important if you’re retired or nearing retirement. Get ready to take notes, take action, and stay on your path to retiring right. You will learn: Tune in to learn seven financial steps to take right...

Duration:00:29:44