Special Edition Episode – Introducing Larry Heller CFP®, CPA’s New Book: “Retire Right”

Special Edition Episode – Introducing Larry Heller CFP®, CPA’s New Book: “Retire Right”

Larry Heller’s new book has hit the shelves! In today’s episode, get a special preview of “Retire Right: Lots of People Retire Wrong. Learn How to Retire Right,” and join Larry as he discusses why this book speaks to today’s retirement landscape. In this episode, you’ll learn: How retirement has transformed to become a “second …

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The Top Five Errors Retirees Make (Ep. 42)

The Top Five Errors Retirees Make (Ep. 42)

Many people believe that if they save enough money for retirement, they’re all set. But there is so much more to consider. After spending years helping people retire right, Larry Heller is sharing the five top errors retirees make. In this episode, Larry explains why these errors are so detrimental, and most importantly, how to …

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Everything You Didn’t Know About Long-Term Care with Guest Rona Loshak (Ep. 41)

Everything You Didn’t Know About Long-Term Care with Guest Rona Loshak (Ep. 41)

The longer you live, the more likely you are to need long-term care. In fact, once you reach 80 years old, there’s an 80% chance that you will need it. Whether you’re thinking about your own long-term care or care for your parents, this is the episode for you. Larry Heller speaks with guest Rona …

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Larry’s Top 5 IRA Planning Strategies (Ep. 40)

Larry’s Top 5 IRA Planning Strategies (Ep. 40)

You may be contributing regularly to an IRA, but do you have a strategy that can help boost your retirement savings? Get ready to make better use of your IRA. In today’s episode, Larry Heller covers his top five IRA strategies: tax planning; stretching beneficiaries; doing Roth conversions; creating wealth for the next generation; and …

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Estate Planning in Second Marriages — With Guest Steven Adler (Ep. 39)

Estate Planning in Second Marriages — With Guest Steven Adler (Ep. 39)

Are you in your second marriage and wondering how to cover all the bases in your estate plan? Today, Larry Heller speaks with guest, Steven Adler, about estate planning issues faced by couples in their second marriage and how to solve them. In this episode, you’ll learn: The most common estate planning issues couples face …

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Everything You Need to Know About Traffic Tickets in New York — with Guest Michael Block (Ep. 38)

Everything You Need to Know About Traffic Tickets in New York — with Guest Michael Block (Ep. 38)

What should you do if you get a speeding ticket in New York? Ever wonder how to use your GPS device without getting a ticket? These are some of the big questions Larry Heller answers today with the help of his guest, Michael Block, traffic ticket attorney. Michael explains how to avoid getting ticketed (with …

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Interview with Bob Glauber, Author of “Guts and Genius: The Story of Three Unlikely Coaches Who Came to Dominate the NFL in the ’80s” (Ep. 37)

Interview with Bob Glauber, Author of “Guts and Genius: The Story of Three Unlikely Coaches Who Came to Dominate the NFL in the ’80s” (Ep. 37)

Today, long-time NFL writer Bob Glauber joins Larry Heller in this episode to share the most memorable stories from his new book, “Guts and Genius: The Story of Three Unlikely Coaches Who Came to Dominate the NFL in the ’80s.” Bob’s stories give a fascinating and rare insight into how Bill Walsh, Joe Gibbs, and …

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Don’t Forget About Tax-Loss Harvesting and Tax-Gain Harvesting (Ep. 36)

Don’t Forget About Tax-Loss Harvesting and Tax-Gain Harvesting (Ep. 36)

Your year-end tax plan isn’t complete until you’ve considered tax-loss and tax-gain harvesting. These two strategies could offer you big tax savings! Too often, financial advisors and accountants are not proactive in exploring these tax-saving possibilities with clients, but Larry doesn’t want you to miss out. In this episode, Larry explains how you can benefit …

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Your Retirement Paycheck (Ep. 35)

Your Retirement Paycheck (Ep. 35)

The transition from the work world to the retirement world can take a while to get used to. Sometimes, peace of mind can come from being able to recreate a paycheck every month. In this episode, Larry Heller recommends variables and strategies to consider as you plan to create your retirement paycheck. Today you will …

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11 Ways the New Tax Law Could Help or Hurt Your Tax Return (Ep. 34)

11 Ways the New Tax Law Could Help or Hurt Your Tax Return (Ep. 34)

2018 is the first full year under the new tax reform. Will your income tax return take a hit? Are there any changes that you will actually benefit from? Larry Heller explores these questions with New York tax expert, Sal Albanese, CPA. In this episode, they uncover the biggest tax changes and recommend actions for …

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