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Retire Secure!
Retire Secure! episodes
- Episode 134 - Michael Lamb, Pittsburgh City ControllerEpisode 134 - Michael Lamb, Pittsburgh City Controller - TOPICS COVERED: Guest Introduction: Michael Lamb, Controller, City of Pittsburgh, Pittsburgh’s Financial Health, The City and the County Working Together, Proposed Tax Increases, The Redevelopment of the former Civic Arena Site, The Transfer Tax, City Pension Liability, Roads and Bridges, Water and Sewage48 min
- Episode 133 - John Bogle, a Financial Industry Giant, Addresses CongressEpisode 133: John Bogle, a Financial Industry Giant, Addresses Congress - Guest: John Bogle, Founder, Retired CEO of The Vanguard Group - TOPICS COVERED: Guest Introduction: John Bogle, Low Cost Index Funds, Advice to Employees Building Their Retirement Plan at Work, Advice to Employers, Social Security: Why Is It Broken and What Can Be Done to Fix It?, Defined Benefit (aka Pension) Plans, Problems with Defined Contribution Plans, Fiduciary Standard, Resources for Investors48 min
- Episode 132 - Creating a Comprehensive Retirement Strategy with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxCreating a Comprehensive Retirement Strategy, Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, Episode 132 - TOPICS COVERED: Guest Introduction: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, A Little Bit More about Jim and What a Meeting with Jim Looks Like, Meeting with P.J. DiNuzzo, Defining “Fiduciary Standard”, A Second Consultation with P.J. DiNuzzo, “I want to commit. Now what?”55 min
- Episode 131 - Using Nobel Prize Research to Maximize Investment Returns with guest Paul MerrimanUsing Nobel Prize Research to Maximize Investment Returns, Guest: Paul Merriman, Episode 131 - TOPICS COVERED: Guest Introduction: Paul Merriman, Retired Financial Advisor & Author, Why is Education Important for the Investing Public?, Resources for the Investor, Comparing Dimensional Fund Advisors to Vanguard, Differences in Portfolio Construction, Diversification within Fixed Income Classes and Bonds, Eugene Fama and the Nobel Prize for Financial Economics56 min
- Episode 130 - The Quest for Alpha with guest Larry Swedroe, MBAThe Quest for Alpha, Guest: Larry Swedroe, MBA, Episode 130, TOPICS COVERED: Guest Introduction: Larry Swedroe, Defining "Alpha", The Four Factors, Index Fund Recommendations, Reducing the Risk of the Black Swan49 min
- Episode 129 - The Importance of Asset Allocation with guest Dr. Roger IbbotsonThe Importance of Asset Allocation, James Lange, CPA/Attorney, Guest: Dr. Roger Ibbotson, Founder, Chairman and Chief Investment Officer of Zebra Capital and Professor in the Practice Emeritus of Finance at the Yale School of Management, Episode 129 TOPICS COVERED: Guest Introduction: Dr. Roger Ibbotson, The Efficient Market, Long Term Premiums, Alpha and Beta, Eugene Fama, Making the Best Investments, Robert Shiller and Behavioral Science, Questions from Listener John about How Much to Invest Where and Dimensional Fund Advisors, Asset Allocation56 min
- Episode 128 - The View of Pittsburgh from the Mayor's Office with guest Pittsburgh Mayor Bill PedutoThe View of Pittsburgh from the Mayor’s Office, James Lange, CPA/Attorney, Guest: Bill Peduto, Mayor, City of Pittsburgh, Episode 128, TOPICS COVERED: Guest Introduction: Bill Peduto, Act 47, The August Wilson Center, Pittsburgh’s Major Non-Profits, Technology Upgrades, New Transportation Options in Pittsburgh, Public Parking, Commuter Tax, City-County Cooperation, The Site of the former Civic Arena54 min
- Episode 127 - Enhanced Social Security Planning: Getting the Most Out of Your Social Security BenefitsEnhanced Social Security Planning: Getting The Most of Your Social Security Benefits, James Lange, CPA/Attorney, Episode 127, TOPICS COVERED: Show Subject Introduction: Social Security Planning, When to Apply for Social Security, Taking Advantage of “Apply and Suspend”, Taking Social Security Benefits on a Divorced Spouse, How Much Money Are We Really Talking About?, Suspending the Collection of Benefits After You’re Started Taking Them, The Synergy Between Social Security and Roth IRA Conversions55 min
- Episode 126 - Supporting the Four Corners of your Financial House with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxSupporting 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 Rebalancing55 min
- Episode 125 - Elder Law with guest Lawrence Frolik, JD, Professor of Law, University of PittsburghTOPICS COVERED: Guest Introduction: Lawrence Frolik, JD, Who Should Seek Out A Specialist in Elder Law?, The Real Role of an Elder Law Attorney, Living Wills, Marriage and Medical Liability55 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!