Category: Life Unlimited

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11 Ways the New Tax Law Could Help or Hurt Your Tax Return (Ep. 34)

11 Ways the New Tax Law Could Help or Hurt Your Tax Return (Ep. 34)

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2018 is the first full year under the new tax reform. Will your income tax return take a hit? Are there any changes that you will actually benefit from?

Larry Heller explores these questions with New York tax expert, Sal Albanese, CPA. In this episode, they uncover the biggest tax changes and recommend actions for you to take before 2019.

In this episode you’ll learn:

    • Eleven tax law changes that could affect individuals

 

    • How baby boomers are reacting to the SALT deduction cap

 

    • Why couples are rushing to divorce before New Year’s Day

 

    • Which deductible is still eligible as a personal casualty loss

 

    • Which tax law changes might not affect you if you’ve been grandfathered in

 

    • A strategy for benefitting from the standard deduction in 2018 and the itemized deduction in 2019

 

    And more!

Tune in now and learn about the biggest tax changes and how to prepare for filing season!

Resources: Heller Wealth Management |  Salvatore Albanese & Company LLC | Salvatore Albanese & Company LLC: 516-417-8503

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What to Know When Selecting a Medicare Plan—with Guests Kathleen Brennan and Kevin Tinagero (Ep. 33)

What to Know When Selecting a Medicare Plan—with Guests Kathleen Brennan and Kevin Tinagero (Ep. 33)

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Annual Enrollment Period is in full swing! This is your opportunity to make changes to your Medicare plan that will better suit your needs in 2019.

The Medicare experts at 360 Insurance Services, Kathleen Brennan and Kevin Tinagero, join Larry Heller in today’s episode to share what should you look for when selecting a plan.

In this episode, you’ll learn:

    • Two things to do when enrolling in Medicare

 

    • Why Kathleen and Kevin recommend getting additional coverage

 

    • What Medicare Supplement (Medigap) plans cover

 

    • The difference between Original Medicare and a Medicare Advantage plan

 

    • What to consider when selecting a plan

 

    • How living in different locations during the year may impact your plan

 

    And more!

Tune in today and gain a richer understanding of Medicare!

Resources: Heller Wealth Management | Medicare 360 | Medicare 360: 866-963-2414

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Bonds: The Underrated Investment Vehicle (Ep. 32)

Bonds: The Underrated Investment Vehicle (Ep. 32)

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When people invest, they often forget about bonds and invest solely in stocks. Why is that?

Perhaps most people simply don’t have enough information; Larry Heller has met several clients who didn’t know what bonds were, let alone the advantages of investing in them. If lack of knowledge is the issue, Larry is here to fill the gap.

In this episode, you’ll learn:

    • How bonds work as an investment vehicle

 

    • Different types of bonds and which ones might be suitable for you

 

    • The characteristics of bonds

 

    • How to purchase bonds

 

    • How to assess the potential for risk before purchasing a bond

 

    • The difference between taxable and tax-free bonds

 

    How and why you should use bonds

Tune in today to learn more about bonds, the underrated investment vehicle!

Resources: Heller Wealth Management

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Choosing the Right Insurance to Weather Life’s Storms—with Guest, Doug Kniffin (Ep. 31)

Choosing the Right Insurance to Weather Life’s Storms—with Guest, Doug Kniffin (Ep. 31)

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Many times, it’s only when the going gets tough that people realize they don’t have adequate insurance coverage.

Because of this, Larry Heller is on a mission to provide expert advice about insurance policies.

With the help of his guest, Doug Kniffin, the vice president of The Viking Agency, Larry shares what you need to know about insurance, including:

    • How individuals and businesses can prepare for major storms with insurance

 

    • Common oversights that homeowners make when they’re selecting policies

 

    • Beneficial policies that homeowners may not be aware of

 

    • The importance of having an umbrella policy for assets

 

    • Two recommended insurance policies for New York business owners

 

    And more!

Tune in today and discover insurance policies that could make a world of difference for you, your family, and your business.

Resources: Heller Wealth Management | The Viking Agency, Inc. | Doug Kniffin: 516-496-7711

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Don’t Fall for These Common Misconceptions About Medicaid (Ep. 30)

Don’t Fall for These Common Misconceptions About Medicaid (Ep. 30)

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Do you know the difference between Medicare and Medicaid?

Today, Larry Heller breaks down common misconceptions with the help of Kevin Condon, a lawyer who specializes in elder law estate and long-term care planning.

To help listeners understand the inner workings of Medicaid, Larry and Kevin explain how it differs from Medicare. Then they clear up misconceptions they’ve both encountered with clients, including the belief that you can’t ever qualify for Medicaid if you have too many assets, or that your assets are protected from Medicaid in a revocable trust.

Kevin also outlines why it’s important to plan and protect your assets, even if you don’t think you need to plan for Medicaid. He also discusses the best age to start preparing.

Tune in today for an information-packed episode of helpful tips that will help you better prepare for your retirement.

Resources:

Heller Wealth Management | Grenier, Humes & Nolan, LLP | Kevin Condon: 631-694-2626 or kcondon@ghnlawgroup.com

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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