Retirement Unlocked

Retirement Unlocked

By Larry HellerBusinessNewsTechnologyInvestingBusiness News
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Retirement Unlocked episodes

  • Episode 34 -  11 Ways the New Tax Law Could Help or Hurt Your Tax Return
    2018 is the first full year under the new tax reform. Will your income tax return take a hit? Are there any changes that you will actually benefit from?
    Larry Heller explores these questions with New York tax expert, Sal Albanese, CPA. In this episode, they uncover the biggest tax changes and recommend actions for you to take before 2019.  
    In this episode you’ll learn:
    Eleven tax law changes that could affect individuals
    How baby boomers are reacting to the SALT deduction cap
    Why couples are rushing to divorce before New Year’s Day
    Which deductible is still eligible as a personal casualty loss
    Which tax law changes might not affect you if you’ve been grandfathered in
    A strategy for benefitting from the standard deduction in 2018 and the itemized deduction in 2019
    And more!
    Tune in now and learn about the biggest tax changes and how to prepare for filing season!
    Resources: Heller Wealth Management |  Salvatore Albanese & Company LLC | Salvatore Albanese & Company LLC: 516-417-8503
    26 min
  • What to Know When Selecting a Medicare Plan—with Guests Kathleen Brennan and Kevin Tinagero (Ep. 33)
    Annual Enrollment Period is in full swing! This is your opportunity to make changes to your Medicare plan that will better suit your needs in 2019.
    The Medicare experts at 360 Insurance Services, Kathleen Brennan and Kevin Tinagero, join Larry Heller in today’s episode to share what should you look for when selecting a plan.
    In this episode, you’ll learn:
    Two things to do when enrolling in Medicare
    Why Kathleen and Kevin recommend getting additional coverage
    What Medicare Supplement (Medigap) plans cover
    The difference between Original Medicare and a Medicare Advantage plan
    What to consider when selecting a plan
    How living in different locations during the year may impact your plan
    And more!
    Tune in today and gain a richer understanding of Medicare!
    Resources: Heller Wealth Management | Medicare 360 | Medicare 360: 866-963-2414
    20 min
  • Episode 33 -   What to Know When Selecting a Medicare Plan—with Guests Kathleen Brennan and Kevin Tinagero
    Annual Enrollment Period is in full swing! This is your opportunity to make changes to your Medicare plan that will better suit your needs in 2019.
    The Medicare experts at 360 Insurance Services, Kathleen Brennan and Kevin Tinagero, join Larry Heller in today’s episode to share what should you look for when selecting a plan.
    In this episode, you’ll learn:
    Two things to do when enrolling in Medicare
    Why Kathleen and Kevin recommend getting additional coverage
    What Medicare Supplement (Medigap) plans cover
    The difference between Original Medicare and a Medicare Advantage plan
    What to consider when selecting a plan
    How living in different locations during the year may impact your plan
    And more!
    Tune in today and gain a richer understanding of Medicare!
    Resources: Heller Wealth Management | Medicare 360 | Medicare 360: 866-963-2414
    20 min
  • Bonds: The Underrated Investment Vehicle (Ep. 32)
    When people invest, they often forget about bonds and invest solely in stocks. Why is that?
    Perhaps most people simply don’t have enough information; Larry Heller has met several clients who didn’t know what bonds were, let alone the advantages of investing in them. If lack of knowledge is the issue, Larry is here to fill the gap.
    In this episode, you’ll learn:
    How bonds work as an investment vehicle
    Different types of bonds and which ones might be suitable for you
    The characteristics of bonds
    How to purchase bonds
    How to assess the potential for risk before purchasing a bond
    The difference between taxable and tax-free bonds
    How and why you should use bonds
    Tune in today to learn more about bonds, the underrated investment vehicle!
    Resources: Heller Wealth Management
    27 min
  • Episode 32 - Bonds: The Underrated Investment Vehicle
    When people invest, they often forget about bonds and invest solely in stocks. Why is that?
    Perhaps most people simply don’t have enough information; Larry Heller has met several clients who didn’t know what bonds were, let alone the advantages of investing in them. If lack of knowledge is the issue, Larry is here to fill the gap.
    In this episode, you’ll learn:
    How bonds work as an investment vehicle
    Different types of bonds and which ones might be suitable for you
    The characteristics of bonds
    How to purchase bonds
    How to assess the potential for risk before purchasing a bond
    The difference between taxable and tax-free bonds
    How and why you should use bonds
    Tune in today to learn more about bonds, the underrated investment vehicle!
