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In today’s episode, Larry Heller speaks with Philipp Meyer-Brauns of Dimensional Funds Advisors. As a senior researcher, Philipp conducts empirical asset pricing research, and today, he’s joining Larry to unpack what exactly Dimensional Fund Advisors is all about and why their trading style is so unique.

In this episode, you’ll learn:

• The origin of Dimensional Fund Advisors
• What differentiates Dimensional Fund Advisors and how they manage funds
• The three-factor model and how it works
• How their investment philosophy differs from active and passive managers
• The other types of trading strategies Dimensional Fund Advisors uses
• And more!

Tune in now to learn all about Dimensional Fund Advisors and their unique trading style! 

Resources:  Heller Wealth Management |  Dimensional Fund Advisors

 

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Will your retirement be the ride of your life? Or will you simply chug along, going through the motions?

Larry Heller hopes you will love retired life. In this special episode, Larry is joined by one of his clients: a retiree named Mike Kmeth, a shining example of someone who is having a happy retirement. Long an enthusiast of model trains, Mike is enjoying his role as president of the Long Island Garden Railroads Railways Society. Today, he’s sharing his deep knowledge of model trains and why he is so passionate about the club.

In this episode, you’ll learn:

• How Mike’s interest in trains began
• The history of model trains’ four power sources
• Why Mike and his wife decided to join the Long Island Garden Railroads Railways Society
• How often the club meets, what events they hold, and what Mike’s responsibilities are as president 
• And more!

Tune in now to hear a fun example of a happy retirement and, of course, to learn more about model trains!

Resources:   Heller Wealth Management | Long Island Garden Railroads Railways Society

 

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What will keep you feeling zestful, connected, and fulfilled during retirement?

Today, Larry Heller, CFP®, CPA, is joined by guest Susan Williams to discuss the non-financial aspects of retirement. Susan is the founder of Booming Encore, a digital-media hub dedicated to providing information and inspiration to help baby boomers live their very best encore. As an enthusiast for bringing the latest resources to baby boomers, Susan discusses the latest trends in the lifestyles of our aging population and why living purposefully is imperative to our health. 

In this episode, you’ll learn:

• Which baby-boomer topics are trending on Booming Encore
• What research is revealing about the health outcomes of retirees who lack purpose
• Inspirational stories of baby boomers who are turning society’s perception of aging upside down
• About the growing popularity of generational travel
• Susan’s key advice for future retirees
• And more!

Tune in now to learn about this robust resource for baby boomers and get inspired to plan for the non-financial aspects of retirement! 

Resources:  Heller Wealth Management | Booming Encore

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Would you ever make a big move to a tax-free state like Florida? 

Now more than ever, people are leaving New York State for tax-free states only to discover that their residency, for tax purposes, hasn’t changed.

Tax rules around residency can be complex and ambiguous, but today’s guest brings clarity to the subject. CPA and tax attorney Karen J. Tenenbaum is the founder and managing partner of Tenenbaum Law, P.C., which focuses its practice on the resolution of IRS and New York State tax controversies. In this episode, Karen fills Larry Heller in on how the residency rules work in New York State, what to expect if you get audited, and options for resolving a tax matter.

In this episode, you’ll learn:

• Which lifestyle factors will increase your likelihood of being audited
• How your residency is determined
• Why New York’s tax rules affect high-net-worth individuals the most 
• How New York State calculates the days for the 183-day requirement
• How to protect and defend yourself at an audit
• And more!

Tune in now to learn how your residency is determined and actions to take if you get audited.

Resources:  Heller Wealth Management | Tenenbaum law, P.C.: (631) 465- 5000 | e-book: Surviving a New York State Residency Audit| ktenenbaum@LItaxattorney 

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In this podcast, Larry shares insight on the Social Security benefits to help clear up the misunderstandings people commonly have.  This four-part series will help you understand the ins and outs of Social Security, including eligibility, when to collect, and what to collect.

Learn more about Social Security in this podcast with Larry Heller, as he discusses the first part of the four-part series:

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management

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Larry shares more on the Fourth Pillar of the Complete Financial House – Progress. A financial planner will help you set a strategy and game plan towards your goal, although sometimes it’s hard to stay on track with plans we’ve put in place. Having a planner who is fully dedicated to the plan is recommended. We also want to keep looking at the plan regularly and have short-term goals we can meet outside of the long-term plan. This way, we can see our progress and be sure that we are going in the right direction.

Learn more about the Fourth Pillar of the Complete Financial House in this podcast:

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management

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When it comes to retirement, you must put several strategies in place that are quite different compared to when you were working. Here we have planning tactics that can be a benefit to everyone preparing to build a complete financial house.

All of these tactics are intertwined. One of the best things you can do to implement these strategies is to work with an expert such as a wealth advisor to really specialize and focus on this. Some experts focus on only one of these tactics, but it’s best to find someone who can implement all of them. Since they are intertwined, working with someone who has experience and education in these areas can make things much more efficient.

Learn more about the third pillar in this podcast:

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management