Category: Financial Planning

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4 Pillars of Your Complete Financial House (Ep. 2)

4 Pillars of Your Complete Financial House (Ep. 2)

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The concept of retirement has changed a lot in recent years. Traditionally, it was about retiring at age 65, buying a few things, then enjoying the remaining years of your life. Now people have a chance to live 30 to 35 years into retirement. People can choose early retirement, pursue a different career, start working part time, and so much more. In this episode, Larry provides an overview of the Four Pillars of Your Complete Financial House, to help you get stated on planning your retirement.

Learn more about these 4 pillars in this podcast:

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management

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Get to Know Larry Heller, Heller Wealth Mgmt (Ep. 1)

Get to Know Larry Heller, Heller Wealth Mgmt (Ep. 1)

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Larry Heller initially wanted to be an accountant in college. He obtained his CPA and started working for a “big 8” accounting firm. After three and a half years, he realized he wanted to do something else. Accounting was more or less helping people after the fact, so he decided he wanted to do something in the planning phase instead. When he was in college, his father passed away and he was left with his mother who was a homemaker. He also had a younger sister. Concerns about their future started to arise and it led him to think about a financial plan for their family. This eventually would be his starting track to a career in financial planning.

Learn more about Heller Wealth Management and Larry Heller in this podcast:

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management