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Retire Secure!
Retire Secure! episodes
- Episode 144 - The Secrets to Maxing Out Your Social Security with Dr. Laurence KotlikoffTOPICS COVERED: Guest Introduction: Dr. Larry Kotlikoff, Reasons to Hire an Advisor, Holding off on Collecting Social Security, Spending More Money, Not Less with Apply and Suspend, Roth IRA Conversions at the Lowest Tax Bracket48 min
- Episode 143 - The White Coat Investor: Investing for Physicians with Dr. Jim DahleTOPICS COVERED: Guest Introduction: Dr. Jim Dahle, Pitfalls for Physicians, Picking the Right Specialty, Index Funds, Live Like a Resident, Learning on the Job, The Source of Dr. Dahle’s Drive, Insurance as Part of Smart Saving, Health Savings Accounts, The 'Back Door Roth', Keeping Insurance Separate from Investing48 min
- Episode 142 - Jonathan Clements' Money Guide 2015TOPICS COVERED: Guest Introduction: Jonathan Clements, Weekly Columnist for The Wall Street Journal and Bestselling Author, Online Retirement Calculators, Safe Withdrawal Rates, Paying Off Debt, Living on Less, Are Second Homes a Good Idea? Variable Annuities, Long-Term Care Insurance, Low-Cost Indexes47 min
- Episode 141 - Smart Indexes and ETFs with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxTOPICS COVERED: Guest Introduction: P.J. DiNuzzo, The History of Indexing, Getting the Asset Allocation Correct, Listener Email Inquiry, Stocks versus Bonds, Value and Growth Stocks, Momentum, Direct Profitability, Smart Beta, The Importance of Cost48 min
- Episode 140 - Only Retire Once with Roy WilliamsTOPICS COVERED: Guest Introduction: Roy Williams, CEO, Prestige Wealth Management Group, Retirement Mistake Number One: Outliving Your Savings, Listener Questions: Apply and Suspend, Yearly Withdrawals, and Asset Allocation, Advice for Clients Considering a Divorce, Retirement Mistake Number Two: Underestimating Healthcare Costs, A Brief Address on Inflation48 min
- Episode 139 - Inheriting IRAs and Roth IRAs with guest Michael J. JonesEpisode 139 - Inheriting IRAs and Roth IRAs with guest Michael J. Jones - TOPICS COVERED: Guest Introduction: Mike Jones, IRA Beneficiary Forms, To "Trust” or Not to “Trust", Inherited IRAs, Disclaimer Planning, Protecting Spendthrift Beneficiaries, Stretch IRAs49 min
- Episode 138 - The Financial Benefits of MarriageEpisode 138 - The Financial Benefits of Marriage - TOPICS COVERED: Show Topic Introduction: The Financial Benefits of Marriage, Trusts & Estates, Optimizing Social Security Benefits, Getting the Most out of an IRA, The Few Financial Disadvantages of Marriage48 min
- Episode 137 - World Class Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxEpisode 137 - World Class Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx - TOPICS COVERED: Different Investors, Different Thoughts, Emotional Investing versus Objective Investment Strategy, What is Asset Allocation and Why is it Important? Asset Allocation versus Diversification, Common Diversification Mistakes, Asset Class Decisions, Indexing versus Active Money Management, The Difference Between Vanguard and Dimensional Fund Advisors, Rebalancing49 min
- Episode 136 - Ed Slott helps IRA Owners Protect their LegacyEpisode 136 - Ed Slott helps IRA Owners Protect their Legacy - TOPICS COVERED: Guest Introduction: Ed Slott, CPA, America’s IRA Expert, The Stretch IRA and How It Might be Changing, Encouraged Planning, IRA Creditor Protection, Rollover Limitations, Roth IRA Conversions, Differences between IRAs and Employer-Sponsored Retirement Plans, The Five Step Action Plan to Defuse the Retirement Savings Time Bomb, Naming Trusts as IRA Beneficiaries49 min
- Episode 135 - Jonathan Clements: A Good Friend Writes AgainEpisode 135 - Jonathan Clements: A Good Friend Writes Again - The Lange Money Hour: Where Smart Money Talks - James Lange, CPA/Attorney: TOPICS COVERED: Guest Introduction: Jonathan Clements, The Jonathan Clements Money Guide, Returning to The Wall Street Journal, Family Mortgages, Responding to Increased Market Volatility, Indexes, Immediate Annuities, Reverse Mortgages, Fears about Inflation: What is Justified and What isn’t, Acting Upon Things You Can Control48 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!