Why is boring sometimes better when it comes to investing?
Find out in this episode, as Larry Heller explains why boring can be better when it comes to investing. Plus, discover how “boring” compares to the things that people typically want to talk about with investing.
Larry discusses:
Why boring can be better when creating a investment strategy
Do you struggle with making sure your household bills are paid correctly and on time? Did you know that there are options designed to help you stay on track securely and without stress?
In this episode, Larry Heller speaks with Marci Lobel-Esrig, founder and chief executive officer of SilverBills, a concierge bill management company designed to help the elderly age with dignity and security. Marci explains the SilverBills program and how the service works to help individuals decrease their financial stress by automating the payment of their household bills.
Marci discusses:
What SilverBills is and who they serve
The cost of the service and how it works to assist the elderly with their household bills
How SilverBills can improve your financial wellbeing
Marci founded SilverBills after witnessing the challenges faced by her elderly relatives paying bills on time and correctly. As an accomplished attorney adept at solving complex issues, Marci leads the team at SilverBills which successfully developed a technology solution to the problem of paying bills accurately. Marci has been a practicing attorney for more than 20 years. For approximately 8 years until 2015, she was an in-house attorney for a well-known real estate investment company.
Whether you’re three years away from retirement or are in retirement now, many pre-retirees and retirees have the same question in mind: How much cash do I really need?
In this episode, Larry Heller reveals his answer to this question and shares what’s going to have a dramatic effect on your cash during your retirement planning. Plus, he discusses how to stay the course with your money so you can retire right.
Yoga is beneficial to both the mind and the body. Through yoga, you gain mental and physical strength, an elevated spirit, and improved balance, focus, and concentration.
This practice teaches you how to stay grounded and present in the moment, and how to let go of things that no longer serve you.
In this insightful episode, Larry Heller welcomes Sandra K Schoenbart and Joanne de Simone, authors of Inside Out Yoga. Together, they explore the benefits of yoga, the meanings of different poses, and how to execute them for ultimate peace and release of negative energy.
Sandra K Schoenbart and Joanne de Simone discuss:
Their inspiration for writing Inside Out Yoga
The purpose of including illustrations of various yoga positions and postures
Why breath is an important part of the yoga practice
Their favorite poses and how they correlate to their personality
Why they choose to incorporate a journal entry and vision board into their book
Sandra K Schoenbart: Sandra is a certified hot yoga instructor, actress, and host and producer of the LTV East Hampton Channel 20 talk show Café with Sandra K. She enjoys teaching yoga in private groups at places of worship and on the beach. She also loves spreading the word about the mental and physical advantages of yoga practice with all.
Joanne de Simone: Joanne is a writer, film historian, award-winning playwright, poet and former film columnist for Fire Island News. Her work has been featured in various publications, film journals and been produced in New York city festivals, and many of them may be viewed on Youtube. She currently hosts notes and notations from the writing desk on LTV East Hampton.
Asset allocation is one of the most important concepts for investors to grasp.
That’s why one of the most-asked investment questions is, “How can we achieve optimal asset allocation, particularly during retirement?”
In this episode, Larry Heller addresses some of your questions and fears about asset allocation for retirees. He provides sound advice on your investments and walks you through some of the ways Heller Wealth Management can assist you in creating a portfolio that is tailored to your specific needs.
Larry Heller discusses:
Why some of the most frequently used asset allocation rules should be avoided when constructing a portfolio
Three factors to consider when creating an optimal asset allocation portfolio
What a withdrawal is
How the Heller Wealth Management Reservoir Strategy works and how it may help you overcome panic selling and market fears
As New York gradually reopens and restrictions begin to lift, many people are wondering how soon they can resume traveling, how safe travel will actually be, and what needs to be considered before booking their next trip.
Today, Larry Heller speaks with Gary Portuesi, a travel consultant and the managing director and owner of Authentic Explorations. They discuss what travel will be like post-pandemic and how Gary’s skills and experience can help you plan your upcoming trips and adventures.
Gary Portuesi discusses:
COVID-19 procedures, requirements, and conditions in different countries
The challenges and opportunities when travelling abroad
Permanent changes to luxury travel
The benefits of working with travel professionals, consultants, and agents
How Gary creates the ideal itinerary for his clients
Gary Portuesi, managing director and owner of Authentic Explorations, fell in love with travel at an early age when he and his family made yearly trips to Italy. Spending summers in Sicily and exploring the northern, central and southern regions through the years, Gary realized that the American idea of Italy fell decidedly short of the real deal. And as he explored other countries, he found the same was true. That’s when he was struck by an idea: why not allow people to explore the authentic sides of the world?
As you age, many things will change, including your health. How can you stay healthy and active so you can enjoy the retirement you’ve worked so hard to achieve?
Find out in this episode, as Larry Heller speaks with Christine Rosenbloom, President of Chris Rosenbloom Food & Wellness Services, LLC. Christine discusses the benefits of maintaining a healthy lifestyle as you age and shares her top nutrition tips and expert guidance for meeting your fitness goals.
Christine Rosenbloom: Dr. Rosenbloom is a nutrition consultant to the food and nutrition industries and started her consulting business after a 30-year career in academia. Her journey has led her to combine her interest in sports nutrition with academic training in gerontology to produce an award winning consumer book, Food & Fitness After 50, co-authored with exercise expert, Dr. Bob Murray. She is an active member of the Academy of Nutrition and Dietetics, at local, state and national level, where she was awarded a lifetime achievement award in 2019 for her service.
According to a 2019 study by GOBankingRates, 73% of Americans have not had a conversation about finances with their aging parents. Meanwhile, 23% have tried to approach the subject, but their parents refused to engage in the conversation. Furthermore, 19% are afraid to bring up the subject at all, and 17% believe talking about money is a taboo in their family.
However, this talk is not something you should shy away from.
In this episode, Larry Heller highlights the importance of having financial conversations with your aging parents. He shares stories of cases he’s seen over the years, illustrating the benefits that can come with having these conversations — and what can happen to those who don’t have the money talk.
Larry Heller discusses:
The benefits of having financial conversations
Planning documents and why they are important
Different approaches for initiating money conversations with your parents
How Heller Wealth Management assists clients with these conversations
If yes, then this is an episode you won’t want to miss!
Join Larry Heller as he sits down with longtime client and baseball historian, Ira Dornstein. Ira Dornstein takes you on a journey through baseball’s history, including unforgettable moments and insider information you may not find anywhere else!
You will learn:
The origin of baseball
Did Abner Doubleday really invent baseball?
Ira’s favorite baseball parks and what makes them unique
Exclusive baseball tales and experiences
Ira Dornstein’s baseball history classes
And more!
Tune in to learn about the history of baseball with guest IRA Dornstein!
Many retirees underestimate the risks associated with their investments and financial plans, which can result in costly mistakes that could have easily been avoided if they had adequately planned for retirement.
To help you avoid making common retirement planning mistakes, in this episode, Larry Heller, CFP® reveals five key planning mistakes and shares tips for avoiding them so that you can Retire Right!
You will learn:
How effective planning prepares you for retirement success
Why you shouldn’t underestimate your investing risks
The importance of updating your documents and plans
And more!
Listen in to discover the five retirement mistakes you should avoid while preparing for retirement!
