The Retire Right Podcast
Episode 56 — Elder Law is Really Elder Care — With Attorney Brian Tully

Episode 56 — Elder Law is Really Elder Care — With Attorney Brian Tully

December 4, 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.

Episode 46 -  Live Your Very Best Encore — With Susan Williams

Episode 46 -  Live Your Very Best Encore — With Susan Williams

July 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

 

Episode 43 -  How to Make Your Business Sellable — With Albert Hakim

Episode 43 - How to Make Your Business Sellable — With Albert Hakim

June 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

Episode 38 -  Everything You Need to Know About Traffic Tickets in New York — with Guest Michael Block

Episode 38 -  Everything You Need to Know About Traffic Tickets in New York — with Guest Michael Block

February 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