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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Investing with Dimensional Fund Advisors: Who They Are and Why They Are Unique (Ep. 48)

Investing with Dimensional Fund Advisors: Who They Are and Why They Are Unique (Ep. 48)

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 …

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How Model Trains and Retiring Right Go Together — With Mike Kmeth (Ep. 47)

How Model Trains and Retiring Right Go Together — With Mike Kmeth (Ep. 47)

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. …

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Live Your Very Best Encore — With Susan Williams (Ep. 46)

Live Your Very Best Encore — With Susan Williams (Ep. 46)

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 …

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