Episodios

  • More Time, Less Stress: Why Smart Businesses Are Outsourcing Their Bookkeeping with Cheri Giglia (Ep. 178)

    More Time, Less Stress: Why Smart Businesses Are Outsourcing Their Bookkeeping with Cheri Giglia (Ep. 178)
    Jun 18 2025
    Outsourcing your bookkeeping isn’t just a cost-saving move; it could be the smartest strategic decision your business makes this year. In this episode, Larry Heller, CFP®, CDFA®, sits down with Cheri Giglia, Owner and Managing Director of Supporting Strategies on Long Island, to explore why more small businesses are turning to virtual bookkeeping for efficiency, …

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    26 m
  • The 6 Retirement Mistakes To Avoid (Ep. 177)

    The 6 Retirement Mistakes To Avoid (Ep. 177)
    Jun 4 2025
    The market is unpredictable; your retirement plan shouldn’t be. In this episode of Retirement Unlocked, host Larry Heller, CFP®, CDFA®, breaks down six of the most common (and costly) mistakes people make when planning for retirement. From underestimating how much you can spend to failing to optimize your Social Security benefits, Larry shares why these …

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    20 m
  • Breaking the Health Insurance Mold: The New Health Plan Playbook with Louis Bernardi [Ep. 176]

    Breaking the Health Insurance Mold: The New Health Plan Playbook with Louis Bernardi [Ep. 176]
    May 21 2025
    Health insurance is one of the largest expenses for many businesses, but are you getting what you’re paying for? In this eye-opening episode, Larry Heller, CFP®, speaks with Louis Bernardi of BrightPath Benefit Advisors about the outdated and opaque nature of most employer-sponsored health insurance plans. Louis reveals how major carriers prioritize shareholder profits over …

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    32 m
  • Your 5-Year Retirement Countdown: Key Steps to Take Now [Ep.175]

    Your 5-Year Retirement Countdown: Key Steps to Take Now [Ep.175]
    May 7 2025
    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-year countdown to retirement. Larry emphasizes the importance of timely planning and actionable strategies to ensure a smooth shift into this …

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    19 m
  • Understanding the Insurance Market Crisis: Higher Rates, Tougher Carriers, and Smart Moves with Gregg Knepper [Ep.174]

    Understanding the Insurance Market Crisis: Higher Rates, Tougher Carriers, and Smart Moves with Gregg Knepper [Ep.174]
    Apr 16 2025
    Wildfires. Hurricanes. Cyber Attacks. How are today’s biggest threats reshaping the insurance industry—and what can you do to stay protected? In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, sits down with Gregg Knepper, President of Integrated Coverage Group, to break down the rapidly changing insurance landscape. With more than 15 years of experience …

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    26 m
  • 5 Tax Gotchas That High-Net-Worth Individuals Overlook [Ep.173]

    5 Tax Gotchas That High-Net-Worth Individuals Overlook [Ep.173]
    Apr 2 2025
    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 and retirement security. From the impact of required minimum distributions to the looming expiration of the 2017 tax cuts, Larry sheds light on often-overlooked tax …

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    20 m
  • Accounting Firm M&A: Trends, Valuations & Challenges with Geoff Bruskin [Ep.172]

    Accounting Firm M&A: Trends, Valuations & Challenges with Geoff Bruskin [Ep.172]
    Mar 5 2025
    It’s 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, Inc., to discuss the bustling landscape of M&A, particularly within accounting. Geoff, with his extensive background in business brokerage and private equity, sheds …

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    26 m
  • Retirement Unlocked: Managing Sequence of Returns Risk [Ep.171]

    Retirement Unlocked: Managing Sequence of Returns Risk [Ep.171]
    Feb 19 2025
    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 as you enter retirement. Larry also breaks down this critical aspect of retirement planning and introduces strategies that can safeguard your financial …

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    22 m