Our firm creates financial resilience, find out what that means.
In this episode, Larry Heller, CFP®, highlights how his business is so much more than just an investment management company—it is a place where you can achieve financial resilience. Larry dives into all the ways that they help their clients achieve their financial goals.
Why it is important to know your ambitions and desires before creating an investment plan
The importance of tax strategies when it comes to your investments and how to keep the most money
Creating a financial plan so you know how much you need to save before retirement and how much you can spend after retirement
Making sure your legacy plan is properly set up to your wishes
“We hit 100 and we’re not stopping!” – Larry Heller, CFP®
Larry has reached his 100th episode of the Retire Right podcast, a huge milestone in podcasting. During these episodes, Larry has provided his audience with all kinds of valuable information on various topics surrounding retirement.
Now, we’re taking a moment to reflect on the podcast so far — and to break down the exciting news of the rebrand of the Retire Right podcast to the newly titled Life Unlimited. Find out what you can expect for the future of the podcast, as Larry looks back on how far he’s come!
Larry also discusses:
What inspired the change from “Retire Right” to the “Life Unlimited” podcast
His favorite highlights and guests from previous episodes, including a professional organizer and a full-size model train enthusiast
How you can suggest topics and content ideas for the Life Unlimited podcast
Where you can expect to find the podcast — including video recordings
These days, climate change is a big topic everyone is talking about. But do you know what is and isn’t covered under your home insurance policy?
In this episode, Larry Heller talks with Paul Wickel, a insurance producer at Remco Agency, about the different homeowner policies available and what you might be missing in your coverage to protect yourself from expensive claims.
Who needs flood insurance––and what it does and does not cover
How to know if you have the insurance coverage for your climate
Ways insurance companies are helping homeowners
The common drawbacks for homeowners purchasing insurance
Paul Wickel is an independent insurance broker with Remco Agency on Long Island. Paul holds a number of industry related achievements and degrees and has over 37 years experience serving individuals and small businesses in the tri-state area. Paul’s specialty is working with high net worth individuals.
Do you struggle with making sure your household bills are paid correctly and on time? Did you know that there are options designed to help you stay on track securely and without stress?
In this episode, Larry Heller speaks with Marci Lobel-Esrig, founder and chief executive officer of SilverBills, a concierge bill management company designed to help the elderly age with dignity and security. Marci explains the SilverBills program and how the service works to help individuals decrease their financial stress by automating the payment of their household bills.
What SilverBills is and who they serve
The cost of the service and how it works to assist the elderly with their household bills
How SilverBills can improve your financial wellbeing
Marci founded SilverBills after witnessing the challenges faced by her elderly relatives paying bills on time and correctly. As an accomplished attorney adept at solving complex issues, Marci leads the team at SilverBills which successfully developed a technology solution to the problem of paying bills accurately. Marci has been a practicing attorney for more than 20 years. For approximately 8 years until 2015, she was an in-house attorney for a well-known real estate investment company.
Approximately 15% of people behind the wheel don’t have any automobile insurance coverage.
What happens if you’re injured by one of those people?
Find out in this episode, as Larry Heller speaks with Brian Murphy of Rappaport, Glass, Levine & Zullo LLP. As a personal injury trial attorney, Brian represents individuals all over the New York Metropolitan area who have been catastrophically injured due to the negligence of others. Brian shares real-life accidents and educates you on the value of supplementary uninsured motorist (SUM) coverage.
You will learn:
The most important aspects of auto insurance policies
Real-life situations where SUM coverage can be used
How to find out what your SUM coverage is and how much it costs
Whether SUM coverage is covered under your umbrella policy
About no-fault auto coverage
Listen now to learn about supplement uninsured motorist coverage and how it can protect you!
“You’ve dreamed of retirement for decades, and have even worked hard to save for it. But what will your life look like when you stop working?”
In this episode, join Larry Heller as he speaks with the authors of Retirement Heaven or Hell, Mike Drak and Susan Williams.
Together, Mike and Susan reveal why they’re on a mission to help people understand the opportunities retirement can offer them and how they can create a retirement that works for them. To help you get started, they share ways you can overcome the challenges of retirement to live with more purpose and balance than ever before!
In this episode, you will learn:
Key principles for a happy, secure, and fulfilling retirement
How to transition into retirement successfully and overcome the shock of a sudden, full-stop retirement
How to find value and purpose after retirement
About “retirement rebels”
Tune in now to learn how you can make your retirement your own personal heaven with Mike Drak and Susan Willams!
Are you thinking of settling your divorce out of court? Here’s what you need to know!
In this episode, Larry Heller welcomes Michael Fried, partner at Berkman Bottger Newman & Schein LLP. As an experienced litigator and trial attorney in the field of matrimonial and family law, Michael breaks down three types of dispute resolution services he provides at his matrimonial firm in New York. Plus, he shares his insight on COVID-19’s impact on divorce rates.
In this episode, you will learn:
How the pandemic has impacted divorces
Methods for resolving divorce disputes — and the pros and cons of each
How to select the best process for both parties
How Micheal acts as a “consulting attorney” during the mediation aspect of his practice
Tune in now to discover Michael’s three methods for resolving divorce disputes!
The SECURE Act has changed the way beneficiaries inherit money from IRAs. If you’re a beneficiary, or are trying to set up your beneficiary for success, what does this change mean for you?
Find out in this episode as Larry Heller discusses the new changes to inherited IRAs. He highlights what will happen if you fail to plan around the new IRA rules and reveals what you can do to start planning around these changes today!
In this episode, you will learn:
How the SECURE Act has changed inherited IRAs
3 exceptions to the changes in the SECURE Act
Alternative planning strategies
Listen in to learn how these new restrictions could affect you and your inherited IRA!
Insurance is an ever-changing industry. As a business owner, is it possible that you’re compromising coverage in order to pay the lowest price? Or, perhaps you’re lacking proper coverage without even realizing it.
Today, Ron Rugolo, vice president of Bradley & Parker, joins Larry Heller to discuss the top oversights that business owners tend to make when choosing a commercial insurance provider. Get ready for an information-packed episode that will help you make the best decision possible for your business.
You will learn:
Three important coverages that business owners are not required by law or contract to have
How to deal with cyber security attacks and ransoms
Why price isn’t the main factor to consider when shopping for commercial insurance
What type of industries are best candidates when it comes to the view of their insurance policy
Listen now to learn more about commercial insurance for business owners!