Retirement Unlocked

Retirement Unlocked

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Retirement Unlocked episodes

  • Episode 61 - Sources of Financial Elder Abuse You Should Be Aware Of – With Jeff Haber
    Would you know how to tell if your aging loved one is being financially abused? The signs aren’t always apparent — and neither are the abusers. 
    In this episode, Larry Heller explores this necessary topic with Jeffrey Haber, the co-founding partner of Freiberger Haber LLP. They talk about the subtle, and not so subtle, signs of financial abuse and what kinds of individuals are notorious for exploiting seniors. You will also discover what laws are in place to protect your loved ones and what actions you can take. 
    In this episode, you’ll learn:
    The signs of senior financial exploitation
    Which state and federal laws are designed to protect seniors from being financially exploited
    What securities and banking regulators are doing to detect and prevent the financial exploitation of seniors
    What friends and family can do to protect their loved ones
    And more!
    Join this conversation now to learn about the signs of financial abuse and what steps to take in order to protect your loved ones. 
     
    Resources: Heller Wealth Management | Freiberger Haber LLP: (631) 282-8985 | [email protected]
    24 min
  • Episode 60 - What do the SECURE Act’s Biggest Changes Mean for You? — With Sal Albanese
    The newly passed SECURE Act introduces a host of changes that will impact the majority of pre-retirees. Do you know what this new bill means for your retirement plan?
    In this episode, Larry Heller unpacks the SECURE Act with Sal Albanese, the founder of a full-service CPA firm called Salvatore Albanese & Company LLC. Together, they walk you through what options the act has given and taken away from employers and employees.
    In this episode, you’ll learn:
    What changes have been made to safe harbor 401(k) plans
    How the SECURE Act incentivizes employers to set up new pension plans for employees
    Why the increased required minimum distribution (RMD) age presents more planning opportunities
    What changes apply to heirs of IRAs — and what the exceptions are
    Planning strategies to consider in response to the act’s most significant changes
    And more!
    Tune in now to learn about the SECURE Act’s biggest changes for pre-retirees and how they might affect you!
    Resources:  Heller Wealth Management | Salvatore Albanese and Company LLC
    21 min
  • Get to Know the Heller Wealth Management Team (Ep. 59)
    Larry Heller is very proud of the team he’s built at Heller Wealth Management. Have you had a chance to meet the talented professionals who will help you retire right? In this special episode, Larry Heller turns the mic over to his team. Meet wealth managers Greg Moss and Belinda Tsui, Joanna Grace in client …

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    23 min
  • Top 10 Financial Planning Tips for 2020 (Ep. 58)
    There’s no better time than the start of a new year to learn top financial tips. This is the time when many are not only setting goals for the year, but you also have the entire year to implement them! In this episode, Larry Heller walks you through his top 10 financial planning tips for …

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    29 min
  • Episode 57 — Your Guide to Year-End Tax Planning — With Accountant, Scott Cheslowitz
    December may be coming to a close, but it’s not too late to implement some year-end tax planning strategies. 
    In this episode, Larry Heller speaks with Scott Cheslowitz, a CPA and partner of Rothenberg & Peters, PLLC, who works with closely held entities, estates, and high-net-worth individuals. In this timely conversation, Scott shares year-end tax planning tips that everyone should be aware of as we enter 2020. 
    In this episode, you’ll learn:
    A strategy for using charitable contributions to lower your income taxes
    How to do a tax projection and why Scott recommends it
    At what age to start taking your Required Minimum Distributions and whether there are any exceptions
    Tax advantages to investing in Qualified Opportunity Zone Funds
    And more!
    Tune in now to learn some year-end tax planning strategies that you can use right away!
    Resources:  Heller Wealth Management | Scott Cheslowitz’s Email: (516) 773-3200
    35 min

About Retirement Unlocked

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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…