Tag Archives: #Process

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Episode 84 – Five Common Mistakes to Avoid When Planning for Retirement



Many retirees underestimate the risks associated with their investments and financial plans, which can result in costly mistakes that could have easily been avoided if they had adequately planned for retirement.

To help you avoid making common retirement planning mistakes, in this episode, Larry Heller, CFP® reveals five key planning mistakes and shares tips for avoiding them so that you can Retire Right!

You will learn:  

  • How effective planning prepares you for retirement success 
  • Why you shouldn’t underestimate your investing risks
  • The importance of updating your documents and plans
  • And more! 

 Listen in to discover the five retirement mistakes you should avoid while preparing for retirement!

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


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Episode 82 – Investors — Focus on What You Can Control



When it comes to investing, you don’t need to time the stock market to be successful.   

In this episode, Larry Heller, CFP® shares his insight and expertise about investing in the stock market. He explains why you should avoid worrying about short-term market fluctuations which you cannot control. Instead, you should focus on areas that are within your control for the best results. 

You will learn:  

  • Why you shouldn’t try to time the market 
  • 8 areas you can control when it comes to investing such as: 
    1. Asset Allocation 
    2. The importance of a diversified portfolio 
    3. Why it’s essential to have a strategy 
    4. Rebalancing  
  • And more! 

 Tune in today to gain valuable insight on how you can make better decisions when investing in the stock market! 

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


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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 80 – Understanding the client experience when working with Heller Wealth Management



What can you expect when working with us? 

Find out in this episode, as Larry Heller guides you through the process he and his team use at Heller Wealth Management! 

To help you get an idea of what working with his team will look like, Larry shares detailed insight on how they transform your vision into a financial plan and investment strategy that will help you achieve your financial aspirations and goals. 

In this episode, you will learn: 

  • What our goal is when working with clients
  • Our step-by-step onboarding process
  • The importance of tax planning
  • Why you need accurate documentation
  • And more!

Tune in now to find out what you can expect when working with us at Heller Wealth Management!