July 2026

What to Do After Selling Your Business: 5 Mistakes That Could Affect Your Retirement (Ep. 204)

By Retirement Unlocked | July 22, 2026

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What should you do after selling your business? Closing the deal is a major milestone, but it’s only the beginning of a new chapter. Without a thoughtful plan, emotional decisions, tax surprises, and a lack of direction can undermine the financial freedom you’ve worked so hard to achieve.

In this episode, Larry Heller, CFP®, CDFA®, explores the most common mistakes business owners make after selling their business and shares practical guidance for turning a successful exit into a successful retirement. He discusses how to make intentional financial decisions, prepare for taxes, invest with purpose, and build a retirement that offers both financial security and personal fulfillment.

Larry discusses:

What business owners should do immediately after selling a business and why rushing financial decisions can create long-term challenges
How to balance enjoying the proceeds from a business sale while avoiding lifestyle inflation that could threaten retirement security
Why keeping too much money in cash after a liquidity event can be just as risky as investing too aggressively
Capital gains tax planning opportunities business owners should consider before and after a sale, and why waiting until tax season may be too late
And more!

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Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice.

Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant’s current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/

Retirement in a Digital World: What Every Retiree Should Know (Ep. 203)

By Retirement Unlocked | July 8, 2026

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Retirement today looks very different than it did even a decade ago. Managing your finances, protecting your identity, staying connected with family, accessing healthcare, and preserving your legacy are all becoming increasingly digital. While these advancements offer greater convenience and flexibility, they also introduce new risks that deserve careful planning.

In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, explores how technology is reshaping retirement and why digital preparedness is essential to protecting your financial future. From cybersecurity and AI-powered scams to digital estate planning and everyday technology that supports independence, Larry shares practical insights to help you embrace innovation with greater confidence.

Larry discusses:

Why retirement planning now includes cybersecurity, digital assets, and the protection of your online identity.
How AI-powered scams, voice cloning, hacked emails, and identity theft are becoming increasingly sophisticated, and the practical steps retirees can take to protect themselves.
The growing role of telehealth, wearable technology, and other digital tools in helping retirees maintain their independence and improve their quality of life.
How technology is making it easier to travel, manage finances remotely, stay connected with family, and enjoy greater flexibility throughout retirement.
Why organizing your digital assets, passwords, online accounts, and estate documents is becoming just as important as traditional estate planning.
And more!

Connect with Larry Heller: