HeyJaredRetirement Unlocked
Retirement Unlocked. With Larry Heller, CFP®. Your life. Your way. How financial resilience can let you live it – for life. While money matters, being able to pursue the things that enrich our individual lives also matters.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 23, 2026
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- Earliest in this view
- Jul 8, 2026
Latest episodes
From Portfolio Performance to Purposeful Retirement Planning (Ep. 208) (opens the original)
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Are you approaching retirement and wondering whether your investments, spending, taxes, estate plan, and future goals are all working together? A retirement plan should do more than track portfolio performance. It should help you understand how your money can support the lifestyle you want, while accounting for income needs, taxes, market risk, family priorities, and changing circumstances. In this episode, Larry Heller, CFP®, CDFA®, explains how to build a retirement plan around the life you wa
Planning to Sell Your Trade Business? What to Do Before Retirement (Ep. 207) (opens the original)
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How do you sell a trade business and turn decades of work into retirement income? If you’re a contractor, electrician, plumber, landscaper, HVAC professional, or another skilled-trade owner thinking about retirement, the decisions you make before the sale may affect what your business is worth, how much you keep after taxes, and how the proceeds support your retirement. In this episode, Larry Heller, CFP®, CDFA®, explains what business owners should consider before selling a trade business. He c
The Retirement Confidence Checklist: 6 Things to Review Before You Retire (Ep. 206) (opens the original)
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Are you approaching retirement and wondering whether your spending, investments, taxes, insurance, estate plan, and retirement lifestyle are all working together? A retirement plan should do more than help you reach a savings goal. It should support the life you want while preparing for changing markets, rising costs, healthcare needs, and a retirement that could last 30 years. In this episode, Larry Heller, CFP®, CDFA®, shares a six-part retirement planning checklist designed to help people app
Common Estate Planning Mistakes That Can Undermine Your Legacy with Dom Parillo (Ep. 205) (opens the original)
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A lot of people think their estate planning is complete once the legal documents are signed. But for retirees and families with complex assets, those documents may not be enough if trusts, beneficiary designations, account ownership, and tax planning aren’t coordinated. In this episode, Larry Heller, CFP®, CDFA®, speaks with Dominick J. Parillo, JD, CFP®, Director of Wealth Transfer at Savant Wealth Management, about the estate planning details families often overlook. They explain how an unfund
What to Do After Selling Your Business: 5 Mistakes That Could Affect Your Retirement (Ep. 204) (opens the original)
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What should you do after selling your business? Closing the deal is a major milestone, but it’s only the beginning of a new chapter. Without a thoughtful plan, emotional decisions, tax surprises, and a lack of direction can undermine the financial freedom you’ve worked so hard to achieve. In this episode, Larry Heller, CFP®, CDFA®, explores the most common mistakes business owners make after selling their business and shares practical guidance for turning a successful exit into a successful reti
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