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The newly passed SECURE Act introduces a host of changes that will impact the majority of pre-retirees. Do you know what this new bill means for your retirement plan?

In this episode, Larry Heller unpacks the SECURE Act with Sal Albanese, the founder of a full-service CPA firm called Salvatore Albanese & Company LLC. Together, they walk you through what options the act has given and taken away from employers and employees.

In this episode, you’ll learn:

• What changes have been made to safe harbor 401(k) plans
• How the SECURE Act incentivizes employers to set up new pension plans for employees
• Why the increased required minimum distribution (RMD) age presents more planning opportunities
• What changes apply to heirs of IRAs — and what the exceptions are
• Planning strategies to consider in response to the act’s most significant changes
• And more!

Tune in now to learn about the SECURE Act’s biggest changes for pre-retirees and how they might affect you!

Resources:

Heller Wealth Management | Salvatore Albanese and Company LLC

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Larry Heller is very proud of the team he’s built at Heller Wealth Management. Have you had a chance to meet the talented professionals who will help you retire right?

In this special episode, Larry Heller turns the mic over to his team. Meet wealth managers Greg Moss and Belinda Tsui, Joanna Grace in client services, and Megan Harding, administrative coordinator. They share what they do for clients, how their roles have evolved, their best piece of financial advice, and more!

In this episode, you’ll learn:

• How Greg’s preoccupation with money as a kid launched him on the path to his career
• Why Belinda believes that financial planning is important
• About the invaluable skills that Joanna brings to the team
• What piece of financial advice has become even more meaningful to Megan during her time at Heller Wealth Management
• And more!

Tune in now to meet the talented team that can put you on the path to retiring right!

Resources:  Heller Wealth Management 

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There’s no better time than the start of a new year to learn top financial tips. This is the time when many are not only setting goals for the year, but you also have the entire year to implement them!

In this episode, Larry Heller walks you through his top 10 financial planning tips for 2020. This is a highly practical and tip-filled episode that will have you taking notes and feeling prepared to boost your planning strategies and savings this year. 

In this episode, you’ll learn:

• Recommendations for apps and software that can help you to budget and save
• Ideas for making automatic contributions to your savings account
• Why Larry believes that contributing to 401(k)s, profit-sharing plans, and IRAs are the best ways of saving for retirement
• How much you can now contribute to a 401(k) if you’re over 50
• And more!

Tune in now to learn Larry’s top 10 financial planning tips for 2020!

Resources:  Heller Wealth Management | Episode 51: Here’s What You Need to Know About Your Credit in Retirement — With Guest, Leslie H. Tayne

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Did you know that humans are almost exclusively made up of water molecules? Considering that we exchange energy on a molecular level with people all the time, how can we stay centered, create our best energy, and use it to effect positive change?

In this episode, Larry Heller gets to the core of these questions with guest Donna Martini, a wellness activist, writer, coach, speaker, and cartoonist who educates the public about love, forgiveness, and everything wellness. This conversation is a must-listen for anyone who wants to use their energy to effect positive change in their interactions while harnessing their best mindset and emotional state. 

In this episode, you’ll learn:

• The definition of “positive manipulation” and how it works
• How to take ownership of your energy when you’re around people who are in a negative mood
• About Donna’s new book, “Mighty Mantras,” and its unexpected mascot
• An example of a mantra that you can use when feeling anxious
• How workplace environments shift once people understand their potential to create change
• And more!

Tune in now to learn how you can use your energy to create positive changes within yourself and others!

Resources:  Heller Wealth Management | MantraMouse | Contact Donna

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We’re hitting all-time highs in all of the indexes, which means the market’s valuations are high. As an investor, you might be asking yourself, “Where do I go from here?”

In this episode, Larry Heller talks about the urge many investors are having to get out of the market and “go back in after a correction”— a plan that has all the hallmarks of

trying to time the market. Listen to this timely conversation as Larry uncovers what you should know about the current state of the market and what to do when it eventually drops. 

In this episode, you’ll learn:

• Why investors think they should try timing the market
• Whether investment advisors can truly predict the market
• Ways investors are impacted emotionally by the market’s ups and downs 
• Eight actions to take during this current market valuation
• Four things to do when the market eventually drops
• And more!

Tune in now to discover what to do (and not do) during this current stock market valuation!

Resources:  Heller Wealth Management