Category: Life Unlimited

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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

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Stock Market Volatility During Retirement (Ep. 19)

Stock Market Volatility During Retirement (Ep. 19)

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Stock Markets will go up and down over the course of a lifetime. You want to be prepared for these fluctuations, especially in retirement. A steady income stream will help you in a volatile market allowing you to sleep better at night.

In this episode, I share investment strategies to take during retirement to help put you at ease.

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

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Estate Planning Fundamentals and Estate Planning After the Recent Tax Law Changes (Ep. 18)

Estate Planning Fundamentals and Estate Planning After the Recent Tax Law Changes (Ep. 18)

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Do you know the fundamental pieces to estate planning?  It is critical for everyone to understand what documents are needed, the importance of the documents, techniques needed for estate planning, and how estate planning has been impacted by the recent tax law changes.

Learn more in this episode as I interview a very special guest, Michael Nolan, a Trust and Estate Planning Attorney with offices in Melville and New York City.

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

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How and When to Use a Roth (Ep. 17)

How and When to Use a Roth (Ep. 17)

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To understand what a Roth is, we must understand the differences between both a Roth and a traditional IRA. Before you and your advisor decide what’s best for you, it’s important to clearly understand what makes each type of IRA unique.

Learn more in this podcast as I share more about how and when to use a Roth.

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

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10 Financial Steps to Take in the New Year (Ep. 16)

10 Financial Steps to Take in the New Year (Ep. 16)

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In this episode, Larry gives 10 keys to revamping our finances for a successful 2018. Grab a piece of paper and jot down this list of practical tips, which could set you up for the next 10 years and beyond.

Join Larry as he shares his top 10 financial steps for 2018!

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

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The New Tax Bill – Larry Heller with Michael Kessler, CPA (Ep. 15)

The New Tax Bill – Larry Heller with Michael Kessler, CPA (Ep. 15)

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This December will be the month that marks the finalization and voting of the new tax bill. This new tax bill will impact both corporate and personal taxes.  Changes brought about by the tax law are sure to affect different facets of our financial plans, including how we plan for retirement.

Learn more about the new tax bill from Larry Heller and guest Mike Kessler, CPA in this podcast:

Guest Speaker:  Mike Kessler, CPA

Learn more at: Michael J. Kessler, Profitability Consultants Website

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

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Creating an Investment Portfolio for a Successful Retirement (Ep. 14)

Creating an Investment Portfolio for a Successful Retirement (Ep. 14)

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When transitioning from working to retirement there needs to be a change in our investment portfolio. This is because during retirement, the investment portfolio becomes a source of income, meaning you will draw money from it. It’s important to have a portfolio setup so you can stay on track during the course of your retirement.

Learn more about creating an investment portfolio for retirement in this podcast:

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