An Introduction to Friendship Force International—With Guest, Ivan Ziegler (Ep. 24)

An Introduction to Friendship Force International—With Guest, Ivan Ziegler (Ep. 24)

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 …

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The Dangers of Investing in Only One Stock (Ep. 22)

The Dangers of Investing in Only One Stock (Ep. 22)

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 …

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Divorce: What happens to Your Retirement Accounts? (Ep. 21)

Divorce: What happens to Your Retirement Accounts? (Ep. 21)

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 …

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Estate Planning Fundamentals and Estate Planning After the Recent Tax Law Changes (Ep. 18)

Estate Planning Fundamentals and Estate Planning After the Recent Tax Law Changes (Ep. 18)

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, …

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The New Tax Bill – Larry Heller with Michael Kessler, CPA (Ep. 15)

The New Tax Bill – Larry Heller with Michael Kessler, CPA (Ep. 15)

This December will be the month that marks the finalization and voting of the new tax bill. This new tax bill will impact both corporate and personal taxes.  Changes brought about by the tax law are sure to affect different facets of our financial plans, including how we plan for retirement. Learn more about the …

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