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. […]
The Great Wealth Transfer, Part 1: From Boomers to Millennials (Ep. 141)
In this two-part series, Larry Heller, CFP®, CDFA®, offers a glimpse into the psyche of the baby boomers as they navigate this monumental transition of wealth to the millennials. Learn how you can prepare as Larry covers such topics as taxes, Roth conversions, estate planning, and the benefits of being diligent with your record-keeping. Watch […]
Investment Insights: Embracing Asset Class Strategies with Apollo Lupescu (Ep. 140)
Larry Heller, CFP®, CDFA ® welcomes Apollo Lupescu, Vice President of Dimensional Fund Advisors, a prominent global investment management firm to discuss the emotional and logical thought process associated with investing. Listen as Apollo delves into the distinctive investment approaches employed by Dimensional Fund Advisors, placing significant emphasis on their meticulous data analysis and their […]
Year-end Tax Planning Unveiled: 10 Tips to Implement Before Year-End (Ep. 139)
In our recent podcast episode of Life Unlimited, we had a riveting conversation with financial expert Larry Heller, who shared invaluable advice on maximizing your annual savings in retirement plans. Watch the Video Version Listen to the Audio Version Tax loss harvesting – ever heard of it? It’s a strategy where you sell investments that […]
Life Beyond Divorce: Focusing on the Future with Gabrielle Clemens (Ep. 138)
In this episode of Life Unlimited, host Larry Heller, CFP®, CDFA® focuses on helping women through the divorce process with guidance and expertise from Gabrielle Clemens, an award-winning attorney and CDFA®. Listen to the Audio Version Juggling the various aspects of your life can not only be tricky, it can be very overwhelming. And then, […]