Life Unlimited
Latest Episodes
QDROs & Divorce: Understanding the Settlement of Retirement Assets with Derrick A. Rubin, Esq. (Ep. 124)
Most people dont prepare for a divorce before they get married. In most divorces, property that was acquired during the marriage is subject to division between the spouses depending on a number of fa
The Importance of Instilling Financial Literacy in Children with Karen Tenenbaum, co-creator of Walter the Vault (Ep. 123)
When todays guest witnessed her 5-year-old daughter squeal with delight by inserting a quarter into a vending machine, she knew she had to instill proper financial habits, and fast. Did you know that
Why women need to be aware of their financial situation with Belinda Tsui (Ep.122)
Calling all women!! Are you currently in a position where your partner manages your finances and you have no idea what they are? Then its time for you to get more involved in these conversations. Bei
Using a Cash Balance Plan to Save Large Pre-Tax Dollars with David Yackel (Ep.121)
A Cash Balance Plan allows you to put away larger amounts than a traditional defined contribution retirement plan.In this episode, Larry Heller, CFP, is joined by David Yackel from Pension Review Se
Sage Advice for Simplifying your Life with Financial & Lifestyle Concierge, Judith Heft CMC® (Ep. 120 )
When life feels like it is running faster than you can handle, dont you wish that you had some sort of manual to keep your life in check? Organizing your finances can help you avoid late fees and mis
Investing with the Reservoir Strategy (Ep.119)
To avoid worrying about day-to-day stock market volatility, it might be a good idea to start investing with the reservoir strategy. Turn off the media, stop listening to those so-called experts that m
Shedding Light on Low Vision with Dr. Steven Schoenbart (Ep. 118)
Do you have trouble seeing clearly? Low vision refers to anything less than 20/20, accompanied by some sort of blur, or loss of vision. To help correct it, there are a number of helpful solutions avai
Time to Have Those Tough Conversations with Your Parents (Ep.117)
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)
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)
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