Your Guide to Year-End Tax Planning — With Accountant, Scott Cheslowitz (Ep. 57)

Your Guide to Year-End Tax Planning — With Accountant, Scott Cheslowitz (Ep. 57)

December may be coming to a close, but it’s not too late to implement some year-end tax planning strategies.  In this episode, Larry Heller speaks with Scott Cheslowitz, a CPA and partner of Rothenberg & Peters, PLLC, who works with closely held entities, estates, and high-net-worth individuals. In this timely conversation, Scott shares year-end tax …

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Elder Law is Really Elder Care — With Attorney Brian Tully (Ep. 56)

Elder Law is Really Elder Care — With Attorney Brian Tully (Ep. 56)

Do you have a plan in place to care for your loved ones as they age?  In this episode, Larry Heller is joined by Brian Tully, founder of Tully Law, P.C. and certified elder law attorney, to explain why elder law is really elder care. This discussion covers the extensive service that Brian Tully and …

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How to Affect Positive Change in Your Relationships — With Donna Martini (Ep. 55)

How to Affect Positive Change in Your Relationships — With Donna Martini (Ep. 55)

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 …

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How I Stopped Working Full-Time to Follow My Photography Passion — With Marc Alter (Ep. 54)

How I Stopped Working Full-Time to Follow My Photography Passion — With Marc Alter (Ep. 54)

Have you ever dreamed of taking an early retirement to follow one of your passions? In this episode, Larry Heller is joined by Marc Alter, a client who is officially retired and now spends his days pursuing his passion for photography. This is a fun conversation in which Marc explains how he made the decision …

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Current Stock Market Valuation: Are You Worried? Here’s What to Do (Ep. 53)

Current Stock Market Valuation: Are You Worried? Here’s What to Do (Ep. 53)

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 …

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Municipal Bonds: How, When, and Why to Use Them in Your Investment Portfolio — With Jason Stuck of Northern Capital (Ep. 52)

Municipal Bonds: How, When, and Why to Use Them in Your Investment Portfolio — With Jason Stuck of Northern Capital (Ep. 52)

The Fed Reserve recently lowered interest rates, making now a good time to gain a better understanding of municipal bonds and how interest rates affect these types of investments. Today, Jason Stuck is here to expound on this often-misunderstood type of bond. As the managing director and head of portfolio management at Northern Capital, Jason …

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Here’s What You Need to Know About Your Credit in Retirement — With Guest, Leslie H. Tayne (Ep. 51)

Here’s What You Need to Know About Your Credit in Retirement — With Guest, Leslie H. Tayne (Ep. 51)

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 …

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Looking Back: Celebrating 50 Episodes of the Retire Right Podcast! (Ep. 50)

Looking Back: Celebrating 50 Episodes of the Retire Right Podcast! (Ep. 50)

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 …

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401(k) Plans: What You Need to Know About a Third Party Administrator (TPA) — With Doug Hoefer (Ep. 49)

401(k) Plans: What You Need to Know About a Third Party Administrator (TPA) — With Doug Hoefer (Ep. 49)

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 …

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