Monthly Archives: January 2020

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Episode 59 — Get to Know the Heller Wealth Management Team



Larry Heller is very proud of the team he’s built at Heller Wealth Management. Have you had a chance to meet the talented professionals who will help you retire right?

In this special episode, Larry Heller turns the mic over to his team. Meet wealth managers Greg Moss and Belinda Tsui, Joanna Grace in client services, and Megan Harding, administrative coordinator. They share what they do for clients, how their roles have evolved, their best piece of financial advice, and more!

In this episode, you’ll learn:

  • How Greg’s preoccupation with money as a kid launched him on the path to his career
  • Why Belinda believes that financial planning is important
  • About the invaluable skills that Joanna brings to the team
  • What piece of financial advice has become even more meaningful to Megan during her time at Heller Wealth Management
  • And more!

Tune in now to meet the talented team that can put you on the path to retiring right!

Resources:  Heller Wealth Management 


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Episode 58 — Top 10 Financial Planning Tips for 2020



There’s no better time than the start of a new year to learn top financial tips. This is the time when many are not only setting goals for the year, but you also have the entire year to implement them!

In this episode, Larry Heller walks you through his top 10 financial planning tips for 2020. This is a highly practical and tip-filled episode that will have you taking notes and feeling prepared to boost your planning strategies and savings this year. 

In this episode, you’ll learn:

  • Recommendations for apps and software that can help you to budget and save
  • Ideas for making automatic contributions to your savings account
  • Why Larry believes that contributing to 401(k)s, profit-sharing plans, and IRAs are the best ways of saving for retirement
  • How much you can now contribute to a 401(k) if you’re over 50
  • And more!

Tune in now to learn Larry’s top 10 financial planning tips for 2020!

Resources:  Heller Wealth Management | Episode 51: Here’s What You Need to Know About Your Credit in Retirement — With Guest, Leslie H. Tayne