How to Build a Confident Retirement as a Northwell Employee with Belinda Tsui (Ep. 189)

Retirement planning for Northwell Health employees involves understanding a range of unique benefits and making strategic financial decisions. Many employees across all tiers and roles are unsure how these pieces fit together as they approach retirement.

In this episode, Larry Heller, CFP®, CDFA®, speaks with Belinda Tsui, CFP®, about how strategic planning can help employees understand what they have, what they may be leaving unclaimed, and how each decision affects retirement planning goals. 

They explore common scenarios for physicians, nurses, administrators, and other employees navigating their retirement plan options. The message is clear: knowing your benefits early, coordinating income sources, and avoiding costly timing mistakes can make a meaningful difference for Northwell employees when it’s time to retire.

What to expect:

• The most common benefits Northwell employees might miss
• Key decisions employees face as they approach age 65
• Northwell pensions, cash balance plans, and deferred compensations
• How Heller Wealth Management has helped their Northwell clients that are nurses, administrators, & physicians to set up for a successful retirement
• And more!

Resources: 

• Northwell Employee Retirement Ready Checklist

Connect with Belinda Tsui:

• [phone]
• LinkedIn: Belinda Tsui
• Heller Wealth Management

Connect with Larry Heller: 

• [phone]
• Schedule a 20-Minute Call
• Heller Wealth Management
• LinkedIn: Larry Heller, CFP®, CDFA®, CPA
• YouTube: Retirement Unlocked with Larry Heller, CFP®

About Our Guest:

Belinda Tsui, CFP® approaches wealth management the same way she undertakes any other discipline in her life. She has many clients that are working for Northwell Health or have retired from Northwell Health with her help. With laser focus, cool reserve, steely resolve and unwavering adherence to the principals and fundamentals that foster success and lead – ultimately – to mastery of the craft. The ‘craft’ in this case being comprehensive financial and investment planning. The finer points of which include designing customized portfolios, plan implementation, portfolio rebalancing, customizing asset reports and operations management.  Skills acquired and finely honed over 20 years of advising, counselling and creating financial resilience for high net worth individuals, family trusts, foundations, corporate executives and business owners.