Tag Archives: Larry Heller

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94. How Climate Change Can Impact Home Insurance with Paul Wickel



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.

Paul discusses: 

  • 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
  • And more

Connect With Paul Wickel:

Connect With Larry Heller:

About Our Guest: 

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.

 


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92. The SilverBills Solution to Bill Payment With Marci Lobel-Esrig



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.

Marci discusses: 

  • 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
  • And more

Connect With Marci Lobel-Esrig:

Connect With Larry Heller

About Our Guest:

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. 


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Episode 83 – Why Everyone Should Have Supplementary Uninsured Motorist Coverage — With Attorney Brian Murphy



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
  • And more! 

 Listen now to learn about supplement uninsured motorist coverage and how it can protect you! 

Resources:  Heller Wealth Management: (631) 293-2806 | Email Larry | RGLZ Personal Injury Law: (631) 293-2300 | Email Brian Murphy


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Episode 81 – Retirement Heaven or Hell: Which Will You Choose? — With Authors Mike Drak And Susan Williams



“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” 
  • And more!

Tune in now to learn how you can make your retirement your own personal heaven with Mike Drak and Susan Willams!

Resources:  Heller Wealth Management: (631) 293-2806 | Email Larry | Retirement Heaven or Hell | Mike Drak | Susan Willams


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Episode 79 – Three Methods For Resolving Divorce Disputes — With Attorney Michael Fried



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
  • And more!

Tune in now to discover Michael’s three methods for resolving divorce disputes! 

Resources:  Heller Wealth Management: (631) 293-2806 | Email Larry | Berkman Bottger Newman & Schein LLP: (212) 867-9123


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Episode 78 – Inherited IRAs are a Ticking Tax Bomb. Here’s What You Can Do



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
  • And more!

Listen in to learn how these new restrictions could affect you and your inherited IRA!

Resources:  Heller Wealth Management: (631) 293-2806 | Email Larry


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Episode 77 — What Has 2020 Taught Us? Four Valuable Lessons We Will Take Into 2021



The start of a new year provides the opportunity to sit down and reflect on the lessons we’ve learned over the past 12 months. 

Join Larry Heller as he reflects on 2020 and shares the top four lessons he’s learned along the way. Larry also reveals how you can apply these takeaways to the challenges you may face in 2021. 

In this episode, you will learn: 

  • How to plan for the unexpected 
  • Why you should be grateful for what you have
  • The significance of asking for and offering help 
  • And more!

Tune in now to discover the lessons 2020 taught us that can guide you through this year! 

Resources:  Heller Wealth Management: (631) 293-2806 | Email Larry


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Episode 76 – What Business Owners Need to Know About Their Commercial Insurance Coverage –– With Ron Rugolo



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 
  • And more!

Listen now to learn more about commercial insurance for business owners! 

Resources:  Heller Wealth Management: (631) 293-2806 | Bradley & Parker : (631) 650-4014


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Episode 75 – Celebrating 75 Episodes of Retire Right



Today, Larry Heller is celebrating a milestone — one that has taken us all on a journey towards a more prosperous financial future and second act of life!

In this episode, join Larry as he celebrates the release of his 75th episode of Retire Right. In honor of this milestone, Larry highlights some of the best episodes and the amazing guests he’s had thus far and gives us a glimpse at what we can expect from upcoming episodes! 

In this episode, you will learn: 

  • How Larry finds his passion for educating listeners
  • An overview of successful guests and topics that have been on this podcast 
  • Sneak peeks of future episodes and guests coming up in 2021
  • About Larry’s new podcast format and webinars 
  • And more!

Join Larry today for a walk down memory lane as we celebrate the 75th episode of Retire Right!

Resources: Heller Wealth Management: (631) 293-2806  


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Episode 74 – Selling Your Home During a Divorce? Here’s What Couples Need To Know –– With David Perry



Thinking of selling your home during a divorce? 

We recognize that it’s not an easy process, but we are here to help! 

In this episode, Larry Heller is joined by David Perry, a licensed real estate broker and Certified Real Estate Divorce Specialist at Brown Harris Stevens. Together, Larry and David address the repercussions and new opportunities for couples who are currently going through a divorce and looking to sell their home. 

In this episode, you will learn: 

  • How David started working with divorcing couples 
  • How David navigates any disagreements between spouses that come up during the selling process
  • Ways that divorcing couples can be better prepared to sell their home
  • How COVID-19 is impacting New York’s real estate market, and how that will affect residents who are going through a divorce
  • An example of why it’s critical to work with a professional who specializes in divorce when selling your home
  • And more!

Tune in now to learn how to sell your home successfully during the divorce process. 

Resources:  Heller Wealth Management: (631) 293-2806 | Brown Harris Stevens | Email David Perry: (212) 588-5697