Episodes

February 12, 2021 28 min
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 Micha...
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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 Commer...
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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 –– W...
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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 This...
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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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Has your employer stopped matching 401(k) contributions during COVID-19? Do you wish you had more money for daily expenses? If so, you might be wondering if you should stop contributing to your 401(k). Today, Larry Heller explains why increasing your savings rate is one of the best ways to take back control during unsettling times.  … Continue reading Episode 69 – Should I Stop Contributing To My 401(k) During COVID-19? (and More A...
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Are you over 50 and thinking about getting into golf? Or maybe you’re a seasoned golfer who is looking for tips to help you avoid injuries as you get older. This is the episode for you! Today Larry Heller talks to Bill Bresnan, a PGA golf professional who has been giving lessons on Long Island … Continue reading Episode 68 – Golf Tips to Help Older Adults Play Safely and Enjoy the Game –– With Bill Bresnan →
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By creating a culture of accountability in your company, you can give your employees clearer expectations and a better sense of purpose. This shift is particularly helpful as employees are feeling more stressed and anxious during the pandemic.  In this episode, Larry Heller talks to Christine Ippolito, the founder and president of Compass Workforce Solutions. … Continue reading Episode 67 – The Business Case for Workplace Cultures ...
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If you’re approaching retirement or already retired, what can you do about low yields?  After all, in today’s remarkably low-yield environment, you can’t earn enough on yields to even stay ahead of inflation.  Current interest rates for a 10-year treasury are less than 1%. And cash in the bank is getting just about 0%. In … Continue reading Episode 66 – 6 Savings Strategies for an Extremely Low-Yield Environment →
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Did you know that there are steps you can take right now to prepare your company for a smooth 401(k) audit? In this episode, Larry Heller is joined by Robert Puerto, a CPA and partner at Boris Benic and Associates LLP. With over 20 years of experience in managing multiple audits and review engagements in … Continue reading Episode 65 – How to Have a Pain-Free Audit of Your Company 401(k) Plan →
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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 … Continue reading Episode 64 – 7 Financial Steps for Pre-Retirees to Take During COVID-19 ...
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If you own a business in New York State, there are five common legal issues you could easily run into if you’re unaware of certain state and federal laws.  Today, Larry Heller speaks with Lee Schwartz, the managing and founding partner of Schwartz Ettenger, PLLC, a business law firm located in Melville, New York. Together, … Continue reading Episode 63 – 5 Common Legal Issues That Affect Business Owners in NY State — With Lee Schwa...
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March 23, 2020 2 min
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 … Continue reading SPECIAL UPDATE: COVID-19 →
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Baby boomers are the last generation of caregivers as we know it. Today’s children are raised to go out and pursue their interests, even if that means living far from home. If having kids doesn’t guarantee you a future caregiver, this begs the question: Who will take care of you when you’re old? In this … Continue reading Episode 62 – 5 Ways to Plan for Health and Happiness While Aging Solo — With Joy Loverde →
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Would you know how to tell if your aging loved one is being financially abused? The signs aren’t always apparent — and neither are the abusers.  In this episode, Larry Heller explores this necessary topic with Jeffrey Haber, the co-founding partner of Freiberger Haber LLP. They talk about the subtle, and not so subtle, signs … Continue reading Episode 61 – Sources of Financial Elder Abuse You Should Be Aware Of – With Jeff Haber →
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