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.


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.


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.


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.


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!


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


Episode 14 - Creating an Investment Portfolio for a Successful Retirement

December 14, 2017

When transitioning from working to retirement there needs to be a change in our investment portfolio. This is because during retirement, the investment portfolio becomes a source of income, meaning you will draw money from it. It’s important to have a portfolio setup so you can stay on track during the course of your retirement.

Learn more about creating an investment portfolio for retirement in this podcast:


Episode 13 - Does Your Advisor Do This? Strategies to Optimize After a Tax Return

December 5, 2017

While it’s valuable to build wealth, it’s also equally important to keep your money. Taxes are one of the key things that we should account for in doing so. The more you can save on taxes, the more money you can potentially earn. It’s important for your financial advisor to look at all strategies available to help optimize tax and ensure you’re keeping most of your money intact.  

Learn more about tax optimization in this podcast:


Episode 12 - The Social Security Conundrum Part 4: Divorcees and Widows / Coordinating Benefits with Other Assets and Income Streams

December 5, 2017

Survivor and Divorce benefit options are one of the largest aspects of Social Security that most people do not understand.  Those who are eligible for the benefits may miss out on a lot of value, as they are not aware of the benefits and what they are entitled to. Larry shares more on understanding the benefits and how to efficiently maximize your Social Security.

Learn more about the Social Security conundrum series in this podcast:


Episode 11 – The Social Security Conundrum – Part 3: Innovative Ways to Coordinate Benefits with Your Spouse

November 29, 2017

Maybe you're planning to apply for Social Security today, a year from now, or 10 years from now. Will you and your spouse know how to maximize its potential benefits? There's a lot to know, but Larry spells it all out in his latest podcast.

Listen in as Larry explains innovative ways that you can coordinate Social Security benefits with your spouse: