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Retire Secure!
Retire Secure! episodes
- Episode 114 - Asset Allocation Strategies That Will Maximize Your Retirement with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxAsset Allocation Strategies That Will Maximize Your RetirementJim Lange, CPA/AttorneyGuest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxEpisode 114TOPICS COVERED:Guest Introduction – P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxWhat is Asset Allocation?What is Diversification and Why is it Beneficial?Having An Adequate Cash ReserveDifferent Portfolio ManagementHow Time Affects Asset AllocationGiftingDifferent Asset Allocation ScenariosRebalancingWhat Changes your Asset Allocation?51 min
- Episode 113 - The Meaning of DOMA's Downfall wtih guest Evan Wolfson, JDEvan Wolfson on Civil Rights and DOMA’s DownfallJim Lange, CPA/AttorneyGuest: Evan Wolfson, JDEpisode 113TOPICS COVERED:Introduction of Guest – Evan Wolfson, JDWhy Is Same-Sex Marriage Important?Accepting Children Who Are GayTreat Others As You Would Want To Be TreatedTaking Down The Central Part of DOMAEnding The Denial Of Marriage Benefits EverybodyMarried Couples Should Be Treated The Same Across The CountryLack Of Social Security Benefits For Same-Sex MarriagesBeing A Part Of The Civil Rights MovementThe First Step To Change Is Conversation50 min
- Episode 112 - Ed Slott, CPA, on the End of the Stretch IRAEd Slott on the End of the Stretch IRAJim Lange, CPA/AttorneyGuest: Ed Slott, CPAEpisode 112TOPICS COVERED:Guest Introduction: Ed Slott, CPAStretch IRAsWhen May Stretch IRAs Disappear?How Likely is a Tax Law Overhaul?Beginning Retirement Planning at a Younger Age and the Book to Help You Do ItWhat Are The Best Assets to invest in Currently?If You Don’t Make a Tax Plan, the Government Will Make One For YouHow Same-Sex Couples are Affected51 min
- Episode 111 - Maximizing Social Security & Roth IRA Conversions with guest Mary Beth Franklin, CFPSocial Security Benefit Maximization and Roth IRA ConversionsJim Lange, CPA/AttorneyGuest: Mary Beth Franklin, CFPEpisode 111TOPICS COVERED:Guest Introduction: Mary Beth Franklin, CFPMaking Social Security Work the Best for YouSocial Security vs. Private AnnuitiesApply and SuspendBest Time to do a Roth ConversionIncreased Taxation of Social Security or Medicare Part BSynergy between Social Security Collection and Roth ConversionSocial Security Benefits after a Divorce50 min
- Episode 110 - Government Gridlock & Retirement Planning with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxGovernment Gridlock & Retirement Planning withGuest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxJim Lange, CPA/AttorneyGuest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxEpisode 11051 min
- Episode 109 - Active Investing Done Right with guest Charlie SmithEpisode 109 - Active Investing Done Right with guest Charlie Smith51 min
- Episode 108 - The Philosophy of Money with guest John D. SpoonerThe Philosophy of Money with Guest John D. SpoonerJim Lange, CPA/AttorneyGuest: John D. SpoonerEpisode 108TOPICS COVERED:Guest Introduction: John SpoonerGetting Jobs by Enhancing Your ResumePersonal NotesPicking a Financial AdvisorInsurance and Choosing the Right AgentWills, Trusts, and Estate PlanningDoing Your Due DiligenceWrap Up and Final Advice on Families51 min
- Episode 107 - Active vs. Index Investing with guest Weston WellingtonEpisode 107 - Active vs. Index Investing with guest Weston Wellington50 min
- Episode 106 - Retirement Decisions You Need to Make Right Now with guest Ray LeVitre, CFPEpisode 106 - Retirement Decisions You Need to Make Right Now with guest Ray LeVitre, CFP48 min
- Episode 105 - Avoid These IRA Landmines with guest Seymour Goldberg, CPA, MBA, JDEpisode 105 - Avoid These IRA Landmines with guest Seymour Goldberg, CPA, MBA, JD50 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!