Life Unlimited

Life Unlimited

Latest Episodes

Time to Have Those Tough Conversations with Your Parents (Ep.117)
November 21, 2022

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 go

Tax-Saving Strategies Before Year-End with Matthew Taus, CPA, CFP® (Ep. 116)
November 11, 2022

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

Tending Your Investment Strategy with Tax Loss Harvesting (Ep.115)
October 31, 2022

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? Its an investment strategy that starts with the unrealized losse

Everything You Need To Know About Prenuptial Agreements With Sandra Radna, Esq (Ep.114)
October 04, 2022

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 San

Navigating The Myriad of Tasks After The Loss of a Loved One with Ronnie Genser (Ep.113)
September 26, 2022

One of the last things you want to worry about when you lose a loved one are the numerous non-financial tasks after the loss of a loved one. Unfortunately, this is the reality for a lot of people. In

What You Need To Know About Retiring in a Recession (Ep.112)
September 01, 2022

If youre thinking about retiring, but the recession has you worried, have no fear, with proper planning, you can make decisions that are right for you. What types of things should you be reviewing wi

Navigating A Bear Market As A Soon-To-Be Retiree (Ep.111)
August 18, 2022

Youve done it. Youve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you dont have as much money as you thought

Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep.110)
August 04, 2022

Entering retirement can feel like crossing the finish line of a marathon, however, that doesnt mean the race is entirely over. A large struggle people face when they enter retirement is establishing

Common Errors To Avoid When Passing Money To Your Heirs Upon Death (Ep. 109)
July 21, 2022

Will your net worth be transferred to your heirs the way you intend it to? How do you know? In this episode of Life Unlimited, Larry shares some real life stories of major mistakes he has seen with

Taking Financial Responsibility Before You’re a Widow or Widower (Ep. 108)
July 05, 2022

99% of people will become a widow or widower at some point in their life, so financial preparation will be helpful during this emotional time. In this episode, Larry Heller guides you around ways to m