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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Friday Nov 11, 2022
Tax-Saving Strategies Before Year-End with Matthew Taus, CPA, CFP® (Ep. 116)
Friday Nov 11, 2022
Friday Nov 11, 2022
Due to high inflation rates, the ever-changing state of the markets, and many driving factors that have altered the economy, we want to help you save on taxes so that your money can stay safe in YOUR pockets.
In this episode, Larry Heller, CFP®, is joined by Matthew Taus, CPA, CFP®, to talk about strategies businesses, and individuals qualify for, and can use to help them save money on their income tax.
Listen as Matt and Larry discuss:
- How businesses can benefit from a qualified business income deduction
- Not to forget to incorporate recent tax law changes to lower what you owe
- Steps you must take before year end to lower your personal income taxes
- Retirement Plans you can contribute to in order to reduce your taxable income
- And more
Resources:
- Tending Your Investment Strategy with Tax Loss Harvesting (Ep.115)
- Navigating A Bear Market As A Soon-To-Be Retiree (Ep. 111)
- Year-End Planning Recommendations for Retirees (Ep. 98)
Connect With Matthew Taus:
- LinkedIn: Matthew Taus
- Wild, Maney & Resnick, LLC
- Email Matt Taus
- (516) 364-8888
Connect With Larry Heller:
- (631) 248-3600
- Schedule a 20-Minute Call
- Heller Wealth Management
About Our Guest:
After starting his career with KPMG performing audits of large multinational companies Matthew Taus transitioned to financial and tax planning for a diversified group of mid-size business and individuals focusing on advising high wealth clients in the areas of trust, estate and gift tax planning matters.
Matthew is an executive board member of the National Conference of CPA Practitioners and the Estate Planning Council member of the American Institute of Certified Public Accountants Financial Planning Association and New York State Society of CPAs.
He regularly speaks and writes on tax manners for organizations and publications and now he is here to offer his insight on our podcast.
Monday Oct 31, 2022
Tending Your Investment Strategy with Tax Loss Harvesting (Ep.115)
Monday Oct 31, 2022
Monday Oct 31, 2022
The Stock Market is having a down year, and we want to help save you some money on your taxes!
Enter, Tax Loss Harvesting. What is it? It’s an investment strategy that starts with the unrealized losses, and ends with money in your pocket.
In this episode, Larry Heller, CFP®, breaks down why and how you can make unrealized losses into realized losses to save money on income taxes.
Larry discusses:
- The Tax Loss Harvesting Process
- Offsetting Taxable Gains with Losses
- What is a wash sale and why you must avoid
- Carry Forward Losses
- And more
Resources:
Download a Free Copy of Tax Loss Harvesting Checklist
Connect With Larry Heller:
- (631) 248-3600
- Schedule a 20-Minute Call
- Heller Wealth Management
Monday Mar 29, 2021
Episode 82: Investors — Focus on What You Can Control
Monday Mar 29, 2021
Monday Mar 29, 2021
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:
- Asset Allocation
- The importance of a diversified portfolio
- Why it’s essential to have a strategy
- 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
Wednesday Dec 09, 2020
Wednesday Dec 09, 2020
Thinking of selling your home during a divorce?
We recognize that it’s not an easy process, but we are here to help!
In this episode, Larry Heller is joined by David Perry, a licensed real estate broker and Certified Real Estate Divorce Specialist at Brown Harris Stevens. Together, Larry and David address the repercussions and new opportunities for couples who are currently going through a divorce and looking to sell their home.
In this episode, you will learn:
- How David started working with divorcing couples
- How David navigates any disagreements between spouses that come up during the selling process
- Ways that divorcing couples can be better prepared to sell their home
- How COVID-19 is impacting New York’s real estate market, and how that will affect residents who are going through a divorce
- An example of why it’s critical to work with a professional who specializes in divorce when selling your home
- And more!
Tune in now to learn how to sell your home successfully during the divorce process.
Resources: Heller Wealth Management: (631) 293-2806 | Brown Harris Stevens | Email David Perry: (212) 588-5697
Monday Jun 22, 2020
Episode 64 - 7 Financial Steps for Pre-Retirees to Take During COVID-19
Monday Jun 22, 2020
Monday Jun 22, 2020
People’s expenses are being upended as adult kids return home and family members lose income. Banks aren’t paying much for cash. Is it still possible to retire right?
In this episode, Larry Heller brings you seven financial steps to take during COVID-19. These steps are especially important if you’re retired or nearing retirement. Get ready to take notes, take action, and stay on your path to retiring right.
