Navigating the Founder Exit Paradox with Jerome Meyers (Ep. 137)

In this episode, Larry Heller, CFP®, CDFA ® chats with Jerome about why many business owners suffer an existential crisis after selling their business or retiring from a leadership role. Listen as he explains the ‘eight exits of a founder’ and how you can emotionally prepare for your next phase. Watch the Video Version Listen […]

Retirement Reality Check: Are You Spending Enough? (Ep.136)

In this episode, Larry Heller, CFP®, CDFA® provides insight and education surrounding how much you can afford to spend once you retire. Listen as he highlights what you need to consider when determining your financial plan, and the different variables surrounding your age, health, expenses, investments, and income streams. Watch the Video Version Listen to […]

When Customer Service Leaves a Bad Taste in Your Mouth (Ep.135)

In this episode of Life Unlimited, Larry Heller, CFP®, CDFA shares his story about his experience with a notable airline company and how his situation could have been made better with one simple thing: communication. Watch the Video Version Listen to the Audio Version Life happens – plans get changed, good weather turns to bad, […]

Mastering Divorce: Protecting Your Assets and Future with Lisa Zeiderman (Ep.134)

In today’s episode, Lisa Zeiderman, Esq., CDFA®, CFL™, and Managing Partner at Miller Zeiderman LLP, sheds light on the complexities and processes of divorce, particularly when it occurs later in life. This episode offers essential guidance to effectively navigate the challenges that may arise when dealing with shared assets and liabilities, the emotional strain of […]

Navigating Loss: 4 Essential Steps to Take as the Surviving Spouse (Ep. 132)

Unfortunately, none of us truly anticipates the possibility of being thrust into the realm of widowhood. Join host Larry Heller, CFP®, CDFA® as he guides widows and widowers through the essential steps you should be taking as the surviving spouse.  Watch the Video Version Listen to the Audio Version In this episode of Life Unlimited, […]

Unveiling the Emotional Side of Money: Insights from Christine Luken [Ep. 131]

Prepare for an insightful exploration of the deep emotional connection between money and relationships in this thought-provoking episode. Larry Heller, CFP®, CDFA®, is joined by esteemed podcast host and founder of the Financial Dignity Movement, Christine Luken. With her expertise in coaching high-earning professionals, business owners, and divorcees to overcome overwhelming debt and achieve remarkable […]

Mastering the Craft of Business Valuations: Expert Tips and Insights with Karl Janhsen, CPA, P.C. (Ep. 130)

From selling a business to retirement planning, partnership negotiations, divorce proceedings and estate planning, there are many reasons why someone would need a business valuation. Although the empirical data has vastly improved since the early days in this field, professionals still prioritize understanding each business individually and utilize several different valuation approaches including market, cost, […]

The Risk Factor: Unraveling Investment Pitfalls (Ep. 129)

The lack of risk assessment in some investment types can lead people to overlook potential risks until a negative outcome occurs. With the current state of several regional banks such as Silicon Valley Bank, it is becoming increasingly important to understand and manage financial risks pertaining to cash and other investments. Watch the Video Version […]