    Resources: Heller Wealth Management
    27 min
  • Choosing the Right Insurance to Weather Life’s Storms—with Guest, Doug Kniffin (Ep. 31)
    Many times, it’s only when the going gets tough that people realize they don’t have adequate insurance coverage.
    Because of this, Larry Heller is on a mission to provide expert advice about insurance policies.
    With the help of his guest, Doug Kniffin, the vice president of The Viking Agency, Larry shares what you need to know about insurance, including:
    How individuals and businesses can prepare for major storms with insurance
    Common oversights that homeowners make when they’re selecting policies
    Beneficial policies that homeowners may not be aware of
    The importance of having an umbrella policy for assets
    Two recommended insurance policies for New York business owners
    And more!
    Tune in today and discover insurance policies that could make a world of difference for you, your family, and your business.
    Resources: Heller Wealth Management | The Viking Agency, Inc. | Doug Kniffin: 516-496-7711
    27 min
  • Episode 31 - Choosing the Right Insurance to Weather Life's Storms—with Guest, Doug Kniffin
    Many times, it’s only when the going gets tough that people realize they don’t have adequate insurance coverage.
    Because of this, Larry Heller is on a mission to provide expert advice about insurance policies.
    With the help of his guest, Doug Kniffin, the vice president of The Viking Agency, Larry shares what you need to know about insurance, including:
    How individuals and businesses can prepare for major storms with insurance
    Common oversights that homeowners make when they’re selecting policies
    Beneficial policies that homeowners may not be aware of
    The importance of having an umbrella policy for assets
    Two recommended insurance policies for New York business owners
    And more!
    Tune in today and discover insurance policies that could make a world of difference for you, your family, and your business.
    Resources: Heller Wealth Management | The Viking Agency, Inc. | Doug Kniffin: 516-496-7711
    27 min
  • Don’t Fall for These Common Misconceptions About Medicaid (Ep. 30)
    Do you know the difference between Medicare and Medicaid?
    Today, Larry Heller breaks down common misconceptions with the help of Kevin Condon, a lawyer who specializes in elder law estate and long-term care planning.
    To help listeners understand the inner workings of Medicaid, Larry and Kevin explain how it differs from Medicare. Then they clear up misconceptions they’ve both encountered with clients, including the belief that you can’t ever qualify for Medicaid if you have too many assets, or that your assets are protected from Medicaid in a revocable trust.
    Kevin also outlines why it’s important to plan and protect your assets, even if you don’t think you need to plan for Medicaid. He also discusses the best age to start preparing.
    Tune in today for an information-packed episode of helpful tips that will help you better prepare for your retirement.
    Resources:
    Heller Wealth Management | Grenier, Humes & Nolan, LLP | Kevin Condon: 631-694-2626 or [email protected]
    28 min
  • Episode 30 - Don’t Fall for These Common Misconceptions About Medicaid
    Do you know the difference between Medicare and Medicaid?
    Today, Larry Heller breaks down common misconceptions with the help of Kevin Condon, a lawyer who specializes in elder law estate and long-term care planning.
    To help listeners understand the inner workings of Medicaid, Larry and Kevin explain how it differs from Medicare. Then they clear up misconceptions they’ve both encountered with clients, including the belief that you can’t ever qualify for Medicaid if you have too many assets, or that your assets are protected from Medicaid in a revocable trust.
    Kevin also outlines why it’s important to plan and protect your assets, even if you don’t think you need to plan for Medicaid. He also discusses the best age to start preparing.
    Tune in today for an information-packed episode of helpful tips that will help you better prepare for your retirement.
    Resources:
    Heller Wealth Management | Grenier, Humes & Nolan, LLP | Kevin Condon: 631-694-2626 or [email protected]
    28 min
  • 10 Ways You Can Improve Your Investment Experience (Ep. 29)
    Investing can feel stressful when it seems like people we know and media are constantly making predictions about the market. Who can you trust? What information is actually going to help you invest wisely?
    Larry Heller is hoping to bring clarity to your investment experience in this episode. By tuning in, you’ll learn 10 guidelines, which includes resisting the urge to outguess the market and practicing smart diversification.
    Join Larry as he shares valuable insight backed by scientific data, to help you invest with ease.
    Heller Wealth Management - https://hellerwealthmanagement.com/
    29 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…