Tag Archives: Assets

2022 FEATURE

Tending Your Investment Strategy with Tax Loss Harvesting (Ep.115)



The Stock Market is having a down year, and we want to help save you some money on your taxes!

Enter, Tax Loss Harvesting. What is it? It’s an investment strategy that starts with the unrealized losses, and ends with money in your pocket. 

In this episode, Larry Heller, CFP®, breaks down why and how you can make unrealized losses into realized losses to save money on income taxes.

Larry discusses: 

  • The Tax Loss Harvesting Process
  • Offsetting Taxable Gains with Losses
  • What is a wash sale and why you must avoid
  • Carry Forward Losses
  • And more

Resources:

Download a Free Copy of Tax Loss Harvesting Checklist

Connect With Larry Heller:


2022 FEATURE

Everything You Need To Know About Prenuptial Agreements With Sandra Radna, Esq (Ep.114)



Despite common belief, prenuptial agreements are not just for the ultra rich. They can benefit anyone from any financial background.

In this episode, Larry Heller, CFP invites matrimonial attorney Sandra Radna, Esq to discuss prenuptial agreements and what benefits they serve to both individuals in a marriage.

Sandra also discusses how prenuptial agreements do not come as one-size-fits-all, and highlights how you can create an agreement that matches your wants and needs.

Sandra discusses: 

  • How prenuptial agreements can protect you and your spouse during a marriage
  • Why prenuptial agreements are not just for multi-millionaires (despite common belief)
  • How much time prior to the wedding you should establish a prenuptial agreement
  • What is a postnuptial agreement?
  • And more

Resources: 

Connect With Sandra Radna:

Connect With Larry Heller:

About Our Guest:

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?”.




Do NOT USE

98. Year-End Planning Recommendations for Retirees



If you still haven’t started your year-end planning yet, now is the time to start. Planning will help you keep more money in your pocket and less in the government’s pocket.

In this episode, Larry Heller shares year-end planning recommendations for retirees so you don’t miss any of these timely planning opportunities.

Larry discusses: 

  • Why retirees need to take their acquired minimum distributions
  • Ways you can save money from taxes 
  • Roth conversion and cash flow planning strategies 
  • Charitable contribution planning strategies 
  • And more

Connect With Larry Heller:


Do NOT USE

97. 10 Common Estate Planning Mistakes Made by Divorcees With Keren Birnbaum, Esq.



You don’t know what you don’t know. Whether you are contemplating divorce or are in the process, you want to protect yourself by having the proper communication and documentation.

In this episode, Larry Heller talks with Keren Birnbaum, Esq. a partner with Schwartz Ettenger, PLLC who focuses on estate planning, trust and estate administration, and elder law. Keren shares 10 common estate planning mistakes that divorcees need to be aware of to retire right.

Keren discusses: 

  • Repercussions of not having estate planning documents
  • The mistake of not updating your estate planning documents
  • Not updating beneficiary designations in your retirement accounts and insurance policies
  • Why it’s critical to educate yourself on the assets you own
  • And more

Connect With Keren G. Birnbaum, Esq:

Connect With Larry Heller:

About Our Guest:

Keren G. Birnbaum, Esq. is a Partner with Schwartz Ettenger, PLLC where she concentrates her practice in the areas of Estate Planning, Trust and Estate Administration and Elder Law. She has over 10 years of experience advising clients on how to protect themselves, their loved ones and their business in the event of death, incapacity or disability. 

Ms. Birnbaum earned her law degree at Hofstra University School of Law and her Bachelor’s Degree at Brandeis University. She is admitted to the New York State Bar, is a member of the New York State Bar Association, Queens County Bar Association, Brandeis Association, and is an active member of the Elder Law and Trusts and Estates Sections of the New York State Bar Association. Ms. Birnbaum has also lectured and published articles on various elder law and estate planning issues.