In this episode, Larry Heller shares how you can build your ideal financial plan using his four pillars: mindset, strategy, tactics, and progress. These are the key elements that make up the Complete Financial House process that Larry and his team implement with their clients. Join Larry as he explains how each pillar can support …
Have you checked up on your personal finances lately? In this episode of the Retire Right Podcast, Larry Heller provides an in-depth look at the five financial areas to check at the mid-year mark. From making adjustments after a salary increase, to making the most of the new tax law, Larry covers everything you need …
In this episode, Larry Heller speaks with Dan Goldberg to discuss what life care managers are and why you should consider hiring one. Dan Goldberg is the president and managing director of IKOR of the North Shore Long Island, a life care management company for seniors and individuals with disabilities. With our aging population, it’s …
In this episode, Larry meets with David Gaynes, co-president of Chillin’ With Adam: The Adam Gaynes Foundation. David and his wife created this non-profit organization in honor of their 11-year-old son, Adam, who passed away after his lifelong battle with a brain tumor. Inspired by Adam’s courage and spirit, Chillin’ With Adam funds projects and …
In this episode, you’ll meet one of Larry’s clients, Ivan Ziegler, the Long Island Chapter President of Friendship Force International. Friendship Force International is a non-profit cultural organization that focuses on promoting understanding, cultural education, and citizen diplomacy through homestay journeys and personal friendships. By bringing together people from different cultures and backgrounds, the organization …
Today, Larry Heller and Matt Halloran discuss housing and financial strategies for retirees. Since your house is a significant asset, it’s important to consider what you’d like to do with your home once you retire. Will you stay in your home for a period of time or move right away? Will you convert your home …
Are you investing solely in one stock? In today’s podcast, Matt Halloran and Larry Heller discuss why some people invest in only one stock and why that singular approach to investing is risky. Listen in as Larry highlights examples of historically successful companies whose stocks have taken a nosedive. If you’ve ever heard that it’s …
On today’s podcast, Larry Heller brings on a guest to discuss the financial considerations that go along with divorcing later on in life. Who better to discuss this topic with than Gayle Rosenblum, an award-winning matrimonial and family law attorney of Rubin and Rosenblum, PLLC. In this episode, Gayle and Larry explore the special challenges …
Do you want to put more money in your pocket after taxes? When planning for retirement it is not only wise to include an investment strategy, it is also good to implement strategies to minimize income taxes on that investment strategy. It is time to take a look at what your taxes are and how …
Stock Markets will go up and down over the course of a lifetime. You want to be prepared for these fluctuations, especially in retirement. A steady income stream will help you in a volatile market allowing you to sleep better at night. In this episode, I share investment strategies to take during retirement to help …