Life Unlimited

Life Unlimited


Latest Episodes

Mastering Divorce: Protecting Your Assets and Future with Lisa Zeiderman (Ep.134)
August 09, 2023

In todays episode, Lisa Zeiderman, Esq., CDFA, CFL, and Managing Partner at Miller Zeiderman LLP, sheds light on the complexities and processes of divorce, particularly when it occurs later in life

The Gray Divorce Phenomenon: Redefining Your Life and Retirement with Andrew Hatherley (Ep. 133)
July 26, 2023

Todays guest, Andrew Hatherley, CDFA, CRPC is the founder and CEO of Wiser Divorce Solutions, LLC and Transcend Retirement, LLC. After going through a divorce at 52, Andrew realized that there was

Navigating Loss: 4 Essential Steps to Take as the Surviving Spouse (Ep. 132)
July 12, 2023

Unfortunately, none of us truly anticipates the possibility of being thrust into the realm of widowhood. Join host Larry Heller, CFP, CDFA as he guides widows and widowers through the essential step

Unveiling the Emotional Side of Money: Insights from Christine Luken (Ep. 131)
June 28, 2023

Prepare for an insightful exploration of the deep emotional connection between money and relationships in this thought-provoking episode. Larry Heller, CFP, CDFA, is joined by esteemed podcast host

Mastering the Craft of Business Valuations: Expert Tips and Insights with Karl Janhsen, CPA, P.C. (Ep. 130)
June 14, 2023

From selling a business to retirement planning, partnership negotiations, divorce proceedings, and estate planning, there are many reasons why someone would need a business valuation. Although the emp

The Risk Factor: Unraveling Investment Pitfalls (Ep. 129)
May 24, 2023

The lack of risk assessment in some investment types can lead people to overlook potential risks until a negative outcome occurs. With the current state of several regional banks such as Silicon Valle

Guiding the Visually Impaired: A Journey of Inclusion in Triathlons and Ironmans with Caroline Gaynor (Ep. 128)
May 10, 2023

People with disabilities may face challenges when engaging in everyday activities. However, participating in competitive sports can be even more daunting for them. What can we do to provide them with

Ready, Set, Retire: Key Steps for Securing Your Financial Future (Ep. 127)
April 26, 2023

We all dream of those golden years when we can kick back and enjoy our retirement, knowing we have worked extensively for the money now used in retirement. But getting to that point requires a series

Behind Closed Doors: The World of Investigative Techniques with Philip Segal (Ep. 126)
April 12, 2023

From divorces and inheritance disputes, to fraud investigations and business partnerships gone sour, there are a number of reasons you may want to consider hiring an expert financial investigator. I

RMDs & The Age Increase: What This Means For Your Portfolio (Ep.125)
March 22, 2023

With the emergence of the new SECURE (Setting Every Community Up For Retirement Enhancement) Act 2.0, there are upwards of 100 different changes made that will affect the onset and process of your ret