Retirement Unlocked

Latest Episodes
The 6 Retirement Mistakes To Avoid (Ep. 177)
The market is unpredictable; your retirement plan shouldnt be. In this episode of Retirement Unlocked, host Larry Heller, CFP, CDFA, breaks down six of the most common (and costly) mistakes people
Breaking the Health Insurance Mold: The New Health Plan Playbook with Louis Bernardi [Ep. 176]
Health insurance is one of the largest expenses for many businesses, but are you getting what youre paying for? In this eye-opening episode, Larry Heller, CFP, speaks with Louis Bernardi of BrightPa
Your 5-Year Retirement Countdown: Key Steps to Take Now [Ep.175]
What are some steps you should be taking 5 years before your retirement? This question sets the stage for an engaging episode with Larry Heller, CFP, CDFA , where we delve into the crucial five-yea
Understanding the Insurance Market Crisis: Higher Rates, Tougher Carriers, and Smart Moves with Gregg Knepper [Ep.174]
Wildfires. Hurricanes. Cyber Attacks. How are todays biggest threats reshaping the insurance industryand what can you do to stay protected? In this episode of Retirement Unlocked, Larry Heller, CFP
5 Tax Gotchas That High-Net-Worth Individuals Overlook [Ep.173]
What tax traps could derail your retirement plans? In this episode, Larry Heller, CFP, CDFA, breaks down five major tax gotchas that high-net-worth retirees must navigate to protect their wealth
Accounting Firm M&A: Trends, Valuations & Challenges with Geoff Bruskin [Ep.172]
Its time to discuss the world of Mergers and Acquisitions (M&A) in accounting. In this episode, Larry Heller, CFP, CDFA sits down with Geoff Bruskin, M&A specialist from White Tiger Connections, I
Retirement Unlocked: Managing Sequence of Returns Risk [Ep.171]
What does it mean to face the sequence of returns risk when you retire? In this episode of Retirement Unlocked, Larry Heller, CFP, CDFA, discusses why the order of your investment returns matters
2025 Tax Changes: What You Must Know to Protect Your Wealth with Bill Minoff [Ep.170]
Are You Prepared for the Biggest Tax Changes in Years? The 2025 tax landscape is about to undergo a massive shift as key provisions of the 2017 Tax Cuts and Jobs Act expire. These changes could mean h
Mastering Retirement Withdrawals: Expert Tips for Smart Distribution Planning [Ep. 169]
Do you know the smartest way to manage your withdrawals in retirement? In this episode of the Life Unlimited podcast, host Larry Heller, CFP, CDFA, shares expert strategies for managing retirement w
Legal Recruiting Trends: Attract and Retain Top Talent with Shari Davidson [Ep. 168]
The legal industry is evolving, and law firms are facing unprecedented challenges in recruiting and retaining top talent. In this episode of Life Unlimited, Larry Heller, CFP, CDFA, sits down with S