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 […]

Everything You Need to Know About Prenuptial Agreements with Sandra Radna, Esq. (Ep. 114)

Despite common belief, prenuptial agreements are not just for the ultra rich. They can benefit anyone from any financial background. In this episode, Larry Heller, CFP invites matrimonial attorney Sandra Radna, Esq to discuss prenuptial agreements and what benefits they serve to both individuals in a marriage. Listen to the Audio Version Watch the Video […]

What You Need To Know About Retiring in a Recession (Ep. 112)

If you’re thinking about retiring, but the recession has you worried, have no fear, with proper planning, you can make decisions that are right for you. What types of things should you be reviewing with your financial advisor when the economy looks like it is headed into a recession? Listen to the Audio Version Watch […]

Navigating A Bear Market As A Soon-To-Be-Retiree (Ep. 111)

You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought. A bear market can cause you to make knee-jerk reactions that can affect your retirement plan.  In this episode, Larry […]

Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep. 110)

Entering retirement can feel like crossing the finish line of a marathon, however, that doesn’t mean the race is entirely over. A large struggle people face when they enter retirement is establishing their new identity outside of the workplace and staying engaged with the things that give them purpose. In this episode, mindset mentor George […]