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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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Yoga is beneficial to both the mind and the body. Through yoga, you gain mental and physical strength, an elevated spirit, and improved balance, focus, and concentration. This practice teaches you how to stay grounded and present in the moment, and how to let go of things that no longer serve you. In this insightful …

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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 …

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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 …

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