Category: Retirement Planning

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The Social Security Conundrum – Part 3: Innovative Ways to Coordinate Benefits with Your Spouse (Ep. 11)

The Social Security Conundrum – Part 3: Innovative Ways to Coordinate Benefits with Your Spouse (Ep. 11)

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Maybe you’re planning to apply for Social Security today, a year from now, or 10 years from now. Will you and your spouse know how to maximize its potential benefits? There’s a lot to know, but Larry spells it all out in his latest podcast.

Listen in as Larry explains innovative ways that you can coordinate Social Security benefits with your spouse:

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

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The Social Security Conundrum – Part 2: When Should I Apply for Social Security? (Ep. 10)

The Social Security Conundrum – Part 2: When Should I Apply for Social Security? (Ep. 10)

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Many people make mistakes when determining the best time to start taking their social security. Everyone is different, which makes every situation is unique. There isn’t one clear strategy that fits everyone’s needs. In this podcast, Larry shares the primary five factors you need to consider while deciding when to start taking your social security.

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

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The Social Security Conundrum – Part 1 (Ep. 9)

The Social Security Conundrum – Part 1 (Ep. 9)

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In this podcast, Larry shares insight on the Social Security benefits to help clear up the misunderstandings people commonly have.  This four-part series will help you understand the ins and outs of Social Security, including eligibility, when to collect, and what to collect.

Learn more about Social Security in this podcast with Larry Heller, as he discusses the first part of the four-part series:

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

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How Much Can I Spend In Retirement? – 4 Questions (Ep. 8)

How Much Can I Spend In Retirement? – 4 Questions (Ep. 8)

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In this podcast, Larry Heller shares the biggest question people ask when nearing retirement: “How much money can I spend?” Most people don’t even know the amount they spend currently, and in order to determine what they can spend in retirement, they need to know their current expenses.

Here are 4 questions that need to be answered to determine what you can spend in retirement:

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

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The 7 Biggest Concerns Clients Have When Preparing for Retirement (Ep. 7)

The 7 Biggest Concerns Clients Have When Preparing for Retirement (Ep. 7)

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Larry shares more about the concerns clients have when preparing for retirement. Over the years, financial professionals have met with hundreds of clients, and for the most part, they have similar concerns. In fact, there are seven concerns that stand out from the rest, as they are the main points people looking to retire are most worried about.

Learn more about the seven biggest concerns clients have when preparing for retirement in this podcast:

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

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Fourth Pillar of the Complete Financial House – Progress (Ep. 6)

Fourth Pillar of the Complete Financial House – Progress (Ep. 6)

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Larry shares more on the Fourth Pillar of the Complete Financial House – Progress. A financial planner will help you set a strategy and game plan towards your goal, although sometimes it’s hard to stay on track with plans we’ve put in place. Having a planner who is fully dedicated to the plan is recommended. We also want to keep looking at the plan regularly and have short-term goals we can meet outside of the long-term plan. This way, we can see our progress and be sure that we are going in the right direction.

Learn more about the Fourth Pillar of the Complete Financial House in this podcast:

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

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4 Pillars of Your Complete Financial House – Pillar 3: Tactics (Ep. 5)

4 Pillars of Your Complete Financial House – Pillar 3: Tactics (Ep. 5)

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When it comes to retirement, you must put several strategies in place that are quite different compared to when you were working. Here we have planning tactics that can be a benefit to everyone preparing to build a complete financial house.

All of these tactics are intertwined. One of the best things you can do to implement these strategies is to work with an expert such as a wealth advisor to really specialize and focus on this. Some experts focus on only one of these tactics, but it’s best to find someone who can implement all of them. Since they are intertwined, working with someone who has experience and education in these areas can make things much more efficient.

Learn more about the third pillar in this podcast:

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

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4 Pillars of Your Complete Financial House – Strategy (Ep. 4)

4 Pillars of Your Complete Financial House – Strategy (Ep. 4)

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Larry Heller of Heller Wealth Management introduces the Second Pillar – Strategy of your Complete Financial House. This pillar involves creating a plan and different strategies to accomplish your financial goals! Learn more about the second pillar, “Strategy,” in this podcast:

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

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4 Pillars of Your Complete Financial House – Mindset (Ep. 3)

4 Pillars of Your Complete Financial House – Mindset (Ep. 3)

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“Mindset” is the first of the Four Pillars of Your Complete Financial House. It is a very important pillar, as it is the foundation of your complete financial house. Mindset can be broken down into three categories: Vision, Purpose, and Discipline. Without identifying your vision & purpose, and practicing discipline, it is difficult to truly understand how financial goals will be met. Learn more about pillar #1, Mindset, in this podcast:

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

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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