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Episode 120 - Following an Efficient Financial Strategy Produces Dividends with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Following an Efficient Financial Strategy Produces Dividends
James Lange, CPA/Attorney
Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 120
TOPICS COVERED:
Guest Introduction: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx,
Introducing Gamma,
The Bucket Analysis,
Other Key Aspects of the Gamma Strategy,
Tax Efficiency as Part of Your Financial Strategy,
Morningstar and Defining “Liability Relative Asset Allocation Optimization”
View all episodes
By James Lange
4.1
3232 ratings
Following an Efficient Financial Strategy Produces Dividends
James Lange, CPA/Attorney
Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 120
TOPICS COVERED:
Guest Introduction: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx,
Introducing Gamma,
The Bucket Analysis,
Other Key Aspects of the Gamma Strategy,
Tax Efficiency as Part of Your Financial Strategy,
Morningstar and Defining “Liability Relative Asset Allocation Optimization”
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