Month: July 2021

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Determining the Optimal Investment Asset Allocation For Retirees (Ep. 89)

Determining the Optimal Investment Asset Allocation For Retirees (Ep. 89)

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Asset allocation is one of the most important concepts for investors to grasp. 

That’s why one of the most-asked investment questions is, “How can we achieve optimal asset allocation, particularly during retirement?”

In this episode, Larry Heller addresses some of your questions and fears about asset allocation for retirees. He provides sound advice on your investments and walks you through some of the ways Heller Wealth Management can assist you in creating a portfolio that is tailored to your specific needs.

Larry Heller discusses: 

  • Why some of the most frequently used asset allocation rules should be avoided when constructing a portfolio
  • Three factors to consider when creating an optimal asset allocation portfolio
  • What a withdrawal is
  • How the Heller Wealth Management Reservoir Strategy works and how it may help you overcome panic selling and market fears 
  • And more

Resources: 

Connect With Larry Heller

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How to Travel in a Post-Pandemic World — With Gary Portuesi of Authentic Explorations (Ep. 88)

How to Travel in a Post-Pandemic World — With Gary Portuesi of Authentic Explorations (Ep. 88)

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As New York gradually reopens and restrictions begin to lift, many people are wondering how soon they can resume traveling, how safe travel will actually be, and what needs to be considered before booking their next trip. 

Today, Larry Heller speaks with Gary Portuesi, a travel consultant and the managing director and owner of Authentic Explorations. They discuss what travel will be like post-pandemic and how Gary’s skills and experience can help you plan your upcoming trips and adventures.

Gary Portuesi discusses: 

  • COVID-19 procedures, requirements, and conditions in different countries 
  • The challenges and opportunities when travelling abroad
  • Permanent changes to luxury travel
  • The benefits of working with travel professionals, consultants, and agents
  • How Gary creates the ideal itinerary for his clients 
  • And more

Connect With Gary Portuesi

Connect With Larry Heller

About Our Guest:

Gary Portuesi, managing director and owner of Authentic Explorations, fell in love with travel at an early age when he and his family made yearly trips to Italy. Spending summers in Sicily and exploring the northern, central and southern regions through the years, Gary realized that the American idea of Italy fell decidedly short of the real deal. And as he explored other countries, he found the same was true. That’s when he was struck by an idea: why not allow people to explore the authentic sides of the world?