Episode 32 - Bonds: The Underrated Investment Vehicle

October 11, 2018

When people invest, they often forget about bonds and invest solely in stocks. Why is that?

Perhaps most people simply don’t have enough information; Larry Heller has met several clients who didn’t know what bonds were, let alone the advantages of investing in them. If lack of knowledge is the issue, Larry is here to fill the gap.

In this episode, you’ll learn:

  • How bonds work as an investment vehicle
  • Different types of bonds and which ones might be suitable for you
  • The characteristics of bonds
  • How to purchase bonds
  • How to assess the potential for risk before purchasing a bond
  • The difference between taxable and tax-free bonds
  • How and why you should use bonds

Tune in today to learn more about bonds, the underrated investment vehicle!

Resources: Heller Wealth Management



Episode 31 - Choosing the Right Insurance to Weather Life’s Storms—with Guest, Doug Kniffin

October 3, 2018

Many times, it’s only when the going gets tough that people realize they don’t have adequate insurance coverage.

Because of this, Larry Heller is on a mission to provide expert advice about insurance policies.

With the help of his guest, Doug Kniffin, the vice president of The Viking Agency, Larry shares what you need to know about insurance, including:

  • How individuals and businesses can prepare for major storms with insurance
  • Common oversights that homeowners make when they’re selecting policies
  • Beneficial policies that homeowners may not be aware of
  • The importance of having an umbrella policy for assets
  • Two recommended insurance policies for New York business owners
  • And more!

Tune in today and discover insurance policies that could make a world of difference for you, your family, and your business.

Resources: Heller Wealth Management | The Viking Agency, Inc. | Doug Kniffin: 516-496-7711


Episode 30 - Don’t Fall for These Common Misconceptions About Medicaid

September 19, 2018

Do you know the difference between Medicare and Medicaid?

Today, Larry Heller breaks down common misconceptions with the help of Kevin Condon, a lawyer who specializes in elder law estate and long-term care planning.

To help listeners understand the inner workings of Medicaid, Larry and Kevin explain how it differs from Medicare. Then they clear up misconceptions they’ve both encountered with clients, including the belief that you can’t ever qualify for Medicaid if you have too many assets, or that your assets are protected from Medicaid in a revocable trust.

Kevin also outlines why it’s important to plan and protect your assets, even if you don’t think you need to plan for Medicaid. He also discusses the best age to start preparing.

Tune in today for an information-packed episode of helpful tips that will help you better prepare for your retirement.


Heller Wealth Management | Grenier, Humes & Nolan, LLP | Kevin Condon: 631-694-2626 or kcondon@ghnlawgroup.com


Episode 29 - 10 Ways You Can Improve Your Investment Experience

September 6, 2018

Investing can feel stressful when it seems like people we know and media are constantly making predictions about the market. Who can you trust? What information is actually going to help you invest wisely?

Larry Heller is hoping to bring clarity to your investment experience in this episode. By tuning in, you’ll learn 10 guidelines, which includes resisting the urge to outguess the market and practicing smart diversification.

Join Larry as he shares valuable insight backed by scientific data, to help you invest with ease.

Heller Wealth Management - https://hellerwealthmanagement.com/


Episode 28 - Build Your Dream Financial Plan with These Four Pillars

August 20, 2018


In this episode, Larry Heller shares how you can build your ideal financial plan using his four pillars: mindset, strategy, tactics, and progress. These are the key elements that make up the Complete Financial House process that Larry and his team implement with their clients.

Join Larry as he explains how each pillar can support your financial plan, along with what to consider when executing them. Larry also shares his favorite questions to ask clients, what professional athletes can teach us about visualization, and why he’s inspired by Jim Carrey’s story.

Tune in now to learn how you can bridge the gap between where you are now and where you want to be in your financial life.

Heller Wealth Management - https://hellerwealthmanagement.com/

The Complete Financial House - https://hellerwealthmanagement.com/complete-financial


Episode 27 - Five Ways to Optimize Your Finances in the Middle of the Year

August 8, 2018

Have you checked up on your personal finances lately?

In this episode of the Retire Right Podcast, Larry Heller provides an in-depth look at the five financial areas to check at the mid-year mark. From making adjustments after a salary increase, to making the most of the new tax law, Larry covers everything you need to know to ensure your finances are working for you.

Listen now as Larry gives you complete financial advice to help you stay on track for 2018 and beyond.

Heller Wealth Management: https://hellerwealthmanagement.com



Episode 26 - Why Baby Boomers Need to Consider Life Care Management —with Guest, Dan Goldberg

July 24, 2018

In this episode, Larry Heller speaks with Dan Goldberg to discuss what life care managers are and why you should consider hiring one.

Dan Goldberg is the president and managing director of IKOR of the North Shore Long Island, a life care management company for seniors and individuals with disabilities.

With our aging population, it’s more important than ever to consider how you will get the best care for our loved ones when they have special needs or medical issues.

Tune in as Larry and Dan discuss the role of a life care manager, housing options for older adults, along with common misconceptions around how Medicare works.

IKOR of North Shore Long Island | IKOR Global | Heller Wealth Management


Charity Spotlight: Chillin’ With Adam: The Adam Gaynes Foundation

June 21, 2018

In this episode, Larry meets with David Gaynes, co-president of Chillin’ With Adam: The Adam Gaynes Foundation. David and his wife created this non-profit organization in honor of their 11-year-old son, Adam, who passed away after his lifelong battle with a brain tumor. Inspired by Adam’s courage and spirit, Chillin’ With Adam funds projects and programs at hospitals and schools to help make life easier for children and their families who are impacted by brain tumors, cancer, or blood disorders.  

David and Larry share details about the 4th Annual Adam Gaynes Golf, Tennis and Spa Day at Cold Spring Country Club, on Thursday July 12, 2018. Tune in and find out where you can purchase tickets and how you can raise funds.

David also explains how your donation to Chillin’ with Adam will make a difference in the care, comfort, and eventual cure for children diagnosed with brain tumors and other diseases. Your generosity will help Adam’s strength, courage, and spirit live on.


Adam Gaynes Foundation: Chillinwithadam.org

Register here for the 4th Annual Adam Gaynes Golf, Tennis and Spa Day

For more information, watch this YouTube video on the Adam Gaynes Foundation


Episode 24 - An Introduction to Friendship Force International—With Guest, Ivan Ziegler

June 15, 2018

In this episode, you’ll meet one of Larry’s clients, Ivan Ziegler, the Long Island Chapter President of Friendship Force International.

Friendship Force International is a non-profit cultural organization that focuses on promoting understanding, cultural education, and citizen diplomacy through homestay journeys and personal friendships. By bringing together people from different cultures and backgrounds, the organization hopes to create mutual respect and even lifelong friendships.

Tune in as Ivan shares stories about hosting tourists and explains how these experiences have shaped how he views himself and others.

Heller Wealth Management Friendship Force International | Friendship Force, Long Island, New York, Chapter


Episode 23 -  What Will You Do with Your Home During Retirement?

May 23, 2018

Today, Larry Heller and Matt Halloran discuss housing and financial strategies for retirees. Since your house is a significant asset, it’s important to consider what you’d like to do with your home once you retire.

Will you stay in your home for a period of time or move right away? Will you convert your home equity line to a traditional mortgage? Which financing options are suitable for retirees who will carry a mortgage? These are only a few of the questions that Larry answers in this episode.

Join Larry as he expertly guides you through various options. Complete financial advice equals complete peace of mind.

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management |