Navigating the Medicare Maze with Craig Smith [Ep. 151]
There is no secret to Medicare, you just need the proper guidance. In this insightful episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, welcomes Craig Smith, Medicare professional. With a focus on senior healthcare since 2013, Craig has become a go-to advisor for baby boomers managing healthcare and insurance financials, especially Medicare. The episode […]
An Employer’s Guide to 401k Plans: A Four-Part Series (Part IV) [Ep. 150]
Are your 401(k) offerings impacting employee wellness and engagement? Join Larry Heller, CFP®, CDFA®, in the concluding episode of our four-part series, “An Employer’s Guide to 401k Plans.” This final segment focuses on the broader impact of 401(k) plans in terms of employee well-being and corporate culture. Larry explores how these plans transcend traditional retirement […]
Breaking Down Employment Law Myths with Doug Rowe (Ep. 149)
Is your business at risk due to employment law misunderstandings? In this captivating episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, is joined by Doug Rowe, an acclaimed labor and employment law partner at Certilman Balin, and a New York Metro Super Lawyer and The Legal Eagle award recipient. Doug delves into the critical […]
An Employer’s Guide to 401k Plans: A Four-Part Series (Part III) (Ep. 148)
Are you managing your 401(k) effectively? Dive into the intricate world of 401(k) investment strategies with Larry Heller, CFP®, CDFA®, in this informative third installment of the “Employer’s Guide to 401k Plans” series. This episode delves into crucial aspects such as fiduciary duties, investment selection, and fund diversity, offering valuable insights for trustees and plan […]
How High Deductible Plans Can Save Your Business Money with Jeffrey Weiner (Ep. 147)
Is opting for high deductible health insurance plans a smart financial move for businesses? Larry Heller’s latest episode of the Life Unlimited Podcast features Jeff Weiner, CEO of HKM Associates, who brings his extensive experience spanning over four decades in life, health insurance, and financial services. Throughout the episode, Jeff offers invaluable insights into working […]
An Employer’s Guide to 401k Plans: A Four-Part Series (Part II) (Ep. 146)
Are you confident in your mastery of 401k fiduciary responsibilities? Continuing the engaging “Employer’s Guide to 401k Plans” series with Larry Heller, CFP®, CDFA®, this second installment dives deeper into the crucial topic of 401(k) fiduciary governance. Building on the foundational knowledge from Part I, Larry guides listeners through the intricate responsibilities and best practices […]
Decoding Legal Changes: Unpacking the 2024 Corporate Transparency Act and Proposed Non-Compete Agreement Changes with Yogi Patel (Ep. 145)
A new year has begun, and with it comes significant legal changes for corporations and small businesses. How should you prepare? In this episode of the Life Unlimited podcast, host Larry Heller, CFP®, CDFA®, talks to Yogi Patel, managing partner at Outside Legal Counsel, LLP, in a revealing discussion about the details of the Corporate […]
An Employer’s Guide to 401k Plans: A Four-Part Series (Part I)
Join Larry Heller, CFP®, CDFA®, in this essential mini-series where he unravels the intricacies of 401(k)’s. This episode covers crucial topics such as the significance of proper plan design, the diverse types of 401k plans, and the advantages of offering these plans for business owners. From perspectives on contributions and matching to navigating investments and […]
Is Your Portfolio Missing Out? The Rise of Private Credit with Alona Gornick (Ep. 143)
Is private credit the hidden gem missing in your investment portfolio? Explore the untapped potential of private credit in your investment portfolio with Larry Heller, CFP®, CDFA® and special guest Alona Gornick, Managing Director and Senior Investment Strategist at Churchill Asset Management. Together, they take us deep into the intricacies of private credit, a burgeoning […]
The Great Wealth Transfer, Part 2: Bridging Generations (Ep. 142)
In “The Great Wealth Transfer, Part 2,” Larry Heller, CFP®, CDFA®, guides us through the intricate dynamics of this wealth transition, offering crucial insights for aging parents and their millennial heirs. Larry sheds light on key aspects, empowering millennials to navigate challenging conversations with their Boomer parents and ensuring a seamless, secure transfer of wealth. […]
