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Retire Secure!
Retire Secure! episodes
- Episode 124 - Making Decisions that Lead to a Secure Retirement with guest Julie Jason, JD, LLMMaking Decisions that Lead to a Secure Retirement, James Lange, CPA/Attorney - Guest: Julie Jason, JD, LLM - Episode 124 - TOPICS COVERED: The Pennsylvania Ban on Same Sex Marriage Deemed Unconstitutional, Guest Introduction: Julie Jason, JD, LLM, How Much Do I Need To Retire?, Picking the Right People to Help You Plan, Where to Find Further Advice from Julie57 min
- Episode 123 - Estate Strategies Deliver Clarity and Peace of Mind with guest Bob Keebler, CPA, MST, AEPEstate Strategies Deliver Clarity and Peace of Mind, James Lange, CPA/Attorney, Guest: Bob Keebler, CPA, MST, AEP, Episode 123, TOPICS COVERED: Guest Introduction: Bob Keebler, CPA, MST, AEP, The Death of the Stretch IRA?, IRA Relocation, The Importance of Analysis Using Tax Brackets, Roth Recharacterization and Segregation, What’s an AMT?55 min
- Episode 122 - Comments on Current Financial Affairs with guest Charlie SmithComments on Current Financial AffairsJames Lange, CPA/AttorneyEpisode 122,TOPICS COVERED: Guest Introduction: Charlie Smith, Easing Fears about The Stock Market, The Equity Premium, The Effects of An Aging America, Inflation or Deflation Trends, Sticking to the Plan, The Shortcomings of High Frequency Trading, Deflation55 min
- Episode 121 - Retire Secure! for Same Sex CouplesRetire Secure! for Same-Sex CouplesJames Lange, CPA/AttorneyEpisode 121TOPICS COVERED: Book Introduction, Why Write This Book?, The Purposes of Writing the Book, How much Difference Marriage can Make, Financially Speaking, IRAs and Retirement Plans for Same Sex Couples, Testimonials for and Contributors to Retire Secure! For Same-Sex Couples, Pay Taxes Later, Big Picture Social Security Advice56 min
- Episode 120 - Following an Efficient Financial Strategy Produces Dividends with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxFollowing an Efficient Financial Strategy Produces DividendsJames Lange, CPA/AttorneyGuest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxEpisode 120TOPICS 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”55 min
- Episode 119 - Estate Planning for the Modern, Blended Family with guest Paul Hood, JD, LLmEstate Planning for the Modern, Blended FamilyJames Lange, CPA/AttorneyGuest: Paul Hood, JD, LLmEpisode 119TOPICS COVERED:Guest Introduction: Paul Hood, JD, LLm,What is a “Modern” or “Blended” Family?,Providing for your Spouse while Protecting Children from a Previous Relationship, Advice for Unmarried Couples,Bequeathing Real Estate in a Blended Family,55 min
- Episode 118 - Sexual Orientation and the Law with guest Anthony InfantiSexual Orientation and the LawJames Lange, CPA/AttorneyGuest: Anthony InfantiEpisode 118TOPICS COVERED:Guest Introduction: Anthony InfantiHow is the Landscape Changing Concerning Same Sex Equality?What Changes May Happen Legally for Same Sex Couples?Equality in EducationUnlawful DiscriminationTax Strategies for Same Sex CouplesWhat Follows the Legalization of Same Sex Marriage?Healthcare Equality50 min
- Episode 117 - Services Available for Pittsburgh’s Seniors with guest Maxine HornServices Available for Pittsburgh’s SeniorsJim Lange, CPA/AttorneyGuest: Maxine HornEpisode 117TOPICS COVERED:Guest Introduction: Maxine HornWhat is AgeWell and What Services do you Offer?What do the AgeWell Services Cost?What You Can Expect from a Typical Call to AgeWellUCLA Memory TrainingWhat Services are Offered to Seniors with More Complicated Needs?Transportation Resources for SeniorsVolunteer Opportunities within the CommunityFinal Words: Advice and Wisdom51 min
- Episode 116 - Investing Retirement Assets for Long-Term Success with guest Rod Kamps, CFPInvesting Retirement Assets for Long-Term SuccessJim Lange, CPA/AttorneyGuest: Rod Kamps, CFPEpisode 116TOPICS COVERED:Guest Introduction: Rod Kamps, CFPFiguring Out How Much Money You Need to RetireEstablishing a Reasonable Expected Rate of ReturnTax DiversificationDiversifying Income SourcesDimensional Fund Advisors and their part in DiversifyingManaging Risk in RetirementCommon Retirement Mistakes and How to Avoid Them51 min
- Episode 115 - Estate Planning with guest Matt Schwartz, JDWills, Trusts and EstatesJim Lange, CPA/AttorneyGuest: Matt Schwartz, Esq.Episode 115TOPICS COVERED:Guest Introduction – Matt Schwartz, Esq.Money Saving Strategies for your Legacy: Leaving to CharitiesAvoiding ProbateTrusts as BeneficiariesAttorneys and Financial Advisors Working Together for YouSpecial Needs TrustThe Importance of Having Assets in the Right NameNaming Trustees and ExecutorsMoney Saving Strategies: For You and Your LivelihoodThe Threat of the Death of the Stretch IRADisclaimers50 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!