Category: Larry Heller

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10 Ways You Can Improve Your Investment Experience (Ep. 29)

10 Ways You Can Improve Your Investment Experience (Ep. 29)

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Investing can feel stressful when it seems like people we know and media are constantly making predictions about the market. Who can you trust? What information is actually going to help you invest wisely?

Larry Heller is hoping to bring clarity to your investment experience in this episode. By tuning in, you’ll learn 10 guidelines, which includes resisting the urge to outguess the market and practicing smart diversification.

Join Larry as he shares valuable insight backed by scientific data, to help you invest with ease.

Heller Wealth Management – https://hellerwealthmanagement.com/

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Build Your Dream Financial Plan with These Four Pillars (Ep. 28)

Build Your Dream Financial Plan with These Four Pillars (Ep. 28)

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In this episode, Larry Heller shares how you can build your ideal financial plan using his four pillars: mindset, strategy, tactics, and progress. These are the key elements that make up the Complete Financial House process that Larry and his team implement with their clients.

Join Larry as he explains how each pillar can support your financial plan, along with what to consider when executing them. Larry also shares his favorite questions to ask clients, what professional athletes can teach us about visualization, and why he’s inspired by Jim Carrey’s story.

Tune in now to learn how you can bridge the gap between where you are now and where you want to be in your financial life.

Heller Wealth Management – https://hellerwealthmanagement.com/

The Complete Financial House – https://hellerwealthmanagement.com/complete-financial

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Five Ways to Optimize Your Finances in the Middle of the Year (Ep. 27)

Five Ways to Optimize Your Finances in the Middle of the Year (Ep. 27)

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Have you checked up on your personal finances lately?

In this episode of the Retire Right Podcast, Larry Heller provides an in-depth look at the five financial areas to check at the mid-year mark. From making adjustments after a salary increase, to making the most of the new tax law, Larry covers everything you need to know to ensure your finances are working for you.

Listen now as Larry gives you complete financial advice to help you stay on track for 2018 and beyond.

Heller Wealth Management: https://hellerwealthmanagement.com

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Why Baby Boomers Need to Consider Life Care Management —with Guest, Dan Goldberg (Ep. 26)

Why Baby Boomers Need to Consider Life Care Management —with Guest, Dan Goldberg (Ep. 26)

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In this episode, Larry Heller speaks with Dan Goldberg to discuss what life care managers are and why you should consider hiring one.

Dan Goldberg is the president and managing director of IKOR of the North Shore Long Island, a life care management company for seniors and individuals with disabilities.

With our aging population, it’s more important than ever to consider how you will get the best care for our loved ones when they have special needs or medical issues.

Tune in as Larry and Dan discuss the role of a life care manager, housing options for older adults, along with common misconceptions around how Medicare works.

IKOR of North Shore Long Island | IKOR Global | Heller Wealth Management

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Charity Spotlight: Chillin’ With Adam: The Adam Gaynes Foundation (Ep. 25)

Charity Spotlight: Chillin’ With Adam: The Adam Gaynes Foundation (Ep. 25)

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In this episode, Larry meets with David Gaynes, co-president of Chillin’ With Adam: The Adam Gaynes Foundation. David and his wife created this non-profit organization in honor of their 11-year-old son, Adam, who passed away after his lifelong battle with a brain tumor. Inspired by Adam’s courage and spirit, Chillin’ With Adam funds projects and programs at hospitals and schools to help make life easier for children and their families who are impacted by brain tumors, cancer, or blood disorders.

David and Larry share details about the 4th Annual Adam Gaynes Golf, Tennis and Spa Day at Cold Spring Country Club, on Thursday July 12, 2018. Tune in and find out where you can purchase tickets and how you can raise funds.

David also explains how your donation to Chillin’ with Adam will make a difference in the care, comfort, and eventual cure for children diagnosed with brain tumors and other diseases. Your generosity will help Adam’s strength, courage, and spirit live on.

Resources:

Adam Gaynes Foundation: Chillinwithadam.org

Register here for the 4th Annual Adam Gaynes Golf, Tennis and Spa Day

For more information, watch this YouTube video on the Adam Gaynes Foundation

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An Introduction to Friendship Force International—With Guest, Ivan Ziegler (Ep. 24)

An Introduction to Friendship Force International—With Guest, Ivan Ziegler (Ep. 24)

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In this episode, you’ll meet one of Larry’s clients, Ivan Ziegler, the Long Island Chapter President of Friendship Force International.

Friendship Force International is a non-profit cultural organization that focuses on promoting understanding, cultural education, and citizen diplomacy through homestay journeys and personal friendships. By bringing together people from different cultures and backgrounds, the organization hopes to create mutual respect and even lifelong friendships.

Tune in as Ivan shares stories about hosting tourists and explains how these experiences have shaped how he views himself and others.

Heller Wealth Management | Friendship Force International | Friendship Force, Long Island, New York, Chapter

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What Will You Do with Your Home During Retirement? (Ep. 23)

What Will You Do with Your Home During Retirement? (Ep. 23)

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Today, Larry Heller and Matt Halloran discuss housing and financial strategies for retirees. Since your house is a significant asset, it’s important to consider what you’d like to do with your home once you retire.

Will you stay in your home for a period of time or move right away? Will you convert your home equity line to a traditional mortgage? Which financing options are suitable for retirees who will carry a mortgage? These are only a few of the questions that Larry answers in this episode.

Join Larry as he expertly guides you through various options. Complete financial advice equals complete peace of mind.

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

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The Dangers of Investing in Only One Stock (Ep. 22)

The Dangers of Investing in Only One Stock (Ep. 22)

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Are you investing solely in one stock?

In today’s podcast, Matt Halloran and Larry Heller discuss why some people invest in only one stock and why that singular approach to investing is risky. Listen in as Larry highlights examples of historically successful companies whose stocks have taken a nosedive. If you’ve ever heard that it’s beneficial to diversify your portfolio, but you’re unsure of why and how to do it, this episode is for you.

Tune in as Larry walks you through strategies to diversify your portfolio and minimize risk.

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

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

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Strategies To Minimize Income Taxes On Investments (Ep. 20)

Strategies To Minimize Income Taxes On Investments (Ep. 20)

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Do you want to put more money in your pocket after taxes?  When planning for retirement it is not only wise to include an investment strategy, it is also good to implement strategies to minimize income taxes on that investment strategy.  It is time to take a look at what your taxes are and how they affect your investments.

Learn more in this episode as I take you through some strategies on how to minimize taxes on your investments.

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