Tag Archives: Stock Market

2022 FEATURE

What You Need To Know About Retiring in a Recession (Ep.112)



If you’re thinking about retiring, but the recession has you worried, have no fear, with proper planning, you can make decisions that are right for you.

What types of things should you be reviewing with your financial advisor when the economy looks like it is headed into a recession?

In this episode, Larry Heller, CFP® discusses how you can make an educated decision when deciding whether your retirement plan is fit for the costs of a recession.

Larry discusses: 

  • The importance of knowing your retirement expenses prior to retiring
  • How to know if your retirement plan is compatible with a recession
  • The analysis you can do on your retirement plan to strengthen it against inflation
  • What you can do if you are forced to retire
  • And more

Resources: 

Connect With Larry Heller CFP®:

 


2022 FEATURE

Navigating A Bear Market As A Soon-To-Be Retiree (Ep.111)



You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought.

A bear market can cause you to make knee-jerk reactions that can affect your retirement plan. 

In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.

Larry discusses: 

  • How to find out your risk tolerance in a bear market
  • How you can review and rebalance your asset allocation during a bear market
  • What you should be doing with your cash right now
  • Ways to remain calm when your portfolio continues to go down
  • And more

Resources: 

Connect With Larry Heller:


Do NOT USE

93. The Boring Investor: Why Boring Can Be Better for Investors



Why is boring sometimes better when it comes to investing?

Find out in this episode, as Larry Heller explains why boring can be better when it comes to investing. Plus, discover how “boring” compares to the things that people typically want to talk about with investing.

Larry discusses: 

  • Why boring can be better when creating a investment strategy
  • Mutual funds versus individual stocks
  • Benefits of being a boring investor
  • And more

Connect With Larry Heller:


Do NOT USE

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