Tag Archives: Law

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?”.




2022 FEATURE

What You Need to Know About Fiduciary Duty Claim For Financial Professionals With Stephen Brodsky (Ep.103)



What is a fiduciary? Investment advisors, financial advisors, and wealth managers can all adhere to different legal obligations. But how do those duties differ between different types of financial professionals?

In this episode, Larry Heller, CFP®, welcomes Stephen Brodsky, Esq., a corporate partner as they explore fiduciary duties in the financial industry. Stephen helps to simplify the legal terms used by financial professionals to give you a better understanding of their duties.  Larry and Stephen discuss whether all financial advisors should be a fiduciary. Why and why not?

Stephen discusses:

  • What a fiduciary is in practical terms
  • What a Regulatory Best Interest (Reg BI) is and what it means
  • How his chapter in “Fiduciary Duty Claims Involving Investment Advisers and Other Financial Professionals” helps to clarify this often-confused part of the financial world
  • And more

Resources: 

Connect With Stephen Brodsky:

Connect With Larry Heller:

 

About Our Guest:

Stephen Brodsky is a litigation and corporate partner with Mazzola Lindstrom LLP in New York City. He represents private companies, business owners, and executives in their business dealings and disputes. His practice is a mix of outside general counsel representation, transactional work, and complex commercial litigation. He spent the first half of his career in “big law” and has practiced for over twenty-five years. Outside of his practice, he serves in leadership positions both in the American Bar Association and New York State Bar Association. Stephen is also the author of a Chapter in a recently published Book discussing Fiduciary Duty Claims Involving Investment Advisers and other Financial Professionals.