Monthly Archives: November 2020

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Episode 73: “Do I Have Enough Money To Retire?” Here Are the Best Ways To Figure This Out!



Do you have enough money to retire?

It’s amazing how many people actually have enough money to retire, but don’t realize it. 

Today, Larry Heller gives you complete advice on how to answer this question for yourself. He uncovers overlooked expenses that pre-retirees must factor in and teaches you how to recreate your paycheck so you can retire right. 

You will learn:

  • Which expenses many retirees don’t plan for –– but should
  • Which withdrawal rate tends to give people enough money for the rest of their lives
  • Why people’s spending in retirement is U shaped
  • How to figure out how much money you’ll need even when the market is high & interest rates are low
  • And more!

Tune in now to figure out if you have enough money to retire!

Resources: Heller Wealth Management: (631) 293-2806 | Retire Right Book | Free Retirement Checklist | Episode 35: Your Retirement Paycheck


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Episode 72: Money-Saving Advice People Wish They’d Known During Their Divorce –– With Rosalia Labate



When planning for a divorce, you’re planning for the rest of your life. Do you know how to make the best financial choices for your future?

Today, Larry Heller is joined by Rosalia Labate, a forensic financial analyst who guides people through the financial aspects of a divorce, about how to avoid common mistakes that end up costing people more money in the end and leaving them with financial regrets after their divorce.

Rosalia teaches you how to prepare for a divorce if you haven’t been involved in the finances during your marriage, the advantages of working with a forensic financial analyst before meeting with your attorney, and more in this information-packed episode. 

In this episode, you will learn:

  • What mistake causes people to waste a lot of money early in the divorce process
  • Why working with a forensic financial analyst –– not just an attorney –– can save you money during a divorce 
  • How a business is valuated during a divorce, according to New York State law (and why the pre-marriage value of a business isn’t included)
  • How to avoid the top financial mistakes that people make during a divorce 
  • Must-haves when hiring a forensic financial analyst
  • And more!

Tune in for proven advice on how to make the best financial choices for your future. 

Resources:  Heller Wealth Management: (631) 293-2806 | Rosalia M. Labate CPA, P.C.: (516) 996-7788