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Retirement Unlocked
Retirement Unlocked episodes
- Five Important Steps to Take Before Retiring (Ep. 99)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 …
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17 min - Year-End Planning Recommendations for Retirees (Ep. 98)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 …
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16 min - 10 Common Estate Planning Mistakes Made by Divorcees With Keren Birnbaum, Esq. (Ep. 97)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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32 min - What You Need to Know About Life Insurance With Neil Himmelstein (Ep. 96)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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26 min - HWM Strategies to Save Income Taxes on Your Investments (Ep. 95)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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29 min - How Climate Change Can Impact Home Insurance with Paul Wickel (Ep. 94)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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23 min - The Boring Investor: Why Boring Can Be Better for Investors (Ep. 93)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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18 min - The SilverBills Solution to Bill Payment With Marci Lobel-Esrig (Ep. 92)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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19 min - How Much Cash Should You Have in Retirement? (Ep. 91)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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18 min - Inside Out Yoga: Discovering the Practice of Yoga With Authors Sandra K Schoenbart and Joanne de Simone (Ep. 90)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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21 min
About Retirement Unlocked
From the publisher's feed
Retirement Unlocked. 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 ‘Retirement Unlocked’ 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!