Life Unlimited

Life Unlimited


Latest Episodes

Navigating the Medicare Maze with Craig Smith (Ep. 151)
April 16, 2024

There is no secret to Medicare, you just need the proper guidance. In this insightful episode of Life Unlimited, host Larry Heller, CFP, CDFA, welcomes Craig Smith, Medicare professional. With a foc

An Employer’s Guide to 401(k) Plans: A Four-Part Series (Part IV) (Ep. 150)
April 03, 2024

Are your 401(k) offerings impacting employee wellness and engagement? Join Larry Heller, CFP, CDFA, in the concluding episode of our four-part series, An Employers Guide to 401k Plans. This final

Breaking Down Employment Law Myths with Doug Rowe (Ep. 149)
March 20, 2024

Is your business at risk due to employment law misunderstandings? In this captivating episode of Life Unlimited, host Larry Heller, CFP, CDFA, is joined by Doug Rowe, an acclaimed labor and employme

An Employer’s Guide to 401k Plans: A Four-Part Series (Part III) (Ep. 148)
March 06, 2024

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 Employers Guide t

How High Deductible Plans Can Save Your Business Money (Ep. 147)
February 21, 2024

Is opting for high-deductible health insurance plans a smart financial move for businesses? Larry Hellers latest episode of the Life Unlimited Podcast features Jeff Weiner, CEO of HKM Associates, who

An Employer’s Guide to 401k Plans: A Four-Part Series (Part II)
February 07, 2024

Are you confident in your mastery of 401k fiduciary responsibilities? Continuing the engaging Employers Guide to 401k Plans series with Larry Heller, CFP, CDFA, this second installment dives deep

Decoding Legal Changes: Unpacking the 2024 Corporate Transparency Act and Proposed Non-Compete Agreement Changes with Yogi Patel (Ep. 145)
January 17, 2024

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,

An Employer’s Guide to 401k Plans: A Four-Part Series (Part I)
January 03, 2024

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 topi

Is Your Portfolio Missing Out? The Rise of Private Credit with Alona Gornick (Ep. 143)
December 20, 2023

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 A

The Great Wealth Transfer, Part 2: Bridging Generations (Ep. 142)
December 13, 2023

As we delve deeper into the transformative phenomenon of the Great Wealth Transfer, Part 2 of our series further explores the staggering $68 to $74 trillion destined to cascade down over the next deca