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Retirement Unlocked
Retirement Unlocked episodes
- Determining the Optimal Investment Asset Allocation For Retirees (Ep. 89)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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22 min - How to Travel in a Post-Pandemic World — With Gary Portuesi of Authentic Explorations (Ep. 88)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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26 min - Healthy Aging Tips: Food And Fitness After 50 With Author Christine Rosenbloom (Ep. 87)As you age, many things will change, including your health. How can you stay healthy and active so you can enjoy the retirement you’ve worked so hard to achieve? Find out in this episode, as Larry Heller speaks with Christine Rosenbloom, President of Chris Rosenbloom Food & Wellness Services, LLC. Christine discusses the benefits of …
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22 min - Having the Money Talk With Your Parents (Ep. 86)According to a 2019 study by GOBankingRates, 73% of Americans have not had a conversation about finances with their aging parents. Meanwhile, 23% have tried to approach the subject, but their parents refused to engage in the conversation. Furthermore, 19% are afraid to bring up the subject at all, and 17% believe talking about money …
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21 min - The History of Baseball: Where It All Began (Ep. 85)Are you a baseball fan? If yes, then this is an episode you won’t want to miss! Join Larry Heller as he sits down with longtime client and baseball historian, Ira Dornstein. Ira Dornstein takes you on a journey through baseball’s history, including unforgettable moments and insider information you may not find anywhere else! You …
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36 min - Five Common Mistakes to Avoid When Planning for Retirement (Ep. 84)Many retirees underestimate the risks associated with their investments and financial plans, which can result in costly mistakes that could have easily been avoided if they had adequately planned for retirement. To help you avoid making common retirement planning mistakes, in this episode, Larry Heller, CFP® reveals five key planning mistakes and shares tips for …
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27 min - Why Everyone Should Have Supplementary Uninsured Motorist Coverage — With Attorney Brian Murphy (Ep. 83)Approximately 15% of people behind the wheel don’t have any automobile insurance coverage. What happens if you’re injured by one of those people? Find out in this episode, as Larry Heller speaks with Brian Murphy of Rappaport, Glass, Levine & Zullo LLP. As a personal injury trial attorney, Brian represents individuals all over the New …
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27 min - Investors — Focus on What You Can Control (Ep. 82)When it comes to investing, you don’t need to time the stock market to be successful. In this episode, Larry Heller, CFP® shares his insight and expertise about investing in the stock market. He explains why you should avoid worrying about short-term market fluctuations which you cannot control. Instead, you should focus on areas that …
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25 min - Retirement Heaven or Hell: Which Will You Choose? — With Authors Mike Drak And Susan Williams (Ep. 81)“You’ve dreamed of retirement for decades, and have even worked hard to save for it. But what will your life look like when you stop working?” In this episode, join Larry Heller as he speaks with the authors of Retirement Heaven or Hell, Mike Drak and Susan Williams. Together, Mike and Susan reveal why they’re …
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29 min - Understanding the client experience when working with Heller Wealth Management (Ep. 80)What can you expect when working with us? Find out in this episode, as Larry Heller guides you through the process he and his team use at Heller Wealth Management! To help you get an idea of what working with his team will look like, Larry shares detailed insight on how they transform your vision …
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31 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!