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 …
Do you know the fundamental pieces to estate planning? It is critical for everyone to understand what documents are needed, the importance of the documents, techniques needed for estate planning, and how estate planning has been impacted by the recent tax law changes. Learn more in this episode as I interview a very special guest, …
To understand what a Roth is, we must understand the differences between both a Roth and a traditional IRA. Before you and your advisor decide what’s best for you, it’s important to clearly understand what makes each type of IRA unique. Learn more in this podcast as I share more about how and when to …
In this episode, Larry gives 10 keys to revamping our finances for a successful 2018. Grab a piece of paper and jot down this list of practical tips, which could set you up for the next 10 years and beyond. Join Larry as he shares his top 10 financial steps for 2018! Learn How to Retire …