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Retire Secure!
Retire Secure! episodes
- Episode 154 - The Incredible Shrinking Alpha with Larry SwedroeTOPICS COVERED: Guest Introduction: Larry Swedroe, Author, MBA in Finance & Investment; What is Alpha?; Active versus Passive Management; Considering Premiums; Advice for the Do-It-Yourselfer; How to Choose the Right Advisor48 min
- Episode 153 - The Indexing Advantage with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxTOPICS COVERED: Guest Introduction: P.J.DiNuzzo; Diversification; Are Stocks and Bonds Still a Good Investment?; A Safer Portfolio; The DiNuzzo Money Bucket Stack Analysis; The Difference between Active Investing and Index Investing47 min
- Episode 152 - Retirement Decisions Guide 2015 with Ed Slott, CPATOPICS COVERED: Guest Introduction: Ed Slott, CPA; Roth IRAs as an Alternative to a 529 Plan; The Importance of Beneficiary Forms; Potential Death of the Stretch; An Alternative to the Stretch; The Integration of Social Security Strategies and IRA Strategies49 min
- Episode 151 - What’s New in Third Edition of Retire Secure! with James Lange, CPA / AttorneyTOPICS COVERED: Show Introduction: The Updated Retire Secure; Pay Taxes Later: IRAs; The Exception to the Rule: The Roth; Estate Planning; When to Start Collecting Social Security48 min
- Episode 150 - Investment Decisions Guaranteed to Change Your Financial Future with Paul MerrimanTOPICS COVERED: Guest Introduction: Paul Merriman, Retired Financial Advisor, Author, Approaching Asset Allocation Savings, Small vs. Large Companies, Value vs. Growth, Bonds46 min
- Episode 149 - Women Don’t Ask: How Married Women Can Advocate for their Own Financial Protection with Dr. Linda BabcockTOPICS COVERED: Guest Introduction: Dr. Linda Babcock; Speaking Up; Negotiating; Going in with a Knowledge Base; The Important of Being in the Room; The Negotiating Basics; Fairness47 min
- Episode 148 - The Dimensions, Premiums, and Factors of Index Investing with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxTOPICS COVERED: Guest Introduction: P.J. DiNuzzo; Premiums and Risk; Value vs. Growth Stocks; Why do Some Premiums Outperform the Market?; Smart Beta; Rules-Based Factors; Impurities in ETFs48 min
- Episode 147 - What Investors Can Expect in 2015-2016 with Charlie SmithWhat Investors Can Expect in 2015-2016 with Charlie Smith47 min
- Episode 146 - Retire Secure! with James Lange, CPA/Attorney, Best Selling AuthorTOPICS COVERED: Show Introduction, Caller One: Roth IRA Conversions and Apply and Suspend, Caller Two: The Death of the Stretch IRA, Trusts for Younger Generations Inheriting IRAs49 min
- Episode 145 - Secrets of a Former IRS Attorney with Sandy Botkin, CPA, Esq.TOPICS COVERED: Guest Introduction: Sandy Botkin, Starting Your Own Business, Income Shifting, Making the Right Choices Regarding Undergraduate Education, The Health Savings Account49 min
About Retire Secure!
From the publisher's feed
The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. …
All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many more.Like what you've heard from Jim so far? Call our offices at (412) 521-2732 if you're in the Pittsburgh area or call toll-free at (800) 387-1129 and schedule an appointment to meet with Jim! Go to https://paytaxeslater.com to get all of Jim's incredible content and his books and learn how you can Retire Secure!