Retirement Unlocked

Publicly listed emails

podcasts@proudmouth.com

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Direct Indexing and Tax-Loss Harvesting with Angela R. Berkosky (Ep. 209)

October 07, 2026

Watching a stock or business grow substantially can feel rewarding, until you start thinking about the tax bill that could come with selling it. For investors with appreciated stock, multiple account types, or proceeds from a major sale, investment decisions and tax decisions can quickly become intertwined. In this episode, Larry Heller, CFP®, CDFA®, speaks with Angela R. Berkosky, CFA®, MBA, Director of Investment Strategy at Savant Wealth Management, about incorporating taxes into portfolio...

From Portfolio Performance to Purposeful Retirement Planning (Ep. 208)

September 23, 2026

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...

Planning to Sell Your Trade Business? What to Do Before Retirement (Ep. 207)

September 09, 2026

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. ...

Coffee with Your Retirement Coach · Low booking difficulty · 100 - 1,000 listeners

The Financial Puzzle Playbook · Low booking difficulty · 100 - 1,000 listeners

How do I get in touch with Retirement Unlocked?

Retirement Unlocked is hosted by Larry Heller. Its publicly listed email is podcasts@proudmouth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Retirement Unlocked?

The publicly listed email for Retirement Unlocked: podcasts@proudmouth.com.

How many listeners does Retirement Unlocked have?

Podseeker estimates Retirement Unlocked reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Retirement Unlocked?

Retirement Unlocked typically books working professionals with real expertise. Typical guest background: Credentialed estate-planning attorneys, wealth-transfer specialists, certified financial planners, tax professionals, and other experienced retirement or business-exit advisors. Common among recent guests: Leadership roles in wealth management or estate planning; Professional designations such as JD or CFP; Practical experience advising high-net-worth families, business owners, or retirees. Recent guests include Dominick J. Parillo.

How hard is it to get booked on Retirement Unlocked?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does Retirement Unlocked cover?

Recent episodes cover Finance, Retirement Planning, Investment Strategy, Tax Planning, and Estate Planning. Pitch an idea tied to one of these topics and mention a recent episode.