Life Unlimited
Life Unlimited. With Larry Heller, CFP®. Your life. Your way. How financial resilience can let you live it – for life. While money matters, being able to pursue the things that enrich our individual lives also matters. Having the financial resilience to live life without limits is just one of the wide range of subjects discussed on the ‘Life Unlimited’ podcast. Join Larry Heller, certified financial planner and president of Heller Wealth Management, as he covers topics from tax tips to investment strategies, to healthy lifestyle practices, and trekking the globe!
Episodes
September 27, 2023 • 22 mins
What happens after you retire or sell your business? Today’s guest, Jerome Myers is certain that you will fall victim to the ‘founder exit paradox’ and experience feelings of uncertainty and loss of purpose. In this episode, Larry Heller, CFP®, CDFA ® chats with Jerome about why many business owners suffer an existential crisis after …
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September 13, 2023 • 24 mins
Many people are afraid to spend money during retirement because they worry they will run out, but in actuality, many people aren’t spending enough! In this episode, Larry Heller, CFP®, CDFA® provides insight and education surrounding how much you can afford to spend once you retire. Listen as he highlights what you need to consider …
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August 23, 2023 • 27 mins
Life happens – plans get changed, good weather turns to bad, and luggage gets lost. In this episode of Life Unlimited, Larry Heller, CFP®, CDFA shares his story about his experience with a notable airline company and how his situation could have been made better with one simple thing: communication. Larry chats with his long-time …
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August 9, 2023 • 19 mins
In today’s episode, Lisa Zeiderman, Esq., CDFA®, CFL™, and Managing Partner at Miller Zeiderman LLP, sheds light on the complexities and processes of divorce, particularly when it occurs later in life. This episode offers essential guidance to effectively navigate the challenges that may arise when dealing with shared assets and liabilities, the emotional strain of …
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Today’s guest, Andrew Hatherley, CDFA®, CRPC® is the founder and CEO of Wiser Divorce Solutions, LLC and Transcend Retirement, LLC. After going through a divorce at 52, Andrew realized that there was a niche that wasn’t fully being attended to; people who are divorcing later in life. In this episode, Larry Heller, CFP®, CDFA® gets …
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July 12, 2023 • 20 mins
Unfortunately, none of us truly anticipates the possibility of being thrust into the realm of widowhood. Join host Larry Heller, CFP®, CDFA® as he guides widows and widowers through the essential steps you should be taking as the surviving spouse. In this episode of Life Unlimited, Larry discusses crucial steps to effectively manage your inherited …
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June 28, 2023 • 33 mins
Prepare for an insightful exploration of the deep emotional connection between money and relationships in this thought-provoking episode. Larry Heller, CFP®, CDFA®, is joined by esteemed podcast host and founder of the Financial Dignity Movement, Christine Luken. With her expertise in coaching high-earning professionals, business owners, and divorcees to overcome overwhelming debt and achieve remarkable …
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From selling a business to retirement planning, partnership negotiations, divorce proceedings, and estate planning, there are many reasons why someone would need a business valuation. Although the empirical data has vastly improved since the early days in this field, professionals still prioritize understanding each business individually and utilize several different valuation approaches including market, cost, …
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May 24, 2023 • 27 mins
The lack of risk assessment in some investment types can lead people to overlook potential risks until a negative outcome occurs. With the current state of several regional banks such as Silicon Valley Bank, it is becoming increasingly important to understand and manage financial risks pertaining to cash and other investments. In this podcast episode, …
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People with disabilities may face challenges when engaging in everyday activities. However, participating in competitive sports can be even more daunting for them. What can we do to provide them with the necessary support? Join us in this release as Larry Heller, CFP®, CDFA®, sits down with Caroline Gaynor, Vice President, Relationship Director & Investment …
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April 26, 2023 • 24 mins
We all dream of those golden years when we can kick back and enjoy our retirement, knowing we have worked extensively for the money now used in retirement. But getting to that point requires a series of different checkpoints that will determine if you are truly ready to retire with confidence. In this episode, Larry …
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April 12, 2023 • 32 mins
From divorces and inheritance disputes, to fraud investigations and business partnerships gone sour, there are a number of reasons you may want to consider hiring an expert financial investigator. In this episode, Larry Heller, CFP®, sits down with Philip Segal, author of The Art of Fact Investigation: Creative Thinking in the Age of Information Overload, …
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March 22, 2023 • 21 mins
With the emergence of the new SECURE (Setting Every Community Up For Retirement Enhancement) Act 2.0, there are upwards of 100 different changes made that will affect the onset and process of your retirement. The one in the hot seat today is the RMD (Required Minimum Distribution) age change. In this episode, Larry Heller, CFP®, …
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Most people don’t prepare for a divorce before they get married. In most divorces, property that was acquired during the marriage is subject to division between the spouses depending on a number of factors. Dividing assets and understanding how they are calculated post-separation is a crucial step in the divorce process. A QDRO can be …
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When today’s guest witnessed her 5-year-old daughter squeal with delight by inserting a quarter into a vending machine, she knew she had to instill proper financial habits, and fast. Did you know that by the age of seven, most children have built their foundation for how they view, and spend money? To help ward off …
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February 8, 2023 • 20 mins
Calling all women!! Are you currently in a position where your partner manages your finances and you have no idea what they are? Then it’s time for you to get more involved in these conversations. Being aware of your assets and investments while truly understanding all of your finances is more important than ever. It …
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January 18, 2023 • 22 mins
A Cash Balance Plan allows you to put away larger amounts than a traditional defined contribution retirement plan. In this episode, Larry Heller, CFP®, is joined by David Yackel from Pension Review Services to talk about all things cash balance planning. David discusses: How a cash balance plans differ from your traditional defined contribution retirement accounts …
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January 11, 2023 • 21 mins
When life feels like it is running faster than you can handle, don’t you wish that you had some sort of manual to keep your life in check? Organizing your finances can help you avoid late fees and missed payments, and help you reduce stress and free up your time to do things you enjoy. …
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December 21, 2022 • 23 mins
To avoid worrying about day-to-day stock market volatility, it might be a good idea to start investing with the reservoir strategy. Turn off the media, stop listening to those so-called experts that make short term predictions in the stock market. Have a plan in place especially when you are withdrawing money to create an investment …
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December 7, 2022 • 25 mins
Do you have trouble seeing clearly? Low vision refers to anything less than 20/20, accompanied by some sort of blur, or loss of vision. To help correct it, there are a number of helpful solutions available, such as different types of lenses, adjusting your diet, reviewing your overall health and bloodwork with your family doctor …
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