Episodios

  • Unlocking Real Estate Wealth: 1031 Exchanges and DSTs with Stephen Davis [Ep. 157]

    Unlocking Real Estate Wealth: 1031 Exchanges and DSTs with Stephen Davis [Ep. 157]
    Jul 24 2024
    Ready to transform your real estate assets into a tax-efficient retirement plan? Want to maximize your real estate wealth without the headache of property management? Join host Larry Heller, CFP®, CDFA®, as he explores the world of 1031 exchanges with Stephen K. Davis, President and CEO of Safe Harbor Asset Management. With over 40 years …

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    28 m
  • Corporate Benefits to Cash Management Plans: A Deep Dive Into How We Work with Business Owners (Ep. 156)

    Corporate Benefits to Cash Management Plans: A Deep Dive Into How We Work with Business Owners (Ep. 156)
    Jul 10 2024
    How can business owners keep their financial strategies effective for long-term success? In this informative episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, reveals the intricacies of corporate benefits and cash management tailored for business owners. Learn how regularly updating 401k plans, optimizing cash reserves, and leveraging professional networks can alter your business. Obtain …

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    24 m
  • ESOPs Explained: Bridging the Wealth Gap with Chris Coates [Ep. 155]

    ESOPs Explained: Bridging the Wealth Gap with Chris Coates [Ep. 155]
    Jun 19 2024
    What if your employees could help drive your business to new heights while investing in their own financial futures? Uncover the power of ESOPs now! Join host Larry Heller, CFP®, CDFA®, as he discusses the intricacies of ESOPs with Chris Coates, a skilled professional in business transition strategies. With over 30 years of experience, Coates …

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    25 m
  • From Planning to Investments: A Deep Dive Into Our Services (Ep. 154)

    From Planning to Investments: A Deep Dive Into Our Services (Ep. 154)
    May 31 2024
    Beyond managing your investments and portfolio, have you ever wondered what else financial advisors do? Understanding the full scope of financial advisory services is essential to maximizing the benefits of your financial plan. In this enlightening episode of Life Unlimited, host Larry Heller, CFP®, CDFA® explores the multifaceted role of financial advisors. He addresses common …

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    23 m
  • Financial Health for Your Business: Top Mistakes to Steer Clear Of with Tricia M. Taitt (Ep. 153)

    Financial Health for Your Business: Top Mistakes to Steer Clear Of with Tricia M. Taitt (Ep. 153)
    May 14 2024
    Financial missteps can derail even the most promising businesses. In this impactful episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, is joined by Tricia M. Taitt, CEO of Fincore and skilled fractional CFO. They dive into the top five financial mistakes that businesses often make and offer practical advice on how to avoid them. …

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    31 m
  • Unlocking Tax Strategies to Optimize Your Retirement (Ep. 152)

    Unlocking Tax Strategies to Optimize Your Retirement (Ep. 152)
    Apr 30 2024
    Are you effectively using tax strategies to boost your retirement investments? Explore this insightful episode of the Life Unlimited Podcast featuring Larry Heller, CFP®, CDFA®. Larry delves into strategic tax planning and investment strategies designed to optimize retirement savings both during your working years and in retirement. Drawing from his experience as a former CPA, …

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    21 m
  • Navigating the Medicare Maze with Craig Smith (Ep. 151)

    Navigating the Medicare Maze with Craig Smith (Ep. 151)
    Apr 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 focus on senior healthcare since 2013, Craig has become a go-to advisor for baby boomers managing healthcare and insurance financials, especially Medicare. The episode …

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    20 m
  • An Employer’s Guide to 401(k) Plans: A Four-Part Series (Part IV) (Ep. 150)

    An Employer’s Guide to 401(k) Plans: A Four-Part Series (Part IV) (Ep. 150)
    Apr 3 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 Employer’s Guide to 401k Plans.” This final segment focuses on the broader impact of 401(k) plans in terms of employee well-being and corporate culture. Larry explores how these plans transcend traditional retirement …

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    17 m