Monthly Archives: October 2019


Episode 52 – Municipal Bonds: How, When, and Why to Use Them in Your Investment Portfolio — With Jason Stuck of Northern Capital

The Fed Reserve recently lowered interest rates, making now a good time to gain a better understanding of municipal bonds and how interest rates affect these types of investments.

Today, Jason Stuck is here to expound on this often-misunderstood type of bond. As the managing director and head of portfolio management at Northern Capital, Jason brings a high level of expertise to this episode as he and Larry answer the top questions about municipal bonds and explain what the yield curve means for investors.

In this episode, you’ll learn:

  • Bond basics, like the difference between the coupon rate and the yield to maturity
  • What a call feature is and why it’s important to know if your bond has one
  • What premium bonds are
  • What the yield curve inversion is and why it matters to investors
  • How a bond ladder compares to other strategies in portfolio construction
  • And more!

Tune in now to get an education on municipal bonds in under 30 minutes!

Resources:  Heller Wealth Management 


Episode 51 — Here’s What You Need to Know About Your Credit in Retirement — With Guest, Leslie H. Tayne

During your retirement, you might want to obtain different types of financial products that require credit. Because of this, it’s important to maintain and manage your credit throughout your retirement.

Here to walk you through the importance of credit during retirement is Leslie H. Tayne, an award-winning financial attorney with over 20 years of experience in consumer and business financial debt solutions. Leslie is also the founder and managing director of Tayne Law Group, P.C., a law firm headquartered in New York. In this episode, Larry and Leslie discuss everything from maintaining good credit during retirement, to how often retirees should check their credit score.

In this episode, you’ll learn:

  • Why credit is important in retirement
  • Whether being retired damages your credit score
  • Which money moves can affect your credit rating in retirement
  • Ways to keep your credit in shape once you retire
  • Top tips on how to best use credit cards in retirement
  • And more!

Tune in now to learn everything you need to know about your credit during retirement!

Resources: Heller Wealth Management | Tayne Law Group, P.C.: 631-470-8204 |