Retire Secure!

Episode 126 - Supporting the Four Corners of your Financial House with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx


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Supporting the Four Corners of Your Financial House, James Lange, CPA/Attorney, Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, Episode 126, TOPICS COVERED: Guest Introduction: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, The DiNuzzo Stack Analysis, Fiduciary Responsibility, Behavior Coaching, Taking Advantage of a Dynamic Withdrawal Strategy, Cost Effective Portfolios, Tax Management of a Portfolio Rebalancing
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Retire Secure!By James Lange

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