An Employer’s Guide to 401k Plans: A Four-Part Series (Part III) (Ep. 148)
Life Unlimited
by Larry Heller
1w ago
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 participants alike. Larry Discusses: Emphasis on the vital role of fiduciary duties within 401(k) plans, spotlighting the frequently neglected responsibilities that plan participants hold as trustees Detailed exploratio ..read more
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How High Deductible Plans Can Save Your Business Money (Ep. 147)
Life Unlimited
by Larry Heller
3w ago
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 with businesses to maximize savings through high-deductible plans. He provides comprehensive explanations on the mechanics of these plans and showcases their efficacy in saving costs, employing real-world examples to ill ..read more
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An Employer’s Guide to 401k Plans: A Four-Part Series (Part II)
Life Unlimited
by Larry Heller
1M ago
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 essential for effectively managing a 401(k) plan. Larry Discusses: The broad scope of fiduciary responsibility, extending beyond plan sponsors to key employees involved in plan management The crucial role of ..read more
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Decoding Legal Changes: Unpacking the 2024 Corporate Transparency Act and Proposed Non-Compete Agreement Changes with Yogi Patel (Ep. 145)
Life Unlimited
by Larry Heller
2M ago
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 Transparency Act and the potential changes with non-compete agreements in New York State. This discussion is critical for anyone wanting to keep abreast of these legal developments and their potential impacts on business operations. Larry & Yogi discuss: Th ..read more
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An Employer’s Guide to 401k Plans: A Four-Part Series (Part I)
Life Unlimited
by Larry Heller
2M ago
Is it possible for 401(k) plans to work harder for you? Join Larry Heller, CFP®, CDFA®, in this essential mini-series where Larry 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 educational aspects, this podcast equips you with the knowledge to navigate the complexities of 401(k) plans. Larry Discusses: Various 401(k) plan types like Regular, Safe H ..read more
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Is Your Portfolio Missing Out? The Rise of Private Credit with Alona Gornick (Ep. 143)
Life Unlimited
by Larry Heller
3M ago
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 asset class currently commanding a substantial $1.5 trillion in assets. Larry & Alona discuss: What is Private Credit, what advantages does it offer, and how it has experienced such growth Private Credit’s diversi ..read more
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Investment Insights: Embracing Asset Class Strategies with Apollo Lupescu (Ep. 140)
Life Unlimited
by Larry Heller
4M ago
“Swimming with a school of fish”, that’s how Apollo from Dimensional Fund Advisors describes asset class investing in this episode of Life Unlimited.  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 commitment to asset-class investing. The c ..read more
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Year-End Tax Planning Unveiled: 10 Tips to Implement Before Year-End (Ep. 139)
Life Unlimited
by Larry Heller
5M ago
Tax loss harvesting – ever heard of it? It’s a strategy where you sell investments that have decreased in value to offset any gains and save on taxes. In this episode, Larry Heller, CFP®, CDFA® overviews ten savings and tax planning tips to implement before the end of the year. He goes into detail on topics such as maximizing savings in retirement plans, choosing the right type of IRA or 401(k), doing backdoor Roth or Roth conversions, understanding changes in inherited IRA rules, and seeking professional advice for overall tax planning.  Larry discusses:  Tips on maximizing itemize ..read more
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Life Beyond Divorce: Focusing on the Future with Gabrielle Clemens (Ep. 138)
Life Unlimited
by Larry Heller
5M ago
Juggling the various aspects of your life can not only be tricky, it can be very overwhelming. And then, just when you think you’ve got a handle on it all, a ball comes crashing down. No matter your financial situation, you deserve to come out happy and secure after a divorce.  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 as she shares her knowledge in divorce taxation, estate planning, and finance so women can focus on ..read more
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Navigating the Founder Exit Paradox with Jerome Meyers
Life Unlimited
by Larry Heller
6M ago
What happens after you retire or sell your business? Today’s guest, Jerome Myers is certain that you will fall victim to the ‘founder exit paradox’ and experience feelings of uncertainty and loss of purpose. In this episode, Larry Heller, CFP®, CDFA ® chats with Jerome about why many business owners suffer an existential crisis after selling their business or retiring from a leadership role. Listen as he explains the ‘eight exits of a founder’ and how you can emotionally prepare for your next phase. Jerome discusses:  The importance of focusing on the human element of a profession rather ..read more
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