Retirement Unlocked

Retirement Unlocked

By Larry HellerBusinessNewsTechnologyInvestingBusiness News
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Retirement Unlocked episodes

  • Episode 53 — Current Stock Market Valuation: Are You Worried? Here’s What to Do
    We're hitting all-time highs in all of the indexes, which means the market’s valuations are high. As an investor, you might be asking yourself, “Where do I go from here?”
    In this episode, Larry Heller talks about the urge many investors are having to get out of the market and “go back in after a correction”— a plan that has all the hallmarks of
    trying to time the market. Listen to this timely conversation as Larry uncovers what you should know about the current state of the market and what to do when it eventually drops. 
     
    In this episode, you’ll learn:
     
    Why investors think they should try timing the market
    Whether investment advisors can truly predict the market
    Ways investors are impacted emotionally by the market’s ups and downs 
    Eight actions to take during this current market valuation
    Four things to do when the market eventually drops
    And more!
     
    Tune in now to discover what to do (and not do) during this current stock market valuation!
     
    Resources:
     
    Heller Wealth Management
    22 min
  • Episode 52 - Municipal Bonds: How, When, and Why to Use Them in Your Investment Portfolio — With Jason Stuck of Northern Capital
    The Fed Reserve recently lowered interest rates, making now a good time to gain a better understanding of municipal bonds and how interest rates affect these types of investments.
    Today, Jason Stuck is here to expound on this often-misunderstood type of bond. As the managing director and head of portfolio management at Northern Capital, Jason brings a high level of expertise to this episode as he and Larry answer the top questions about municipal bonds and explain what the yield curve means for investors.
    In this episode, you’ll learn:
    Bond basics, like the difference between the coupon rate and the yield to maturity
    What a call feature is and why it’s important to know if your bond has one
    What premium bonds are
    What the yield curve inversion is and why it matters to investors
    How a bond ladder compares to other strategies in portfolio construction
    And more!
    Tune in now to get an education on municipal bonds in under 30 minutes!
    Resources:  Heller Wealth Management
    24 min
  • Municipal Bonds: How, When, and Why to Use Them in Your Investment Portfolio — With Jason Stuck of Northern Capital (Ep. 52)
    The Fed Reserve recently lowered interest rates, making now a good time to gain a better understanding of municipal bonds and how interest rates affect these types of investments. Today, Jason Stuck is here to expound on this often-misunderstood type of bond. As the managing director and head of portfolio management at Northern Capital, Jason …

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    24 min
  • Here’s What You Need to Know About Your Credit in Retirement — With Guest, Leslie H. Tayne (Ep. 51)
    During your retirement, you might want to obtain different types of financial products that require credit. Because of this, it’s important to maintain and manage your credit throughout your retirement. Here to walk you through the importance of credit during retirement is Leslie H. Tayne, an award-winning financial attorney with over 20 years of experience …

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    30 min
  • Episode 49 - 401(k) Plans: What You Need to Know About a Third Party Administrator (TPA) — With Doug Hoefer
    As a business owner, do you understand the core elements of your company’s retirement plan and what a third-party administrator (TPA) can bring to the table?
    Today’s guest, Doug Hoefer, is here to answer your questions. Doug has over 20 years of experience in the retirement planning industry and has worked with Larry on several 401(k)s. In this episode, Doug makes sense of TPAs, including what they do and how they bring value to the retirement planning process.
    In this episode, you’ll learn:
    What the function of a TPA is
    The certification a TPA can obtain
    The differences between bundled service providers and unbundled service providers
    How TPAs provide value when designing plans 
    The responsibilities of plan sponsors
    And more!
    Tune in now to learn all about TPAs and how they can enhance your company’s retirement planning!
    Resources:  Heller Wealth Management | DWC The 401k Experts: (651) 204-2600
    30 min
  • Episode 48 -Investing with Dimensional Fund Advisors: Who They Are and Why They Are Unique"
    In today’s episode, Larry Heller speaks with Philipp Meyer-Brauns of Dimensional Funds Advisors. As a senior researcher, Philipp conducts empirical asset pricing research, and today, he’s joining Larry to unpack what exactly Dimensional Fund Advisors is all about and why their trading style is so unique.
    In this episode, you’ll learn:
    The origin of Dimensional Fund Advisors
    What differentiates Dimensional Fund Advisors and how they manage funds
    The three-factor model and how it works
    How their investment philosophy differs from active and passive managers
    The other types of trading strategies Dimensional Fund Advisors uses
    And more!
    Tune in now to learn all about Dimensional Fund Advisors and their unique trading style! 
    Resources:  Heller Wealth Management |  Dimensional Fund Advisors
    34 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…