Thinking of selling your home during a divorce? 

We recognize that it’s not an easy process, but we are here to help! 

In this episode, Larry Heller is joined by David Perry, a licensed real estate broker and Certified Real Estate Divorce Specialist at Brown Harris Stevens. Together, Larry and David address the repercussions and new opportunities for couples who are currently going through a divorce and looking to sell their home. 

In this episode, you will learn: 

Tune in now to learn how to sell your home successfully during the divorce process. 

Resources:  Heller Wealth Management: (631) 293-2806 | Brown Harris Stevens | Email David Perry: (212) 588-5697 

Do you have enough money to retire?

It’s amazing how many people actually have enough money to retire, but don’t realize it. 

Today, Larry Heller gives you complete advice on how to answer this question for yourself. He uncovers overlooked expenses that pre-retirees must factor in and teaches you how to recreate your paycheck so you can retire right. 

You will learn:

Tune in now to figure out if you have enough money to retire!

Resources: Heller Wealth Management: (631) 293-2806 | Retire Right Book | Free Retirement Checklist | Episode 35: Your Retirement Paycheck

When planning for a divorce, you’re planning for the rest of your life. Do you know how to make the best financial choices for your future?

Today, Larry Heller is joined by Rosalia Labate, a forensic financial analyst who guides people through the financial aspects of a divorce, about how to avoid common mistakes that end up costing people more money in the end and leaving them with financial regrets after their divorce.

Rosalia teaches you how to prepare for a divorce if you haven’t been involved in the finances during your marriage, the advantages of working with a forensic financial analyst before meeting with your attorney, and more in this information-packed episode. 

In this episode, you will learn:

Tune in for proven advice on how to make the best financial choices for your future. 

Resources:  Heller Wealth Management: (631) 293-2806 | Rosalia M. Labate CPA, P.C.: (516) 996-7788

Many people are being offered early retirement due to the global pandemic. But should you accept this offer?

In today’s episode, Larry Heller dives straight into the discussion about early retirement and factors to consider before you accept this, perhaps tempting, offer. He provides insightful and valuable information that will help you make a meaningful retirement decision.

In this episode, you will learn: 

Tune in now for complete advice on what to consider before retiring early! 

Resources:  Heller Wealth Management: (631) 293-2806 

If you’ve laid off an employee that you weren’t entirely satisfied with, are you legally obligated to bring them back to work? 

Today, Larry Heller is joined by Glenn J. Franklin, managing partner of Franklin, Gringer & Cohen, P.C., to answer employment-law questions, like the one above, which are particularly relevant during COVID-19. 

Glenn gives expert advice on how employers can protect themselves against litigation. He also shares what employers need to know about the new New York State Sick Leave (NYSSL) law.

In this episode, you will learn:

Tune in to learn what goes into a solid strategy that will help protect you from litigation.

Resources:  Heller Wealth Management: (631) 293-2806 | Franklin, Gringer & Cohen, P.C.: (516) 228-3131

Has your employer stopped matching 401(k) contributions during COVID-19? Do you wish you had more money for daily expenses?

If so, you might be wondering if you should stop contributing to your 401(k).

Today, Larry Heller explains why increasing your savings rate is one of the best ways to take back control during unsettling times. 

This episode is filled with advice to help you increase your contributions, focus on the long-term outcomes of contributing to your 401(k), and know whether it’s wise to withdraw early from your plan, even if the U.S. government is making it easy to do that during COVID-19. 

In this episode, you will learn:

Tune in for complete advice on what to do with your 401(k)!

Resources:  Heller Wealth Management: (631) 293-2806 | Episode 35: Your Retirement Paycheck | Video: How To Decide If a Roth Conversion Is Right for This Year

Are you over 50 and thinking about getting into golf? Or maybe you’re a seasoned golfer who is looking for tips to help you avoid injuries as you get older.

This is the episode for you!

Today Larry Heller talks to Bill Bresnan, a PGA golf professional who has been giving lessons on Long Island for over 25 years. (In fact, Bill is Larry’s golf instructor!) Bill shares advice to help new golfers over 50 play safely and avoid the frustrations that come with just starting out. He also shares how experienced golfers can improve their game and make adjustments for safety as they age. 

In this episode, you will learn:

Tune in now to get tips for mastering and enjoying golf as you get older.

Resources:  Heller Wealth Management: (631) 293-2806 | Colonial Springs Golf Club: Call Bill Bresnan at (631) 643-1050 ext. 23 

By creating a culture of accountability in your company, you can give your employees clearer expectations and a better sense of purpose. This shift is particularly helpful as employees are feeling more stressed and anxious during the pandemic. 

In this episode, Larry Heller talks to Christine Ippolito, the founder and president of Compass Workforce Solutions. Christine helps small businesses succeed in a challenging regulatory environment and has built a strong reputation as an expert and leading voice in the area of human resources. Christine explains how to establish a culture of accountability in your workplace and why this culture empowers every person in your organization to own their tasks and ask questions. 

In this episode, you will learn:

Tune in now to learn what changes you can make right away to shift to a culture of accountability. 

Resources:  Heller Wealth Management: (631) 293-2806 | Compass Workforce Solutions: (631) 794-7400 | Measure What Matters by John Doerr

If you’re approaching retirement or already retired, what can you do about low yields? 

After all, in today’s remarkably low-yield environment, you can’t earn enough on yields to even stay ahead of inflation. 

Current interest rates for a 10-year treasury are less than 1%. And cash in the bank is getting just about 0%.

In this episode, Larry Heller proves that there are several smart moves you can make to lower your expenses and increase your net cash flow and net returns –– even during a low-yield environment. 

In this episode, you will learn:

Tune in now to learn 6 ways to help increase your net cash flow and net returns in our current low-yield environment.

Resources:  Heller Wealth Management: (631) 293-2806 | Episode 9 – The Social Security Conundrum: Part 1  | Episode 32 – Bonds: The Underrated Investment Vehicle

Did you know that there are steps you can take right now to prepare your company for a smooth 401(k) audit?

In this episode, Larry Heller is joined by Robert Puerto, a CPA and partner at Boris Benic and Associates LLP. With over 20 years of experience in managing multiple audits and review engagements in various industries, Robert shares his experience to help you prepare for a smooth audit as an employer.

In this episode, you will learn:

Tune in now to start your preparations for a pain-free audit!

Resources:  Heller Wealth Management: (631) 293-2806 | Robert Puerto’s Email: (516) 248-7361