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 […]

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 […]