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From Portfolio Performance to Purposeful Retirement Planning (Ep. 208)

From Portfolio Performance to Purposeful Retirement Planning (Ep. 208)

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Are you approaching retirement and wondering whether your investments, spending, taxes, estate plan, and future goals are all working together?

A retirement plan should do more than track portfolio performance. It should help you understand how your money can support the lifestyle you want, while accounting for income needs, taxes, market risk, family priorities, and changing circumstances.

In this episode, Larry Heller, CFP®, CDFA®, explains how to build a retirement plan around the life you want rather than letting investment returns drive your decisions. He shares how cash flow, time horizons, risk tolerance, tax planning, estate planning, and investment decisions can work together to support both near-term needs and long-term priorities.

Larry discusses:

  • Why retirement planning should begin with your goals, priorities, and vision for the years ahead
  • How different time horizons can influence the way short-term and long-term assets are invested
  • How creating a regular retirement paycheck can make the transition away from employment income feel more familiar
  • Why taxes, Roth conversions, beneficiary designations, insurance, and estate planning need to be coordinated
  • How retirement progress can be measured by lifestyle, financial flexibility, family priorities, and long-term goals
  • And more!

Connect with Larry Heller: 

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/

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