You will learn:
- Seven financial steps to take right now
- A possible solution for earning higher interest on cash
- Why you must know your withdrawal rate to retire right
- Which life factors play a role in determining your withdrawal rate
- Three ways to determine the correct amount to have in cash, bonds, and equities
- And more!
Tune in to learn seven financial steps to take right now!
Resources:
Heller Wealth Management: (631) 293-2806
Monday Mar 23, 2020
SPECIAL UPDATE: COVID-19
Monday Mar 23, 2020
Monday Mar 23, 2020
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty.
Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.
Resources: Heller Wealth Management | (631) 293-2806
Wednesday Dec 04, 2019
Episode 56 — Elder Law is Really Elder Care — With Attorney Brian Tully
Wednesday Dec 04, 2019
Wednesday Dec 04, 2019
Do you have a plan in place to care for your loved ones as they age?
In this episode, Larry Heller is joined by Brian Tully, founder of Tully Law, P.C. and certified elder law attorney, to explain why elder law is really elder care. This discussion covers the extensive service that Brian Tully and his team offer our aging population, which goes beyond traditional estate planning by supporting clients and caregivers as needs shift with age.
In this episode, you’ll learn:
- An explanation of the “elder care continuum”
- What Tully Law, P.C. does to help people plan for care
- The difference in health issues that are covered by Medicare versus long-term care
- The number one tool for sheltering assets to become eligible for Medicaid
- Whether there’s a difference in the quality of care for Medicaid recipients compared to private-pay recipients
- And more!
Tune in now to learn about the level of protection and care Tully Law P.C. can offer your aging loved ones!
Resources: Heller Wealth Management | Tully Law, P.C.
Wednesday Jul 24, 2019
Episode 46 - Live Your Very Best Encore — With Susan Williams
Wednesday Jul 24, 2019
Wednesday Jul 24, 2019
What will keep you feeling zestful, connected, and fulfilled during retirement?
Today, Larry Heller, CFP®, CPA, is joined by guest Susan Williams to discuss the non-financial aspects of retirement. Susan is the founder of Booming Encore, a digital-media hub dedicated to providing information and inspiration to help baby boomers live their very best encore. As an enthusiast for bringing the latest resources to baby boomers, Susan discusses the latest trends in the lifestyles of our aging population and why living purposefully is imperative to our health.
In this episode, you’ll learn:
- Which baby-boomer topics are trending on Booming Encore
- What research is revealing about the health outcomes of retirees who lack purpose
- Inspirational stories of baby boomers who are turning society’s perception of aging upside down
- About the growing popularity of generational travel
- Susan’s key advice for future retirees
- And more!
Tune in now to learn about this robust resource for baby boomers and get inspired to plan for the non-financial aspects of retirement!
Resources: Heller Wealth Management | Booming Encore
Monday Jun 17, 2019
Episode 43 - How to Make Your Business Sellable — With Albert Hakim
Monday Jun 17, 2019
Monday Jun 17, 2019
Your business is likely the largest illiquid asset you own. Have you considered how you will turn it into a liquid asset so you can use it for retirement planning?
Here to shed light on selling your business is Albert Hakim, a Certified Merger and Acquisitions Advisor with Kensington Company. Today, Albert speaks with host Larry Heller about what business owners can do to become exit-ready and how they can make their businesses attractive to buyers.
In this episode, you’ll learn:
- Why an owner’s insistence on wearing all the hats in their business may make it unsellable
- Why Albert believes it’s a sign of trouble if a business owner can’t take six months off
- Examples of how business owners increased their valuation
- Ideas for practices to adopt now that will make it easier to sell later on
- Examples of what may attract acquirers to a certain business
- And more!
Tune in now to learn how to make a smooth business exit so you can retire right!
Resources: Heller Wealth Management | Kensington Company | Albert@Kensingtoncompany.com: (516) 626-2211
Wednesday Feb 27, 2019
Wednesday Feb 27, 2019
What should you do if you get a speeding ticket in New York? Ever wonder how to use your GPS device without getting a ticket? These are some of the big questions Larry Heller answers today with the help of his guest, Michael Block, traffic ticket attorney. Michael explains how to avoid getting ticketed (with a special focus on the all-too-common cell phone tickets), actions to take if you do get ticketed, and what actually happens if the police officer doesn’t show up to court for your traffic trial.
In this episode, you’ll also learn:
- What’s likely to happen after you accumulate 11 points
- What to consider when deciding if you’ll represent yourself in court
- The hidden costs of getting a ticket: Insurance increases and driver assessments
- What is considered to be “improper use of a cell phone” while driving
- How to use your GPS device without getting a ticket
- And more!
Tune in now and learn everything you need to know about getting traffic tickets in NY!
Resources: Heller Wealth Management | Michael Block: Traffic Ticket Attorney