Month: May 2018

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What Will You Do with Your Home During Retirement? (Ep. 23)

What Will You Do with Your Home During Retirement? (Ep. 23)

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Today, Larry Heller and Matt Halloran discuss housing and financial strategies for retirees. Since your house is a significant asset, it’s important to consider what you’d like to do with your home once you retire.

Will you stay in your home for a period of time or move right away? Will you convert your home equity line to a traditional mortgage? Which financing options are suitable for retirees who will carry a mortgage? These are only a few of the questions that Larry answers in this episode.

Join Larry as he expertly guides you through various options. Complete financial advice equals complete peace of mind.

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management |

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The Dangers of Investing in Only One Stock (Ep. 22)

The Dangers of Investing in Only One Stock (Ep. 22)

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Are you investing solely in one stock?

In today’s podcast, Matt Halloran and Larry Heller discuss why some people invest in only one stock and why that singular approach to investing is risky. Listen in as Larry highlights examples of historically successful companies whose stocks have taken a nosedive. If you’ve ever heard that it’s beneficial to diversify your portfolio, but you’re unsure of why and how to do it, this episode is for you.

Tune in as Larry walks you through strategies to diversify your portfolio and minimize risk.

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management |