When Poor Customer Service Leaves a Bad Taste in Your Mouth (Ep. 135)

When Poor Customer Service Leaves a Bad Taste in Your Mouth (Ep. 135)

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 …

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Mastering Divorce: Protecting Your Assets and Future with Lisa Zeiderman (Ep.134)

Mastering Divorce: Protecting Your Assets and Future with Lisa Zeiderman (Ep.134)

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 …

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The Gray Divorce Phenomenon: Redefining Your Life and Retirement with Andrew Hatherley (Ep. 133)

The Gray Divorce Phenomenon: Redefining Your Life and Retirement with Andrew Hatherley (Ep. 133)

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 …

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Navigating Loss: 4 Essential Steps to Take as the Surviving Spouse (Ep. 132)

Navigating Loss: 4 Essential Steps to Take as the Surviving Spouse (Ep. 132)

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 …

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Unveiling the Emotional Side of Money: Insights from Christine Luken (Ep. 131)

Unveiling the Emotional Side of Money: Insights from Christine Luken (Ep. 131)

Prepare for an insightful exploration of the deep emotional connection between money and relationships in this thought-provoking episode. Larry Heller, CFP®, CDFA®, is joined by esteemed podcast host and founder of the Financial Dignity Movement, Christine Luken. With her expertise in coaching high-earning professionals, business owners, and divorcees to overcome overwhelming debt and achieve remarkable …

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Mastering the Craft of Business Valuations: Expert Tips and Insights with Karl Janhsen, CPA, P.C. (Ep. 130)

Mastering the Craft of Business Valuations: Expert Tips and Insights with Karl Janhsen, CPA, P.C. (Ep. 130)

From selling a business to retirement planning, partnership negotiations, divorce proceedings, and estate planning, there are many reasons why someone would need a business valuation. Although the empirical data has vastly improved since the early days in this field, professionals still prioritize understanding each business individually and utilize several different valuation approaches including market, cost, …

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The Risk Factor: Unraveling Investment Pitfalls (Ep. 129)

The Risk Factor: Unraveling Investment Pitfalls (Ep. 129)

The lack of risk assessment in some investment types can lead people to overlook potential risks until a negative outcome occurs. With the current state of several regional banks such as Silicon Valley Bank, it is becoming increasingly important to understand and manage financial risks pertaining to cash and other investments. In this podcast episode, …

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Guiding the Visually Impaired: A Journey of Inclusion in Triathlons and Ironmans with Caroline Gaynor (Ep. 128)

Guiding the Visually Impaired: A Journey of Inclusion in Triathlons and Ironmans with Caroline Gaynor (Ep. 128)

People with disabilities may face challenges when engaging in everyday activities. However, participating in competitive sports can be even more daunting for them.  What can we do to provide them with the necessary support? Join us in this release as Larry Heller, CFP®, CDFA®, sits down with Caroline Gaynor, Vice President, Relationship Director & Investment …

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Ready, Set, Retire: Key Steps for Securing Your Financial Future (Ep. 127)

Ready, Set, Retire: Key Steps for Securing Your Financial Future (Ep. 127)

We all dream of those golden years when we can kick back and enjoy our retirement, knowing we have worked extensively for the money now used in retirement.  But getting to that point requires a series of different checkpoints that will determine if you are truly ready to retire with confidence.  In this episode, Larry …

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Behind Closed Doors: The World of Investigative Techniques with Philip Segal (Ep. 126)

Behind Closed Doors: The World of Investigative Techniques with Philip Segal (Ep. 126)

From divorces and inheritance disputes, to fraud investigations and business partnerships gone sour, there are a number of reasons you may want to consider hiring an expert financial investigator.   In this episode, Larry Heller, CFP®, sits down with Philip Segal, author of The Art of Fact Investigation: Creative Thinking in the Age of Information Overload, …

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