Life Unlimited with Larry Heller, CFP(R)
Business:Investing
In this episode, Larry Heller speaks with Dan Goldberg to discuss what life care managers are and why you should consider hiring one.
Dan Goldberg is the president and managing director of IKOR of the North Shore Long Island, a life care management company for seniors and individuals with disabilities.
With our aging population, it’s more important than ever to consider how you will get the best care for our loved ones when they have special needs or medical issues.
Tune in as Larry and Dan discuss the role of a life care manager, housing options for older adults, along with common misconceptions around how Medicare works.
IKOR of North Shore Long Island | IKOR Global | Heller Wealth Management
Episode 17 - How and When to Use a Roth
Episode 16 - 10 Financial Steps to Take in the New Year
Episode 15 - The New Tax Bill - Larry Heller with Michael Kessler, CPA
Episode 14 - Creating an Investment Portfolio for a Successful Retirement
Episode 13 - Does Your Advisor Do This? Strategies to Optimize After a Tax Return
Episode 12 - The Social Security Conundrum Part 4: Divorcees and Widows / Coordinating Benefits with Other Assets and Income Streams
Episode 11 – The Social Security Conundrum – Part 3: Innovative Ways to Coordinate Benefits with Your Spouse
Episode 10 – The Social Security Conundrum – Part 2: When Should I Apply for Social Security?
Episode 9 - The Social Security Conundrum – Part 1
Episode 8 - How Much Can I Spend In Retirement? – 4 Questions
Episode 7 - The 7 Biggest Concerns Clients Have When Preparing for Retirement
Episode 6 - Fourth Pillar of the Complete Financial House – Progress
Episode 5 - 4 Pillars of Your Complete Financial House – Pillar 3: Tactics
Episode 4 - 4 Pillars of Your Complete Financial House - Strategy
Episode 3 - 4 Pillars of Your Complete Financial House - Mindset
Episode 2 - 4 Pillars of Your Complete Financial House
Episode 1 - Get to Know Larry Heller, Heller Wealth Mgmt
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