Monthly Archives: August 2019


Episode 48 – Investing with Dimensional Fund Advisors: Who They Are and Why They Are Unique

In today’s episode, Larry Heller speaks with Philipp Meyer-Brauns of Dimensional Funds Advisors. As a senior researcher, Philipp conducts empirical asset pricing research, and today, he’s joining Larry to unpack what exactly Dimensional Fund Advisors is all about and why their trading style is so unique.

In this episode, you’ll learn:

  • The origin of Dimensional Fund Advisors
  • What differentiates Dimensional Fund Advisors and how they manage funds
  • The three-factor model and how it works
  • How their investment philosophy differs from active and passive managers
  • The other types of trading strategies Dimensional Fund Advisors uses
  • And more!

Tune in now to learn all about Dimensional Fund Advisors and their unique trading style! 

Resources:  Heller Wealth ManagementDimensional Fund Advisors



Episode 47 – How Model Trains and Retiring Right Go Together — With Mike Kmeth

Will your retirement be the ride of your life? Or will you simply chug along, going through the motions?

Larry Heller hopes you will love retired life. In this special episode, Larry is joined by one of his clients: a retiree named Mike Kmeth, a shining example of someone who is having a happy retirement. Long an enthusiast of model trains, Mike is enjoying his role as president of the Long Island Garden Railroads Railways Society. Today, he’s sharing his deep knowledge of model trains and why he is so passionate about the club.

In this episode, you’ll learn:

  • How Mike’s interest in trains began
  • The history of model trains’ four power sources
  • Why Mike and his wife decided to join the Long Island Garden Railroads Railways Society
  • How often the club meets, what events they hold, and what Mike’s responsibilities are as president 
  • And more!

Tune in now to hear a fun example of a happy retirement and, of course, to learn more about model trains!

Resources:   Heller Wealth Management | Long Island Garden Railroads Railways Society