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 […]
Guiding the Visually Impaired: A Journey of Inclusion in Triathlons and Ironmans with Caroline Gaynor (Ep. 128)
People with disabilities may face challenges when engaging in everyday activities. However, participating in competitive sports can be even more daunting for them. What can we do to provide them with the necessary support? Watch the Video Version Listen to the Audio Version Join us in this release as Larry Heller, CFP®, CDFA®, sits down […]
Ready, Set, Retire: Key Steps for Securing Your Financial Future (Ep. 127)
We all dream of those golden years when we can kick back and enjoy our retirement, knowing we have worked extensively for the money now used in retirement. But getting to that point requires a series of different checkpoints that will determine if you are truly ready to retire with confidence. Watch the Video Version Listen […]
Behind Closed Doors: The World of Investigative Techniques with Philip Segal (Ep. 126)
From divorces and inheritance disputes, to fraud investigations and business partnerships gone sour, there are a number of reasons you may want to consider hiring an expert financial investigator. Listen to the Audio Version Watch the Video Version In this episode, Larry Heller, CFP®, sits down with Philip Segal, author of The Art of Fact […]
RMDs & The Age Increase: What This Means For Your Portfolio (Ep.125)
With the emergence of the new SECURE (Setting Every Community Up For Retirement Enhancement) Act 2.0, there are upwards of 100 different changes made that will affect the onset and process of your retirement. The one in the hot seat today is the RMD (Required Minimum Distribution) age change. Listen to the Audio Version Watch […]
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 […]
