QDROs & Divorce: Understanding the Settlement of Retirement Assets with Derrick A. Rubin, Esq. (Ep. 124)
Most people don’t prepare for a divorce before they get married. In most divorces, property that was acquired during the marriage is subject to division between the spouses depending on a number of factors. Listen to the Audio Version Watch the Video Version https://www.youtube.com/watch?v=bA0FWYQqwro Dividing assets and understanding how they are calculated post-separation is a […]
The Importance of Instilling Financial Literacy in Children, with Karen Tenenbaum, co-creator of Walter the Vault (Ep.123)
When today’s guest witnessed her 5-year-old daughter squeal with delight by inserting a quarter into a vending machine, she knew she had to instill proper financial habits, and fast. Listen to the Audio Version Watch the Video Version https://www.youtube.com/watch?v=0I74_FjSKhM Did you know that by the age of seven, most children have built their foundation for […]
Why Women Need to Be Aware of Their Financial Situation with Belinda Tsui (Ep.122)
Calling all women!! Are you currently in a position where your partner manages your finances and you have no idea what they are? Then it’s time for you to get more involved in these conversations. Being aware of your assets and investments while truly understanding all of your finances is more important than ever. It […]
Using a Cash Balance Plan to Save Large Pre-Tax Dollars with David Yackel (Ep.121)
A Cash Balance Plan allows you to put away larger amounts than a traditional defined contribution retirement plan. In this episode, Larry Heller, CFP®, is joined by David Yackel from Pension Review Services to talk about all things cash balance planning. Listen to the Audio Version Watch the Video Version https://youtu.be/XzNSbSNOQRE David discusses: How a cash […]
Sage Advice for Simplifying your Life with Financial & Lifestyle Concierge, Judith Heft CMC® (Ep. 120)
When life feels like it is running faster than you can handle, don’t you wish that you had some sort of manual to keep your life in check? Organizing your finances can help you avoid late fees and missed payments, and help you reduce stress and free up your time to do things you enjoy. […]
Investing with the Reservoir Strategy (Ep. 119)
To avoid worrying about day-to-day stock market volatility, it might be a good idea to start investing with the reservoir strategy. Turn off the media, stop listening to those so-called experts that make short term predictions in the stock market. Have a plan in place especially when you are withdrawing money to create an investment […]
Shedding Light on Low Vision with Dr. Steven Schoenbart, OD (Ep. 118)
Do you have trouble seeing clearly? Low vision refers to anything less than 20/20, accompanied by some sort of blur, or loss of vision. To help correct it, there are a number of helpful solutions available, such as different types of lenses, adjusting your diet, reviewing your overall health and bloodwork with your family doctor […]
Time to Have Those Tough Conversations with Your Parents (Ep.117)
Calling all members of the sandwich generation! As your parents age, you start to ask yourself a number of questions. What will happen when they are no longer able to live independently? When is a good time to step in, and offer help? Is it a good idea to get a third party to help […]
Tax-Saving Strategies Before Year-End with Matthew Taus, CPA, CFP® (Ep. 116)
Due to high inflation rates, the ever-changing state of the markets, and many driving factors that have altered the economy, we want to help you save on taxes so that your money can stay safe in YOUR pockets. In this episode, Larry Heller, CFP®, is joined by Matthew Taus, CPA, CFP®, to talk about strategies businesses, […]
Tending Your Investment Strategy with Tax Loss Harvesting (Ep. 115)
The Stock Market is having a down year, and we want to help save you some money on your taxes! Enter, Tax Loss Harvesting. What is it? It’s an investment strategy that starts with the unrealized losses, and ends with money in your pocket. Listen to the Audio Version Watch the Video Version https://www.youtube.com/watch?v=AtvEdKBd2o0 In […]
