Estate planning goes beyond documents—it’s about protecting loved ones, achieving financial independence, and aligning plans with long-term goals. In this episode of the Life Unlimited podcast, host Larry Heller, CFP®, CDFA®, sits down with Allison Dolzani, estate planning attorney and partner at Julie Kessler, LLP, to explore strategies tailored to women navigating major life transitions …
Choosing the right business structure isn’t just about compliance – it’s about maximizing tax efficiency and aligning with your long-term goals. Larry Heller, CFP®, CDFA®, and William Huether, CPA, CGMA, MBA, discuss how S-Corporations can help business owners save on taxes, streamline compliance, and drive growth. They compare S-Corps to C-Corps, LLCs, and partnerships, offering …
Retirement isn’t just about accumulating wealth – it’s about making sure it lasts. In this episode, Larry Heller, CFP®, CDFA®, explores the essential elements of a well-rounded distribution strategy for retirement, including guiding you through five key areas every retiree should prioritize: income vs. total return, tax management, investment allocation, longevity, and estate planning. Larry …
Handshake deals might seem convenient, but they could put your business at serious risk. Discover how to protect your company from these hidden dangers and build a reliable foundation. Larry Heller, CFP®, CDFA®, is joined by Rachel Partain, a leading tax attorney and partner at Forchelli Law, to break down the risks of running a …
Interest rates may be falling, but your financial strategy doesn’t have to follow. Learn how to stay ahead in today’s ever-changing financial landscape. Larry Heller, CFP®, CDFA®, breaks down how these shifting rates impact everything from mortgages to retirement plans. Whether you’re buying a home, optimizing investments, or planning for your financial future, Larry offers …
High-conflict divorces are some of the most emotionally draining and complex experiences a family can face, especially when children with special needs are involved. In this episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, sits down with Dr. Susan K. Bernstein, a certified divorce coach specializing in high-conflict cases, to explore how divorce coaching …
Could these six retirement mistakes jeopardize a successful retirement? What steps can you take to avoid them? In this eye-opening episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, reveals six critical retirement mistakes that could threaten your financial security when it comes to planning for your retirement. These pitfalls are unfortunately common, but there …
Divorce is rarely easy, but what if there were alternatives to the adversarial process of litigation that could lead to more peaceful resolutions? In this episode of the Life Unlimited podcast, host Larry Heller, CFP®, CDFA® is joined by Andrea Vacca, Founder of Vacca Family Law Group, to define and explore two powerful divorce alternatives: …
Could your children or grandchildren’s 529 plan be the key to their future retirement success? In this insightful episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, explores the new provisions of the Secure 2.0 Act that allow 529 plan rollovers to Roth IRAs. Larry outlines the conditions and strategic benefits of this new rule, …
Ready to transform your real estate assets into a tax-efficient retirement plan? Want to maximize your real estate wealth without the headache of property management? Join host Larry Heller, CFP®, CDFA®, as he explores the world of 1031 exchanges with Stephen K. Davis, President and CEO of Safe Harbor Asset Management. With over 40 years …