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Retire Secure!
Retire Secure! episodes
- Episode 94 - Maximize Your Social Security Benefits with Kathleen Sindell, PhDEpisode 94 - Maximize Your Social Security Benefits with Kathleen Sindell, PhD - TOPICS COVERED: Introduction of Guest – Kathleen Sindell, PhD; Delay Taking Social Security; Social Security Will Probably Continue; Take Advantage of Apply and Suspend; Caller Q&A: Spousal Benefits with Social Security50 min
- Episode 93 - How Would a Change in Marital Status Affect Your Financial Future? with Howard KleinEpisode 93 - How Would a Change in Marital Status Affect Your Financial Future? with Howard Klein - TOPICS COVERED: Introduction of Guest – Howard Klein; Understanding The Safe Withdrawal Rate; Reevaluate Your Money Allocations After Divorce; Marriage Comes With A Fiduciary Duty; Beneficiary Designations After Divorce; Q&A: How To Find The Right Person To Help With Estate Planning After Divorce?; Understanding Undue Influence50 min
- Episode 92 - My Favorite Personal Finance Writer of All Time - Jonathan ClementsEpisode 92 - My Favorite Personal Finance Writer of All Time - Jonathan Clements - TOPICS COVERED: Introduction of Guest – Jonathan Clements; Understand What You Want From Your Money; We Shouldn’t Neglect Today; Money Is Emotional; Focus On Things You Can Control; The Virtue Of Simplicity; Fund Retirement Before College Education; Buy Experiences Rather Than Things; Inflation Is Worse Than Market Volatility50 min
- Episode 91 - Michael Lamb, JD (Pittsburgh's Controller) Speaks OutEpisode 91 - Michael Lamb, JD (Pittsburgh's Controller) Speaks Out - TOPICS COVERED: Introduction of Guest – Michael E. Lamb, JD; Avoiding Transfer Taxes; Problems With The New County Assessments; Keeping Up With The Pension Plan; Pittsburgh’s Infrastructural Problems51 min
- Episode 90 - Year End IRA Review with Special Ed Slott, CPAEpisode 90 - Year End IRA Review with Special Ed Slott, CPA50 min
- Episode 89 - The Lange Money Hour Special: Interview with John Bogle of The Vanguard GroupEpisode 89 - The Lange Money Hour Special: Interview with John Bogle of The Vanguard Group - TOPICS COVERED: Introduction of Guest – John Bogle; Investment vs. Speculation; Profound Conflict of Interests in Money Management Businesses; What Bought on the 2008-2009 Financial Crisis?; Fiduciary Standard and Disclosure of Fees Should Be Enforced; Index Fund Investing = A Winning Strategy; Bogle’s Ten Simple Rules for Investment Success; Don’t Speculate to Get Higher Yields; The Value of Hiring a True Fiduciary Advisor1 hr 7 min
- Episode 88 - Life Insurance & Estate Planning with Terry Headley, LUTCF, FSSEpisode 88 - Life Insurance & Estate Planning with Terry Headley, LUTCF, FSS - TOPICS COVERED: Introduction of Guest –Terry Headley, LUTCF, FSS; Price Increases For Universal Life Policies; Life Insurance As A Guaranteed Investment; Client Profile For Guaranteed Universal Life; Life Insurance With A Long-Term Care Rider; Candidates For A Second-To-Die Life Insurance Policy50 min
- Episode 87 - Impending Increase in Life Insurance Premiums with Tom Hall, CLU, ChFCEpisode 87 - Impending Increase in Life Insurance Premiums with Tom Hall, CLU, ChFC - TOPICS COVERED: Introduction of Special Guest –Tom Hall, CLU, ChFC; Lock in Tax-free Rates of Return Before Year End; Understanding Life Insurance with Long-Term Care Rider; Understanding Whole Life Insurance; Young Families Should Have Adequate Insurance Coverage; Significant Increase Premiums for Guaranteed Universal Life Policies; Am I Insurable?; Consider Utilizing the Annuity in a Different Fashion49 min
- Episode 86 - Year-End Tax Planning with Sandy Botkin, CPA, JDEpisode 86 - Year-End Tax Planning with Sandy Botkin, CPA, JD - TOPICS COVERED:Introduction of Guest – Sandy Botkin, CPA, JDPlan on Substantial Tax IncreasesUnderstanding Medicare SurtaxPossible Spike in Dividend RatesTake Advantage of Capital Gain Harvesting in 2012Investment Planning Tip: Diversify Your PortfolioRoth IRA Conversion Before Tax Rates IncreaseImportance of Income Tax PlanningPossible Change in Estate ExemptionUnderstanding Gift Tax50 min
- Episode 85 - Are Safe Withdrawal Rates Really Safe? with Todd R. TresidderEpisode 85 - Are Safe Withdrawal Rates Really Safe? with Todd R. Tresidder - TOPICS COVERED: Introduction of Guest – Todd R. Tresidder; Previous Research On Safe Withdrawal Rates; The Older You Are, The Less You Spend; Avoid Equity Risk If You Have A Ten Or Fifteen-Year Timeframe; Factors To Consider With Fifteen to Thirty-Year Timeframe; The 1.8% Safe Withdrawal Rate49 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!