Life Unlimited

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

August 4, 2022 31 min

Entering retirement can feel like crossing the finish line of a marathon, however, that doesn’t mean the race is entirely over.

A large struggle people face when they enter retirement is establishing their new identity outside of the workplace and staying engaged with the things that give them purpose.

In this episode, mindset mentor George Jerjian, a formal financial advisor and a prolific author who recently released “Dare to Dis...

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Will your net worth be transferred to your heirs the way you intend it to? How do you know?  

 In this episode of Life Unlimited, Larry shares some real life stories of major mistakes he has seen with respect to a will, beneficiary or the titling of an asset. Listen in to hear some advice to make sure your estate planning wishes are kept up to date with your current family dynamic.

Larry discusses: 

  • Steps to take to ensure what you...
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    99% of people will become a widow or widower at some point in their life, so financial preparation will be helpful during this emotional time.

    In this episode, Larry Heller guides you around ways to make financial planning easier during this major life transition by revealing key steps you’ll want to incorporate into your financial planning should you become widowed. Plus, he explains why financial discussions between spouses are i...

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    Inflation is beyond our control. However, there are ways you can mitigate the effects of inflation — both now and in retirement.

    Discover how in this episode, as Larry Heller, CFP®, highlights ways inflation affects our lives and the steps that you can take to protect yourself and your retirement against it.

    Larry discusses: 

  • What to consider with both your planning and investing when it comes to inflation
  • The cash strategy of havin...
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    It can be extremely emotional and difficult to navigate the many hurdles that come with a divorce.  

    In this episode, Larry Heller, CFP®, joins Ilyssa Panitz, a divorce journalist, who shares practical insights on both the financial and non-financial Dos and Don’ts when navigating a divorce.   

    Ilyssa discusses: 

  • The first steps you should take in a divorce and how it influences your financial future
  • Other Professionals beside your ...
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    Getting divorced later in life can be more complicated than you may anticipate. Have you considered how your retirement plan will be impacted if you and your spouse separate?

    In this episode, Larry Heller, CFP®, explains how divorce later on in life can impact your retirement planning, and what steps you can take when going through the divorce process. He also shares how you can gain more control over what happens to your investmen...

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    Retirement is a huge milestone that you’ve spent your life saving for. But have you planned for what your retirement will actually look like, from a non-financial perspective?

    If you ask someone, “what are you going to do in retirement?”, you may find that a lot of people can’t tell you.

    In this episode, Larry Heller, CFP®, welcomes Reid Stone, founder and chief executive officer of My Life’s Encore (MLE) to discuss how retirement ...

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    What is a fiduciary? Investment advisors, financial advisors, and wealth managers can all adhere to different legal obligations. But how do those duties differ between different types of financial professionals?

    In this episode, Larry Heller, CFP®, welcomes Stephen Brodsky, Esq., a corporate partner as they explore fiduciary duties in the financial industry. Stephen helps to simplify the legal terms used by financial professionals ...

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    Our firm creates financial resilience, find out what that means.  

    In this episode, Larry Heller, CFP®, highlights how his business is so much more than just an investment management company—it is a place where you can achieve financial resilience. Larry dives into all the ways that they help their clients achieve their financial goals.

    Larry discusses:

  • Why it is important to know your ambitions and desires before creating an inves...
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    Do you have a mantra that you repeat to yourself daily? How do you ensure that you are in the right mindset to accomplish all that you set out to do in a day?

    Larry is thrilled to have Donna Martini, cognitive coach and creator of Positive Manipulation®, back on the show for the latest episode of Life Unlimited!

    Larry and Donna discuss how positive manipulation can be applied to your personal aspirations to achieve success. Donna s...

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    “We hit 100 and we’re not stopping!” – Larry Heller, CFP® Larry has reached his 100th episode of the Retire Right podcast, a huge milestone in podcasting. During these episodes, Larry has provided his audience with all kinds of valuable information on various topics surrounding retirement.  Now, we’re taking a moment to reflect on the … Continue reading 100. The 100th Episode: Introducing Life Unlimited →
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    What are you going to do every day in retirement? As you think a little bit more about retirement, there are five important planning steps to keep in mind.  In this episode, Larry Heller discusses each of the five steps to start planning for a well lived retirement. This episode will help you start visualizing … Continue reading 99. Five Important Steps to Take Before Retiring →
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    If you still haven’t started your year-end planning yet, now is the time to start. Planning will help you keep more money in your pocket and less in the government’s pocket. In this episode, Larry Heller shares year-end planning recommendations for retirees so you don’t miss any of these timely planning opportunities. Larry discusses:  Why … Continue reading 98. Year-End Planning Recommendations for Retirees →
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    You don’t know what you don’t know. Whether you are contemplating divorce or are in the process, you want to protect yourself by having the proper communication and documentation. In this episode, Larry Heller talks with Keren Birnbaum, Esq. a partner with Schwartz Ettenger, PLLC who focuses on estate planning, trust and estate administration, and … Continue reading 97. 10 Common Estate Planning Mistakes Made by Divorcees With Kere...
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    Life insurance should be customized to you and your needs. As such, your planning professional should provide you with multiple options for insurance that will fit your lifestyle and unique circumstances. In this episode, Larry Heller interviews Neil Himmelstein, the owner of Main Street Planning Group. Neil reveals the value of customized life insurance and … Continue reading 96. What You Need to Know About Life Insurance With Nei...
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    It’s not what you make but what you keep. Do you know that the taxes you pay on your investments can vary? Well then, this episode is for you! In this information-packed episode, Larry Heller discusses diversification, taxes, and different strategies you can use to maximize your return by minimizing your taxes.  Larry discusses:  What … Continue reading 95. HWM Strategies to Save Income Taxes on Your Investments →
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    These days, climate change is a big topic everyone is talking about. But do you know what is and isn’t covered under your home insurance policy? In this episode, Larry Heller talks with Paul Wickel, a insurance producer at Remco Agency, about the different homeowner policies available and what you might be missing in your … Continue reading 94. How Climate Change Can Impact Home Insurance with Paul Wickel →
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    Why is boring sometimes better when it comes to investing? Find out in this episode, as Larry Heller explains why boring can be better when it comes to investing. Plus, discover how “boring” compares to the things that people typically want to talk about with investing. Larry discusses:  Why boring can be better when creating … Continue reading 93. The Boring Investor: Why Boring Can Be Better for Investors →
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    Do you struggle with making sure your household bills are paid correctly and on time? Did you know that there are options designed to help you stay on track securely and without stress? In this episode, Larry Heller speaks with Marci Lobel-Esrig, founder and chief executive officer of SilverBills, a concierge bill management company designed … Continue reading 92. The SilverBills Solution to Bill Payment With Marci Lobel-Esrig →
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    Whether you’re three years away from retirement or are in retirement now, many pre-retirees and retirees have the same question in mind: How much cash do I really need? In this episode, Larry Heller reveals his answer to this question and shares what’s going to have a dramatic effect on your cash during your retirement … Continue reading 91. How Much Cash Should You Have in Retirement? →
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