What tax traps could derail your retirement plans? In this episode, Larry Heller, CFP®, CDFA®, breaks down five major tax “gotchas” that high-net-worth retirees must navigate to protect their wealth and retirement security. From the impact of required minimum distributions to the looming expiration of the 2017 tax cuts, Larry sheds light on often-overlooked tax …
It’s time to discuss the world of Mergers and Acquisitions (M&A) in accounting. In this episode, Larry Heller, CFP®, CDFA ® sits down with Geoff Bruskin, M&A specialist from White Tiger Connections, Inc., to discuss the bustling landscape of M&A, particularly within accounting. Geoff, with his extensive background in business brokerage and private equity, sheds …
What does it mean to face the ‘sequence of returns risk’ when you retire? In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, discusses why the order of your investment returns matters as you enter retirement. Larry also breaks down this critical aspect of retirement planning and introduces strategies that can safeguard your financial …
Are You Prepared for the Biggest Tax Changes in Years? The 2025 tax landscape is about to undergo a massive shift as key provisions of the 2017 Tax Cuts and Jobs Act expire. These changes could mean higher tax rates, fewer deductions, and major implications for your income, business, and estate. In this episode of …
Do you know the smartest way to manage your withdrawals in retirement? In this episode of the Life Unlimited podcast, host Larry Heller, CFP®, CDFA®, shares expert strategies for managing retirement withdrawals to ensure financial stability and tax efficiency. Larry covers essential steps for building a smart distribution plan, emphasizing pre-retirement planning and proactive wealth …
The legal industry is evolving, and law firms are facing unprecedented challenges in recruiting and retaining top talent. In this episode of Life Unlimited, Larry Heller, CFP®, CDFA®, sits down with Shari Davidson, founder and president of On Balance Search Consultants, to explore the shifting dynamics of legal recruiting and career transitions. Shari brings over …
How well do you truly know your tax bracket? Did you know that not knowing enough could cost you thousands? Get ready to learn some critical financial planning mistakes that might secretly derail your financial security. This week on the Life Unlimited podcast, Larry Heller identifies the seven most common financial mistakes people make and …
Estate planning goes beyond documents—it’s about protecting loved ones, achieving financial independence, and aligning plans with long-term goals. In this episode of the Life Unlimited podcast, host Larry Heller, CFP®, CDFA®, sits down with Allison Dolzani, estate planning attorney and partner at Julie Kessler, LLP, to explore strategies tailored to women navigating major life transitions …
Choosing the right business structure isn’t just about compliance – it’s about maximizing tax efficiency and aligning with your long-term goals. Larry Heller, CFP®, CDFA®, and William Huether, CPA, CGMA, MBA, discuss how S-Corporations can help business owners save on taxes, streamline compliance, and drive growth. They compare S-Corps to C-Corps, LLCs, and partnerships, offering …
Retirement isn’t just about accumulating wealth – it’s about making sure it lasts. In this episode, Larry Heller, CFP®, CDFA®, explores the essential elements of a well-rounded distribution strategy for retirement, including guiding you through five key areas every retiree should prioritize: income vs. total return, tax management, investment allocation, longevity, and estate planning. Larry …