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There’s no better time than the start of a new year to learn top financial tips. This is the time when many are not only setting goals for the year, but you also have the entire year to implement them!

In this episode, Larry Heller walks you through his top 10 financial planning tips for 2020. This is a highly practical and tip-filled episode that will have you taking notes and feeling prepared to boost your planning strategies and savings this year. 

In this episode, you’ll learn:

• Recommendations for apps and software that can help you to budget and save
• Ideas for making automatic contributions to your savings account
• Why Larry believes that contributing to 401(k)s, profit-sharing plans, and IRAs are the best ways of saving for retirement
• How much you can now contribute to a 401(k) if you’re over 50
• And more!

Tune in now to learn Larry’s top 10 financial planning tips for 2020!

Resources:  Heller Wealth Management | Episode 51: Here’s What You Need to Know About Your Credit in Retirement — With Guest, Leslie H. Tayne

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Did you know that humans are almost exclusively made up of water molecules? Considering that we exchange energy on a molecular level with people all the time, how can we stay centered, create our best energy, and use it to effect positive change?

In this episode, Larry Heller gets to the core of these questions with guest Donna Martini, a wellness activist, writer, coach, speaker, and cartoonist who educates the public about love, forgiveness, and everything wellness. This conversation is a must-listen for anyone who wants to use their energy to effect positive change in their interactions while harnessing their best mindset and emotional state. 

In this episode, you’ll learn:

• The definition of “positive manipulation” and how it works
• How to take ownership of your energy when you’re around people who are in a negative mood
• About Donna’s new book, “Mighty Mantras,” and its unexpected mascot
• An example of a mantra that you can use when feeling anxious
• How workplace environments shift once people understand their potential to create change
• And more!

Tune in now to learn how you can use your energy to create positive changes within yourself and others!

Resources:  Heller Wealth Management | MantraMouse | Contact Donna

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We’re hitting all-time highs in all of the indexes, which means the market’s valuations are high. As an investor, you might be asking yourself, “Where do I go from here?”

In this episode, Larry Heller talks about the urge many investors are having to get out of the market and “go back in after a correction”— a plan that has all the hallmarks of

trying to time the market. Listen to this timely conversation as Larry uncovers what you should know about the current state of the market and what to do when it eventually drops. 

In this episode, you’ll learn:

• Why investors think they should try timing the market
• Whether investment advisors can truly predict the market
• Ways investors are impacted emotionally by the market’s ups and downs 
• Eight actions to take during this current market valuation
• Four things to do when the market eventually drops
• And more!

Tune in now to discover what to do (and not do) during this current stock market valuation!

Resources:  Heller Wealth Management  

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During your retirement, you might want to obtain different types of financial products that require credit. Because of this, it’s important to maintain and manage your credit throughout your retirement.

Here to walk you through the importance of credit during retirement is Leslie H. Tayne, an award-winning financial attorney with over 20 years of experience in consumer and business financial debt solutions. Leslie is also the founder and managing director of Tayne Law Group, P.C., a law firm headquartered in New York. In this episode, Larry and Leslie discuss everything from maintaining good credit during retirement, to how often retirees should check their credit score.

In this episode, you’ll learn:

• Why credit is important in retirement
• Whether being retired damages your credit score
• Which money moves can affect your credit rating in retirement
• Ways to keep your credit in shape once you retire
• Top tips on how to best use credit cards in retirement
• And more!

Tune in now to learn everything you need to know about your credit during retirement!

Resources: Heller Wealth Management | Tayne Law Group, P.C.: 631-470-8204 | info@taynelaw.com

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Fifty of anything is an amazing milestone to reach, isn’t it? We believe that hitting episode 50 of our Retire Right Podcast calls for a celebration!

In this episode, Larry Heller reminisces as he shares his most memorable moments over the past 2+ years of hosting the Retire Right Podcast. We guarantee that this feel-good conversation will have you checking out and revisiting previous episodes!

In this episode, you’ll learn:

• About the personal journey that Larry has taken to reach this point in his career
• Which episodes are Larry’s favorites (you might be surprised!) 
• What he enjoys most about growing Heller Wealth Management
• And so much more!

Tune in to celebrate the 50th-episode milestone with Larry Heller, CFP® and the Heller Wealth Management team!

Resources:  Heller Wealth Management | Retire Right Book

 

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As a business owner, do you understand the core elements of your company’s retirement plan and what a third-party administrator (TPA) can bring to the table?

Today’s guest, Doug Hoefer, is here to answer your questions. Doug has over 20 years of experience in the retirement planning industry and has worked with Larry on several 401(k)s. In this episode, Doug makes sense of TPAs, including what they do and how they bring value to the retirement planning process.

In this episode, you’ll learn:

• What the function of a TPA is
• The certification a TPA can obtain
• The differences between bundled service providers and unbundled service providers
• How TPAs provide value when designing plans 
• The responsibilities of plan sponsors
• And more!

Tune in now to learn all about TPAs and how they can enhance your company’s retirement planning!

Resources:  Heller Wealth Management | DWC The 401k Experts: (651) 204-2600