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 we views himself and others.

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

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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 |

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Episode 22 - The Dangers of Investing in Only One Stock

May 8, 2018

Are you investing solely in one stock?

In today’s podcast, Matt Halloran and Larry Heller discuss why some people invest in only one stock and why that singular approach to investing is risky. Listen in as Larry highlights examples of historically successful companies whose stocks have taken a nosedive. If you’ve ever heard that it’s beneficial to diversify your portfolio, but you’re unsure of why and how to do it, this episode is for you.

Tune in as Larry walks you through strategies to diversify your portfolio and minimize risk.

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

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Episode 21 - Divorce: What happens to Your Retirement Accounts?

April 25, 2018

On today's podcast, Larry Heller brings on a guest to discuss the financial considerations that go along with divorcing later on in life.

Who better to discuss this topic with than Gayle Rosenblum, an award-winning matrimonial and family law attorney of Rubin and Rosenblum, PLLC.

In this episode, Gayle and Larry explore the special challenges that older adults face when they’re going through a divorce.

Gayle explains how retirement accounts and assets, like a shared business, can be divvied up between spouses who are divorcing. Gayle also addresses how a divorce can impact Social Security benefits, health insurance, and life insurance.

Tune in and gain some expert advice on the financial side of a golden-year divorce.

Website | LinkedIn | Facebook 

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

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Episode 20 - Strategies To Minimize Income Taxes On Investments

April 16, 2018

Do you want to put more money in your pocket after taxes?  When planning for retirement it is not only wise to include an investment strategy, it is also good to implement strategies to minimize income taxes on that investment strategy.  It is time to take a look at what your taxes are and how they affect your investments.

Learn more in this episode as I take you through some strategies on how to minimize taxes on your investments.

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

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Episode 19 - Stock Market Volatility During Retirement

March 20, 2018

Stock Markets will go up and down over the course of a lifetime. You want to be prepared for these fluctuations, especially in retirement. A steady income stream will help you in a volatile market allowing you to sleep better at night.

In this episode, I share investment strategies to take during retirement to help put you at ease.

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

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Episode 18 - Estate Planning Fundamentals and Estate Planning After the Recent Tax Law Changes

February 27, 2018

Do you know the fundamental pieces to estate planning?  It is critical for everyone to understand what documents are needed, the importance of the documents, techniques needed for estate planning, and how estate planning has been impacted by the recent tax law changes.

Learn more in this episode as I interview a very special guest, Michael Nolan, a Trust and Estate Planning Attorney with offices in Melville and New York City.

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

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Episode 17 - How and When to Use a Roth

February 13, 2018

To understand what a Roth is, we must understand the differences between both a Roth and a traditional IRA. Before you and your advisor decide what’s best for you, it’s important to clearly understand what makes each type of IRA unique.

Learn more in this podcast as I share more about how and when to use a Roth.

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

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Episode 16 - 10 Financial Steps to Take in the New Year

February 2, 2018

In this episode, Larry gives 10 keys to revamping our finances for a successful 2018. Grab a piece of paper and jot down this list of practical tips, which could set you up for the next 10 years and beyond.

Join Larry as he shares his top 10 financial steps for 2018!

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

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Episode 15 - The New Tax Bill - Larry Heller with Michael Kessler, CPA

December 20, 2017

This December will be the month that marks the finalization and voting of the new tax bill. This new tax bill will impact both corporate and personal taxes.  Changes brought about by the tax law are sure to affect different facets of our financial plans, including how we plan for retirement.

Learn more about the new tax bill from Larry Heller and guest Mike Kessler, CPA in this podcast:

 

Guest Speaker:  Mike Kessler, CPA 

Learn more at: Michael J. Kessler, Profitability Consultants Website

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

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