Is your business at risk due to employment law misunderstandings? In this captivating episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, is joined by Doug Rowe, an acclaimed labor and employment law partner at Certilman Balin, and a New York Metro Super Lawyer and The Legal Eagle award recipient. Doug delves into the critical …
Are you managing your 401(k) effectively? Dive into the intricate world of 401(k) investment strategies with Larry Heller, CFP®, CDFA®, in this informative third installment of the “Employer’s Guide to 401k Plans“ series. This episode delves into crucial aspects such as fiduciary duties, investment selection, and fund diversity, offering valuable insights for trustees and plan …
Is opting for high-deductible health insurance plans a smart financial move for businesses? Larry Heller’s latest episode of the Life Unlimited Podcast features Jeff Weiner, CEO of HKM Associates, who brings his extensive experience spanning over four decades in life, health insurance, and financial services. Throughout the episode, Jeff offers invaluable insights into working with …
Are you confident in your mastery of 401k fiduciary responsibilities? Continuing the engaging “Employer’s Guide to 401k Plans“ series with Larry Heller, CFP®, CDFA®, this second installment dives deeper into the crucial topic of 401(k) fiduciary governance. Building on the foundational knowledge from Part I, Larry guides listeners through the intricate responsibilities and best practices …
A new year has begun, and with it comes significant legal changes for corporations and small businesses. How should you prepare? In this episode of the Life Unlimited podcast, host Larry Heller, CFP®, CDFA®, talks to Yogi Patel, managing partner at Outside Legal Counsel, LLP, in a revealing discussion about the details of the Corporate …
Is it possible for 401(k) plans to work harder for you? Join Larry Heller, CFP®, CDFA®, in this essential mini-series where Larry unravels the intricacies of 401(k)’s. This episode covers crucial topics such as the significance of proper plan design, the diverse types of 401k plans, and the advantages of offering these plans for business …
Is private credit the hidden gem missing in your investment portfolio? Explore the untapped potential of private credit in your investment portfolio with Larry Heller, CFP®, CDFA® and special guest Alona Gornick, Managing Director and Senior Investment Strategist at Churchill Asset Management. Together, they take us deep into the intricacies of private credit, a burgeoning …
As we delve deeper into the transformative phenomenon of the Great Wealth Transfer, Part 2 of our series further explores the staggering $68 to $74 trillion destined to cascade down over the next decade. In “The Great Wealth Transfer, Part 2,” Larry Heller, CFP®, CDFA®, guides us through the intricate dynamics of this wealth transition, …
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 …