Larry Heller initially wanted to be an accountant in college. He obtained his CPA and started working for a “big 8” accounting firm. After three and a half years, he realized he wanted to do something else. Accounting was more or less helping people after the fact, so he decided he wanted to do something in the planning phase instead. When he was in college, his father passed away and he was left with his mother who was a homemaker. He also had a younger sister. Concerns about their future started to arise and it led him to think about a financial plan for their family. This eventually would be his starting track to a career in financial planning.

Learn more about Heller Wealth Management and Larry Heller in this podcast:

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Episode 1 - Introduction to Larry Heller

The concept of retirement has changed a lot in recent years. Traditionally, it was about retiring at age 65, buying a few things, then enjoying the remaining years of your life. Now people have a chance to live 30 to 35 years into retirement. People can choose early retirement, pursue a different career, start working part time, and so much more. In this episode, Larry provides an overview of the Four Pillars of Your Complete Financial House, to help you get stated on planning your retirement.

Learn more about these 4 pillars in this podcast:

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Episode 2 - 4 Pillars of Your Complete Financial House

“Mindset” is the first of the Four Pillars of Your Complete Financial House. It is a very important pillar, as it is the foundation of your complete financial house. Mindset can be broken down into three categories: Vision, Purpose, and Discipline. Without identifying your vision & purpose, and practicing discipline, it is difficult to truly understand how financial goals will be met. Learn more about pillar #1, Mindset, in this podcast:

Episode 3 - 4 Pillars of Your Complete Financial House - Mindset

Larry Heller of Heller Wealth Management introduces the Second Pillar - Strategy of your Complete Financial House. This pillar involves creating a plan and different strategies to accomplish your financial goals! Learn more about the second pillar, “Strategy,” in this podcast:

Episode 4 - 4 Pillars of Your Complete Financial House - Strategy

When it comes to retirement, you must put several strategies in place that are quite different compared to when you were working. Here we have planning tactics that can be a benefit to everyone preparing to build a complete financial house.

All of these tactics are intertwined. One of the best things you can do to implement these strategies is to work with an expert such as a wealth advisor to really specialize and focus on this. Some experts focus on only one of these tactics, but it’s best to find someone who can implement all of them. Since they are intertwined, working with someone who has experience and education in these areas can make things much more efficient.

Learn more about the third pillar in this podcast:

Episode 5 - 4 Pillars of Your Complete Financial House – Pillar 3: Tactics

Larry shares more on the Fourth Pillar of the Complete Financial House – Progress. A financial planner will help you set a strategy and game plan towards your goal, although sometimes it’s hard to stay on track with plans we’ve put in place. Having a planner who is fully dedicated to the plan is recommended. We also want to keep looking at the plan regularly and have short-term goals we can meet outside of the long-term plan. This way, we can see our progress and be sure that we are going in the right direction.

Learn more about the Fourth Pillar of the Complete Financial House in this podcast:

Episode 6 - Fourth Pillar of the Complete Financial House – Progress

Larry shares more about the concerns clients have when preparing for retirement. Over the years, financial professionals have met with hundreds of clients, and for the most part, they have similar concerns. In fact, there are seven concerns that stand out from the rest, as they are the main points people looking to retire are most worried about.

Learn more about the seven biggest concerns clients have when preparing for retirement in this podcast:

Episode 7 - The 7 Biggest Concerns Clients Have When Preparing for Retirement

Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It needs a solid foundation and a clear blueprint before you can begin implementing tactics. Our Complete Financial Advice considers your entire financial house.

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