Ever heard of the Great Wealth Transfer? It’s about to change everything you thought you knew about money. Imagine a staggering $68 to $74 trillion cascading down over the next decade or so. Could this make millennials the richest age group the U.S. has ever seen? In this two-part series, Larry Heller, CFP®, CDFA®, offers …
“Swimming with a school of fish”, that’s how Apollo from Dimensional Fund Advisors describes asset class investing in this episode of Life Unlimited. Larry Heller, CFP®, CDFA ® welcomes Apollo Lupescu, Vice President of Dimensional Fund Advisors, a prominent global investment management firm to discuss the emotional and logical thought process associated with investing. Listen …
Tax loss harvesting – ever heard of it? It’s a strategy where you sell investments that have decreased in value to offset any gains and save on taxes. In this episode, Larry Heller, CFP®, CDFA® overviews ten savings and tax planning tips to implement before the end of the year. He goes into detail on …
Juggling the various aspects of your life can not only be tricky, it can be very overwhelming. And then, just when you think you’ve got a handle on it all, a ball comes crashing down. No matter your financial situation, you deserve to come out happy and secure after a divorce. In this episode of …
What happens after you retire or sell your business? Today’s guest, Jerome Myers is certain that you will fall victim to the ‘founder exit paradox’ and experience feelings of uncertainty and loss of purpose. In this episode, Larry Heller, CFP®, CDFA ® chats with Jerome about why many business owners suffer an existential crisis after …
Many people are afraid to spend money during retirement because they worry they will run out, but in actuality, many people aren’t spending enough! In this episode, Larry Heller, CFP®, CDFA® provides insight and education surrounding how much you can afford to spend once you retire. Listen as he highlights what you need to consider …
Life happens – plans get changed, good weather turns to bad, and luggage gets lost. In this episode of Life Unlimited, Larry Heller, CFP®, CDFA shares his story about his experience with a notable airline company and how his situation could have been made better with one simple thing: communication. Larry chats with his long-time …
In today’s episode, Lisa Zeiderman, Esq., CDFA®, CFL™, and Managing Partner at Miller Zeiderman LLP, sheds light on the complexities and processes of divorce, particularly when it occurs later in life. This episode offers essential guidance to effectively navigate the challenges that may arise when dealing with shared assets and liabilities, the emotional strain of …
Today’s guest, Andrew Hatherley, CDFA®, CRPC® is the founder and CEO of Wiser Divorce Solutions, LLC and Transcend Retirement, LLC. After going through a divorce at 52, Andrew realized that there was a niche that wasn’t fully being attended to; people who are divorcing later in life. In this episode, Larry Heller, CFP®, CDFA® gets …
Unfortunately, none of us truly anticipates the possibility of being thrust into the realm of widowhood. Join host Larry Heller, CFP®, CDFA® as he guides widows and widowers through the essential steps you should be taking as the surviving spouse. In this episode of Life Unlimited, Larry discusses crucial steps to effectively manage your inherited …