Sandra M. Radna Esquire is an award-winning New York attorney and the owner of Sandra M. Radna P.C. Sandra has been published and quoted in a number of periodicals concerning the intersection of finances and matrimonial law, including CNBC.com, Yahoo Finance Observer, Business Insider, and more. She’s also the author of the book “You’re Getting Divorced…Now What?”.
One of the last things you want to worry about when you lose a loved one are the numerous non-financial tasks after the loss of a loved one.
Unfortunately, this is the reality for a lot of people.
In this episode, Larry Heller invites Ronnie Genser, President at Bereavement Navigators, to discuss all you need to know when it comes to navigating the myriad of taxes after the loss of a loved one, especially a spouse.
How the loss of a loved one impacted her career and finances
How to prepare for the loss of a spouse from a non-financial standpoint
What inspired her to found Bereavement Navigators, a company that helps widows and widowers navigate the myriad of non-legal and non-legal and non-financial aspects of losing a loved one
How to navigate Social Security for the deceased without the headache
Ronnie Gensers’ professional background includes over 20 years in international and domestic sales, marketing, training and consulting.
Unfortunately, Ronnie’s successful career path took an unexpected turn after the sudden death of her husband. The things Ronnie learned about what she needed to do after her husband’s death include how to organize the numerous and unexpected tasks and the resources she found and the tips she learned. She now shares her work as a Bereavement Navigator with widows, widowers, adult children, and other relatives who have lost loved ones.
You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought.
A bear market can cause you to make knee-jerk reactions that can affect your retirement plan.
In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.
How to find out your risk tolerance in a bear market
How you can review and rebalance your asset allocation during a bear market
What you should be doing with your cash right now
Ways to remain calm when your portfolio continues to go down
Entering retirement can feel like crossing the finish line of a marathon, however, that doesn’t mean the race is entirely over.
A large struggle people face when they enter retirement is establishing their new identity outside of the workplace and staying engaged with the things that give them purpose.
In this episode, mindset mentor George Jerjian, a formal financial advisor and a prolific author who recently released “Dare to Discover Your Purpose: Retire, Refire, Rewire,” discusses the reality of new retirees and offers solutions to help overcome the common struggles people face after the honeymoon phase of retirement is over.
The moment that altered the course of his life forever
The concept of identity and how you can avoid struggling with it during retirement
Why wealthy people never fully “retire”
What the DARE program stands for and how it can help you in retirement
As a formal financial advisor, George is on a mission to help retirees create a plan for their later years which is about much more than money for him. It is all about making a difference and helping those heading for retirement, creating a life of purpose, passion, and potential that reflects how we live today.
George has authored 11 books including his most recent release Dare to Discover Your Purpose. George works with clients across the world, from the UK, the US, Canada, as well as Australia and New Zealand.
Will your net worth be transferred to your heirs the way you intend it to? How do you know?
In this episode of Life Unlimited, Larry shares some real life stories of major mistakes he has seen with respect to a will, beneficiary or the titling of an asset. Listen in to hear some advice to make sure your estate planning wishes are kept up to date with your current family dynamic.
Steps to take to ensure what you want happens after you pass away
99% of people will become a widow or widower at some point in their life, so financial preparation will be helpful during this emotional time.
In this episode, Larry Heller guides you around ways to make financial planning easier during this major life transition by revealing key steps you’ll want to incorporate into your financial planning should you become widowed. Plus, he explains why financial discussions between spouses are important, especially in the later years of life.
Concepts to include in your financial plan for when you become a widow or widower
How tax situations may shift when one spouse becomes widowed
The potential shift in insurance coverage as a widow or widower
How editing a will after one partner has passed may be required
Ilyssa Panitz is the only divorce journalist solely committed to helping others navigate this major life transition by exclusively covering every angle of this topic.
Ilyssa writes a daily column on divorce for Authority magazine on Medium. She also serves as an editorial producer for the national association of divorce professionals and was former co-host of All Things Divorce on Clubhouse. Most recently, Ilyssa has been able to reach an even wider audience through her role as creator writer, producer, and host of a national radio show called The Divorce Hour with Ilyssa Panitz that airs every Saturday and Sunday on CRN digital talk radio, and then on Spotify, Google podcasts, iTunes.
While navigating many of the hurdles that come with divorce, Ilyssa has developed both an emotional and practical insight to this transition, which she is passionate about sharing with others. Ilyssa fully understands the ups and downs of the journey and is making it her mission to help educate, guide, empower, comfort, and build confidence in others going through this painful experience. Ilyssa Panitz is known as the divorce journalist.