Month: April 2023
Ready, Set, Retire: Key Steps for Securing Your Financial Future (Ep. 127)

Ready, Set, Retire: Key Steps for Securing Your Financial Future (Ep. 127)

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We all dream of those golden years when we can kick back and enjoy our retirement, knowing we have worked extensively for the money now used in retirement. 

But getting to that point requires a series of different checkpoints that will determine if you are truly ready to retire with confidence. 

In this episode, Larry Heller, CFP®, goes through several different considerations you will have to encounter when planning for your retirement. While it is important to be prepared for the worst, planning ahead financially and staying mindful of possible scenarios can help you avoid having to change your lifestyle down the road and allow you to live a life unlimited.

Larry discusses: 

  • The importance of a distribution strategy
  • Ways you can understand where your cash flow is coming from once you hit retirement  
  •  How to know what pension to select 
  • And more

Connect with Larry Heller: 

 
Behind Closed Doors: The World of Investigative Techniques with Philip Segal (Ep. 126)

Behind Closed Doors: The World of Investigative Techniques with Philip Segal (Ep. 126)

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From divorces and inheritance disputes, to fraud investigations and business partnerships gone sour, there are a number of reasons you may want to consider hiring an expert financial investigator.  

In this episode, Larry Heller, CFP®, sits down with Philip Segal, author of The Art of Fact Investigation: Creative Thinking in the Age of Information Overload, as he discusses his expertise in the field of financial investigations. From understanding your legal rights if your personal information has been breached to what you can actually gain from suing someone under these circumstances, Philip is here to help you understand your rights. 

Philip discusses: 

  • What information of yours is online for public knowledge 
  • The ins and outs of financial property 
  • The importance of keeping an open mind when investigating and exhausting all of your options 
  • And more

Resources:

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About Our Guest:

Charles Griffin is headed by Philip Segal, a New York attorney with extensive experience in corporate investigations in the U.S. for AmLaw 100 law firms and Fortune 100 companies.

Segal worked previously as a case manager for the James Mintz Group in New York and as North American Partner and General Counsel for GPW, a British business intelligence firm.

Prior to becoming an attorney, Segal was the Finance Editor of the Asian Wall Street Journal and worked as a journalist in five countries over 19 years with a specialization in finance. Segal has also been a guest speaker at Columbia University on investigating complex international financing structures. He is the author of the book, The Art of Fact Investigation: Creative Thinking in the Age of Information Overload (Ignaz Press, 2016).

He lectures on fact investigation and ethics to bar associations and other professional groups across the United States.