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 …
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 …
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, …
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, …
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 …
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 …
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, …
With the emergence of the new SECURE (Setting Every Community Up For Retirement Enhancement) Act 2.0, there are upwards of 100 different changes made that will affect the onset and process of your retirement. The one in the hot seat today is the RMD (Required Minimum Distribution) age change. In this episode, Larry Heller, CFP®, …
Most people don’t prepare for a divorce before they get married. In most divorces, property that was acquired during the marriage is subject to division between the spouses depending on a number of factors. Dividing assets and understanding how they are calculated post-separation is a crucial step in the divorce process. A QDRO can be …