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 …
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 …
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 …
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 …
In today’s episode, Larry Heller speaks with Philipp Meyer-Brauns of Dimensional Funds Advisors. As a senior researcher, Philipp conducts empirical asset pricing research, and today, he’s joining Larry to unpack what exactly Dimensional Fund Advisors is all about and why their trading style is so unique. In this episode, you’ll learn: The origin of Dimensional …
Will your retirement be the ride of your life? Or will you simply chug along, going through the motions? Larry Heller hopes you will love retired life. In this special episode, Larry is joined by one of his clients: a retiree named Mike Kmeth, a shining example of someone who is having a happy retirement. …
What will keep you feeling zestful, connected, and fulfilled during retirement? Today, Larry Heller, CFP®, CPA, is joined by guest Susan Williams to discuss the non-financial aspects of retirement. Susan is the founder of Booming Encore, a digital-media hub dedicated to providing information and inspiration to help baby boomers live their very best encore. As …
Would you ever make a big move to a tax-free state like Florida? Now more than ever, people are leaving New York State for tax-free states only to discover that their residency, for tax purposes, hasn’t changed. Tax rules around residency can be complex and ambiguous, but today’s guest brings clarity to the subject. CPA …
It’s time to find out how you can make more money in your 401(k) plan! In today’s episode, Larry Heller is joined by Paul Merriman, the founder of Merriman Wealth Management. Paul is a nationally recognized expert on mutual funds, indexed investing, buy and hold investment strategies, and asset allocation. Given Paul’s expertise and dedication …
Your business is likely the largest illiquid asset you own. Have you considered how you will turn it into a liquid asset so you can use it for retirement planning? Here to shed light on selling your business is Albert Hakim, a Certified Merger and Acquisitions Advisor with Kensington Company. Today, Albert speaks with host …