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Retire Secure!
Retire Secure! episodes
- Episode 37 – Economic Observation from Portfolio Manager, Charlie Smith, of Fort Pitt Capital Group
In this classic episode of The Lange Money Hour, CPA/Attorney James Lange and Portfolio Manager Charlie Smith of Fort Pitt Capital Group define Equity Premium, the art of Diversification, and many other topics!
54 min - Episode 36 – A Woman’s Advice for Women Investors with guest Barbara Stanny
In this episode of The Lange Money Hour, CPA/Attorney James Lange and special guest Barbara Stanny will give advice for Women Investors.
Learn Barbara's story, as well as the three levels of Financial Development for Women, among other important topics!53 min - Episode 35 - Roth Conversion Stories
In this episode, James Lange discusses Roth Conversion Stories including topics concerning;
- You're Never Too Old to Make Roth IRA Conversions
- Three Pots of Money Story
- Roth IRA Conversion is Not Always the Answer
53 min - Episode 34 - The Ideal Beneficiary of Your IRA
CPA/Attorney James Lange and Nicole DeMartino discuss the Ideal Beneficiary of the IRA. The two will discuss topics that include;
- Update on Pending Legislation for Roth Designated Account Conversions
- Minimum Required Distributions for IRAs
- Two Basic Types of Beneficiaries
- Estate Tax Exemptions
- Lange's Cascading Beneficiary Plan
51 min - Episode 33 - Converting 401(k)s/403(b)s to A Roth 401(k)/403(b)
On this episode of the Lange Money Hour, from July 28th, 2010, Jim Lange discusses converting 401(k)s/403(b)s to Roth 401(k)s/403(b)s and why you should encourage your employers to offer Roth designated accounts.
53 min - Episode 32 - The Ultimate Retirement Planning Authority with guest Natalie Choate, Esq.
Retirement Planning authority Natalie Choate joins the Lange Money Hour on this July 14, 2010 episode to discuss the best and worse ideas for retirement benefits, the current state of federal estate taxes, and a lively Q&A with callers to the show.
56 min - Episode 31 - How to Achieve Tax-Free Growth with guest John Bledsoe, CFP, CLU, ChFC, MSFS, AEP, CLTC
John Bledsoe, CFP, CLU, ChFC, MSFS, AEP, CLTC joins Jim Lange on The Lange Money Hour on this June 30th, 2010 episode to discuss how to achieve tax-free growth, and learn about the 10 IRA Commandments!
56 min - Episode 30 - Grow Wealth While Still Working
On this episode of The Lange Money Hour, Jim Lange seeks to teach listeners how to grow wealth while still working. Learn the best ways to maximize your retirement contributions, and the Q&A of listeners with various questions on their 401ks, IRAs, and Roth IRA conversions.
54 min - Episode 29 – “The Roth Launcher” with guest Steven Kohman, CPA, CSEP, CSRP
On this episode of The Lange Money Hour, Jim Lange welcomes Steve Kohman, CPA, C SEP, CSRP to the show to discuss the "Roth Launcher", the background and basic assumptions of Roth IRA Conversions, strategies of Roth IRA conversions, and how to convert 401(k)s and other IRAs to Roth IRAs.
54 min - Episode 28 – Ideal Beneficiary Designations with guest Matthew Schwartz
Matt Schwartz, Lange Financial Group Legal team attorney joins Jim Lange on the Lange Money Hour to discuss ideal beneficiary designation.
51 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!