Retire Right

Retire Right

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

July 23, 2021 21 min
Asset allocation is one of the most important concepts for investors to grasp.  That’s why one of the most-asked investment questions is, “How can we achieve optimal asset allocation, particularly during retirement?” In this episode, Larry Heller addresses some of your questions and fears about asset allocation for retirees. He provides sound advice on your … Continue reading 89. Determining the Optimal Investment Asset Allocation ...
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As New York gradually reopens and restrictions begin to lift, many people are wondering how soon they can resume traveling, how safe travel will actually be, and what needs to be considered before booking their next trip.  Today, Larry Heller speaks with Gary Portuesi, a travel consultant and the managing director and owner of Authentic … Continue reading 88. How to Travel in a Post-Pandemic World — With Gary Portuesi of Authentic...
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As you age, many things will change, including your health. How can you stay healthy and active so you can enjoy the retirement you’ve worked so hard to achieve? Find out in this episode, as Larry Heller speaks with Christine Rosenbloom, President of Chris Rosenbloom Food & Wellness Services, LLC. Christine discusses the benefits of … Continue reading 87. Healthy Aging Tips: Food And Fitness After 50 With Author Christine Rosen...
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According to a 2019 study by GOBankingRates, 73% of Americans have not had a conversation about finances with their aging parents. Meanwhile, 23% have tried to approach the subject, but their parents refused to engage in the conversation. Furthermore, 19% are afraid to bring up the subject at all, and 17% believe talking about money … Continue reading 86. Having the Money Talk With Your Parents →
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Are you a baseball fan? If yes, then this is an episode you won’t want to miss! Join Larry Heller as he sits down with longtime client and baseball historian, Ira Dornstein. Ira Dornstein takes you on a journey through baseball’s history, including unforgettable moments and insider information you may not find anywhere else!  You … Continue reading Episode 85 – The History of Baseball: Where It All Began →
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Many retirees underestimate the risks associated with their investments and financial plans, which can result in costly mistakes that could have easily been avoided if they had adequately planned for retirement. To help you avoid making common retirement planning mistakes, in this episode, Larry Heller, CFP® reveals five key planning mistakes and shares tips for … Continue reading Episode 84 – Five Common Mistakes to Avoid When Pla...
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Approximately 15% of people behind the wheel don’t have any automobile insurance coverage. What happens if you’re injured by one of those people?  Find out in this episode, as Larry Heller speaks with Brian Murphy of Rappaport, Glass, Levine & Zullo LLP. As a personal injury trial attorney, Brian represents individuals all over the New … Continue reading Episode 83 – Why Everyone Should Have Supplementary Uninsured Motorist Cov...
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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 … Continue reading Episode 82 – Investors — Focus on What You Can Control →
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“You’ve dreamed of retirement for decades, and have even worked hard to save for it. But what will your life look like when you stop working?” In this episode, join Larry Heller as he speaks with the authors of Retirement Heaven or Hell, Mike Drak and Susan Williams.  Together, Mike and Susan reveal why they’re … Continue reading Episode 81 – Retirement Heaven or Hell: Which Will You Choose? — With Authors Mike Drak And Susan Willi...
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What can you expect when working with us?  Find out in this episode, as Larry Heller guides you through the process he and his team use at Heller Wealth Management!  To help you get an idea of what working with his team will look like, Larry shares detailed insight on how they transform your vision … Continue reading Episode 80 – Understanding the client experience when working with Heller Wealth Management →
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Are you thinking of settling your divorce out of court? Here’s what you need to know!  In this episode, Larry Heller welcomes Michael Fried, partner at Berkman Bottger Newman & Schein LLP. As an experienced litigator and trial attorney in the field of matrimonial and family law, Michael breaks down three types of dispute resolution … Continue reading Episode 79 – Three Methods For Resolving Divorce Disputes — With Attorney Mich...
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The SECURE Act has changed the way beneficiaries inherit money from IRAs. If you’re a beneficiary, or are trying to set up your beneficiary for success, what does this change mean for you?  Find out in this episode as Larry Heller discusses the new changes to inherited IRAs. He highlights what will happen if you … Continue reading Episode 78 – Inherited IRAs are a Ticking Tax Bomb. Here’s What You Can Do →
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The start of a new year provides the opportunity to sit down and reflect on the lessons we’ve learned over the past 12 months.  Join Larry Heller as he reflects on 2020 and shares the top four lessons he’s learned along the way. Larry also reveals how you can apply these takeaways to the challenges … Continue reading Episode 77 — What Has 2020 Taught Us? Four Valuable Lessons We Will Take Into 2021 →
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Insurance is an ever-changing industry. As a business owner, is it possible that you’re compromising coverage in order to pay the lowest price? Or, perhaps you’re lacking proper coverage without even realizing it.  Today, Ron Rugolo, vice president of Bradley & Parker, joins Larry Heller to discuss the top oversights that business owners tend to … Continue reading Episode 76 – What Business Owners Need to Know About Their Comme...
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Today, Larry Heller is celebrating a milestone — one that has taken us all on a journey towards a more prosperous financial future and second act of life! In this episode, join Larry as he celebrates the release of his 75th episode of Retire Right. In honor of this milestone, Larry highlights some of the … Continue reading Episode 75 – Celebrating 75 Episodes of Retire Right →
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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 … Continue reading Episode 74 – Selling Your Home During a Divorce? Here’s What Couples Need To Know –– ...
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Do you have enough money to retire? It’s amazing how many people actually have enough money to retire, but don’t realize it.  Today, Larry Heller gives you complete advice on how to answer this question for yourself. He uncovers overlooked expenses that pre-retirees must factor in and teaches you how to recreate your paycheck so … Continue reading Episode 73 – “Do I Have Enough Money To Retire?” Here Are the Best Ways To Figure Thi...
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When planning for a divorce, you’re planning for the rest of your life. Do you know how to make the best financial choices for your future? Today, Larry Heller is joined by Rosalia Labate, a forensic financial analyst who guides people through the financial aspects of a divorce, about how to avoid common mistakes that … Continue reading Episode 72 – Money-Saving Advice People Wish They’d Known During Their Divorce –– With Rosalia L...
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Many people are being offered early retirement due to the global pandemic. But should you accept this offer? In today’s episode, Larry Heller dives straight into the discussion about early retirement and factors to consider before you accept this, perhaps tempting, offer. He provides insightful and valuable information that will help you make a meaningful … Continue reading Episode 71 – Things To Consider if You’re Offered an Earl...
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If you’ve laid off an employee that you weren’t entirely satisfied with, are you legally obligated to bring them back to work?  Today, Larry Heller is joined by Glenn J. Franklin, managing partner of Franklin, Gringer & Cohen, P.C., to answer employment-law questions, like the one above, which are particularly relevant during COVID-19.  Glenn gives … Continue reading Episode 70 – Avoid Litigation: A Must-Have Strategy for Emplo...
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