Category: Divorce

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Selling Your Home During a Divorce? Here’s What Couples Need To Know –– With David Perry (Ep. 74)

Selling Your Home During a Divorce? Here’s What Couples Need To Know –– With David Perry (Ep. 74)

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Thinking of selling your home during a divorce? 

We recognize that it’s not an easy process, but we are here to help! 

In this episode, Larry Heller is joined by David Perry, a licensed real estate broker and Certified Real Estate Divorce Specialist at Brown Harris Stevens. Together, Larry and David address the repercussions and new opportunities for couples who are currently going through a divorce and looking to sell their home. 

In this episode, you will learn: 

  • How David started working with divorcing couples 
  • How David navigates any disagreements between spouses that come up during the selling process
  • Ways that divorcing couples can be better prepared to sell their home
  • How COVID-19 is impacting New York’s real estate market, and how that will affect residents who are going through a divorce
  • An example of why it’s critical to work with a professional who specializes in divorce when selling your home
  • And more!

Tune in now to learn how to sell your home successfully during the divorce process. 

Resources:  Heller Wealth Management: (631) 293-2806 | Brown Harris Stevens | Email David Perry: (212) 588-5697 

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Money-Saving Advice People Wish They’d Known During Their Divorce –– With Rosalia Labate (Ep. 72)

Money-Saving Advice People Wish They’d Known During Their Divorce –– With Rosalia Labate (Ep. 72)

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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

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5 Ways to Plan for Health and Happiness While Aging Solo — With Joy Loverde (Ep. 62)

5 Ways to Plan for Health and Happiness While Aging Solo — With Joy Loverde (Ep. 62)

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Baby boomers are the last generation of caregivers as we know it. Today’s children are raised to go out and pursue their interests, even if that means living far from home. If having kids doesn’t guarantee you a future caregiver, this begs the question: Who will take care of you when you’re old?

In this episode, Larry Heller is excited to be joined by Joy Loverde, a leading consultant in the mature-market industry and a trusted advisor in aging, caregiving, and elder care-related issues. Joy is also the author of the aptly titled book, “Who Will Take Care of Me When I’m Old?” Join Larry and Joy as they discuss five categories of her book that equip you to plan for a high quality of life later on, regardless of whether you’re aging with a close-by support system or on your own.

In this episode, you’ll learn:

  • Reasons why today’s children might not be available to act as caregivers
  • The difference between small thinking versus strategic thinking
  • Who Joy interviewed as she wrote her book
  • What to consider before you commit to aging in place
  • About alternatives to living in a facility or completely alone
  • And more!

Tune in now to discover what goes into planning for a financially secure and happy old age. 

Resources:

Heller Wealth Management | Joy Loverde |  Who Will Take Care of Me When I’m Old? by Joy Loverde 

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Estate Planning in Second Marriages — With Guest Steven Adler (Ep. 39)

Estate Planning in Second Marriages — With Guest Steven Adler (Ep. 39)

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Are you in your second marriage and wondering how to cover all the bases in your estate plan?

Today, Larry Heller speaks with guest, Steven Adler, about estate planning issues faced by couples in their second marriage and how to solve them.

In this episode, you’ll learn:

    • The most common estate planning issues couples face in second marriages

 

    • How couples may benefit from including a trust in their estate plan

 

    • What tasks newlyweds in a second marriage should address early on

 

    • The difference between a will and a beneficiary

 

    • Different ways to handle situations where one spouse brings more assets to the marriage or is significantly older than the other spouse

 

    And more!

Tune in and find out what you need to know about estate planning in a second marriage!

Resources:  Heller Wealth Management | Law Offices of Steven M. Adler, PLLC

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Divorce: What happens to Your Retirement Accounts? (Ep. 21)

Divorce: What happens to Your Retirement Accounts? (Ep. 21)

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On today’s podcast, Larry Heller brings on a guest to discuss the financial considerations that go along with divorcing later on in life.

Who better to discuss this topic with than Gayle Rosenblum, an award-winning matrimonial and family law attorney of Rubin and Rosenblum, PLLC.

In this episode, Gayle and Larry explore the special challenges that older adults face when they’re going through a divorce.

Gayle explains how retirement accounts and assets, like a shared business, can be divvied up between spouses who are divorcing. Gayle also addresses how a divorce can impact Social Security benefits, health insurance, and life insurance.

Tune in and gain some expert advice on the financial side of a golden-year divorce.

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