Retirement Unlocked

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.  …

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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 …

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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. …

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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 …

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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 …

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People’s expenses are being upended as adult kids return home and family members lose income. Banks aren’t paying much for cash. Is it still possible to retire right?  In this episode, Larry Heller brings you seven financial steps to take during COVID-19. These steps are especially important if you’re retired or nearing retirement. Get ready …

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If you own a business in New York State, there are five common legal issues you could easily run into if you’re unaware of certain state and federal laws.  Today, Larry Heller speaks with Lee Schwartz, the managing and founding partner of Schwartz Ettenger, PLLC, a business law firm located in Melville, New York. Together, …

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In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty.  Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous …

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Baby boomers are the last generation of caregivers as we know it. Today’s children are raised to go out and pursue their interests, even if that means living far from home. If having kids doesn’t guarantee you a future caregiver, this begs the question: Who will take care of you when you’re old?

In this episode, Larry Heller is excited to be joined by Joy Loverde, a leading consultant in the mature-market industry and a trusted advisor in aging, caregiving, and elder care-related issues. Joy is also the author of the aptly titled book, “Who Will Take Care of Me When I’m Old?” Join Larry and Joy as they discuss five categories of her book that equip you to plan for a high quality of life later on, regardless of whether you’re aging with a close-by support system or on your own.

In this episode, you’ll learn:

Reasons why today’s children might not be available to act as caregivers

The difference between small thinking versus strategic thinking

Who Joy interviewed as she wrote her book

What to consider before you commit to aging in place

About alternatives to living in a facility or completely alone

And more!

Tune in now to discover what goes into planning for a financially secure and happy old age. 

Resources:

Heller Wealth Management | Joy Loverde |  Who Will Take Care of Me When I'm Old? by Joy Loverde

Baby boomers are the last generation of caregivers as we know it. Today’s children are raised to go out and pursue their interests, even if that means living far from home. If having kids doesn’t guarantee you a future caregiver, this begs the question: Who will take care of you when you’re old? In this …

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