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Retire Secure!
Retire Secure! episodes
- Episode 74 - The Four Keys to Successful Investing with Paul MerrimanTOPICS COVERED: Introduction of Guest – Paul Merriman; Resource for Do-It-Yourselfers; University Street Vs. Main Street; Be a Mechanical Investor; Vanguard Vs. DFA Funds; Understanding Fiduciary Relationship46 min
- Episode 73 - Active vs. Passive Investing with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTxEpisode 73 - Active vs. Passive Investing with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx47 min
- Episode 72 - Tips for Reducing Taxes with Sandy Botkin, CPA, JDEpisode 72 - Tips for Reducing Taxes with Sandy Botkin, CPA, JD49 min
- Episode 71 - Maximizing Social Securty Benefits with Larry Kotlikoff, PhDTOPICS COVERED: Introduction of Guest – Larry Kotlikoff; Case #1: Single 60 Year Old Woman With Long Life Expectancy; Utilize Useful Resources for Retirement Planning; Case #2: Married Couple With Only One Strong Earning Record; Larry Kotlikoff Running for President49 min
- Episode 70 - Generating Income in Retirement through Bonds and Bond Ladders with Dan HendersonTOPICS COVERED: Introduction of Guest – Dan Henderson; Basics of a Bond; Individual Bonds Vs. Other Fixed Income Classes; Commissions Vs. Fees; Risks With Bonds; What are Bond Ladders?; Investing Strategy With Bonds; Do Not Break a Certificate of Deposit Early48 min
- Episode 69 - Investment Mistakes Even Smart Investors Make and How to Avoid Them with Larry Swedroe, MBATOPICS COVERED: Introduction of Guest - Larry Swedroe, MBA; Overconfidence Will Cost You; Do the Opposite of What Others Do; Do Not Panic When Bad News Roam; Advice for Couples; Don’t Be Afraid to Sell When You Are Ahead; Confusing Familiar with Being Safe; Choose Wealth Manager Rather Than Investment Advisor; Have a Roadmap49 min
- Episode 68 - Renowned Expert on Children's Finances - Five Answers to the Most Important Investment Questions with Neale GodfreyTOPICS COVERED: Introduction of Guest – Neale Godfrey; Be Honest With Your Children About Finances; Is Private School Worth The Debt?; Caller Q&A: Should I Roll 403(b) to an IRA?; Leave A Video for Your Kids or Grandkids; Caller Q&A: Benefits of Inherited IRA for Grandchildren; Children Should Earn Their Allowance50 min
- Episode 67 - Answers to Important Investment Questions with Dan Goldie, CFA, CFPEpisode 67 - Answers to Important Investment Questions with Dan Goldie, CFA, CFP54 min
- Episode 66 - An Hour with Financial Author Jonathan ClementsTOPICS COVERED: Introduction of Guest – Jonathan Clements; Realize What You Can and Cannot Control; Expect Relatively Low Short-term Interest Rates; Plan for Increase in Income Tax; Economic Growth Will Be Mediocre In Years Ahead; Don’t Panic and Stick With Your Asset Allocation Strategy; Delay Social Security; Using Non-Deductible IRAs and Immediate Fixed Annuities55 min
- Episode 65 - Ed Slott, CPA, America's Top IRA and Retirement Plan ExpertTOPICS COVERED: Introduction of Guest – Ed Slott; Find a Competent Advisor; Move Your Money to Tax-Free Territories; Avoiding Mistakes with Inherited IRAs; Estate Planning and Trust Intricacies57 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!