Monthly Archives: June 2019


Episode 44 –  15 Ways to Make More Money in Your 401(K) Plan — With Paul Merriman

It’s time to find out how you can make more money in your 401(k) plan!

In today’s episode, Larry Heller is joined by Paul Merriman, the founder of Merriman Wealth Management. Paul is a nationally recognized expert on mutual funds, indexed investing, buy and hold investment strategies, and asset allocation. Given Paul’s expertise and dedication to educating investors, Larry is excited to have Paul here to share 15 ways to make more money in your 401(k) plan.

In this episode, you’ll learn:

  • Why Paul suggests putting money into your 401(k) as early as possible, even if it means asking your parents for a loan
  • The case for using a Roth, regardless of your current tax rate
  • Why Paul recommends that every young person should have asset classes in their portfolio
  • Why equities, not fixed income, are the great defender against inflation
  • The power of the target date fund
  • And more!

Tune in now to learn 15 ways you could start making more money in your 401(k) plan today!

Resources:  Heller Wealth Management | Paul Merriman


Episode 43 – How to Make Your Business Sellable — With Albert Hakim

Your business is likely the largest illiquid asset you own. Have you considered how you will turn it into a liquid asset so you can use it for retirement planning?

Here to shed light on selling your business is Albert Hakim, a Certified Merger and Acquisitions Advisor with Kensington Company. Today, Albert speaks with host Larry Heller about what business owners can do to become exit-ready and how they can make their businesses attractive to buyers.

In this episode, you’ll learn:

    • Why an owner’s insistence on wearing all the hats in their business may make it unsellable


    • Why Albert believes it’s a sign of trouble if a business owner can’t take six months off


    • Examples of how business owners increased their valuation


    • Ideas for practices to adopt now that will make it easier to sell later on


    • Examples of what may attract acquirers to a certain business


    And more!

Tune in now to learn how to make a smooth business exit so you can retire right!

Resources: Heller Wealth Management | Kensington Company | (516) 626-2211


Special Edition Episode – Introducing Larry Heller CFP®, CPA’s New Book: “Retire Right”

Larry Heller’s new book has hit the shelves!

In today’s episode, get a special preview of Retire Right: Lots of People Retire Wrong. Learn How to Retire Right,” and join Larry as he discusses why this book speaks to today’s retirement landscape.

In this episode, you’ll learn:

    • How retirement has transformed to become a “second act”


    • The ideal time to finetune your retirement plans


    • Examples of people who’ve made right versus wrong retirement decisions


    • How Larry’s book helps readers factor inflation into their planning


    • Where to purchase “Retire Right”


    And more!

Tune in now for an exclusive inside look at Larry’s new book.

Click here to purchase your copy! (Available in both eBook and paperback)

Resources:  Heller Wealth Management | Retire Right Book