Tag Archives: Marriage

FEATURE

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

Financial Planning, Financial Strategies, Larry Heller, Life Unlimited, Retirement, Retirement Planning, , , , , , , , , , , ,

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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?”.



FEATURE

Navigating The Myriad of Tasks After The Loss of a Loved One with Ronnie Genser (Ep.113)

Financial Planning, Financial Strategies, Larry Heller, Life Unlimited, Retirement, Retirement Planning, , , , , , , , , , , , ,

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One of the last things you want to worry about when you lose a loved one are the numerous non-financial tasks after the loss of a loved one.

Unfortunately, this is the reality for a lot of people.

In this episode, Larry Heller invites Ronnie Genser, President at Bereavement Navigators, to discuss all you need to know when it comes to navigating the myriad of taxes after the loss of a loved one, especially a spouse.

Ronnie discusses: 

  • How the loss of a loved one impacted her career and finances
  • How to prepare for the loss of a spouse from a non-financial standpoint
  • What inspired her to found Bereavement Navigators, a company that helps widows and widowers navigate the myriad of non-legal and non-legal and non-financial aspects of losing a loved one
  • How to navigate Social Security for the deceased without the headache
  • And more

Resources: 

Connect With Ronnie Genser:

Connect With Larry Heller:

About Our Guest:

Ronnie Gensers’ professional background includes over 20 years in international and domestic sales, marketing, training and consulting.

Unfortunately, Ronnie’s successful career path took an unexpected turn after the sudden death of her husband. The things Ronnie learned about what she needed to do after her husband’s death include how to organize the numerous and unexpected tasks and the resources she found and the tips she learned. She now shares her work as a Bereavement Navigator with widows, widowers, adult children, and other relatives who have lost loved ones.