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Retire Secure!
Retire Secure! episodes
- Episode 7 - Trusts and Their Uses With Special Guest Tom Crowley, MBAJim Lange welcomes Tom Crowley, MBA, Senior Wealth Planner and VP of PNC Wealth Management to the show to discusses the Q-Tip, Revocable, Minor, and Charitable Trusts and their uses.55 min
- Episode 6 - With Special Guest Bob KeeblerJim Lange welcomes Bob Keebler, the author of The Big IRA Book to the show where they discuss:
- The Art and Science of Tax Loss Harvesting
- Roth IRA Versus Roth 401(k)
- Strategies for Converting Nondeductible IRA to Roth IRA
And more!55 min - Episode 5 - Lange's Cascading Beneficiary PlanThe 5th Episode of the Lange Money Hour, Jim discusses his revolutionary estate planning plan, Lange's Cascading Beneficiary Plan. What is it? Well in his own words:In the early nineties, I began thinking creatively about this problem. My objective was to revolutionize my firm’s estate planning practice by drafting documents that could accommodate changing circumstances—the key, as I saw it, would be flexibility within a reasonable set of assumptions. Lange’s Cascading Beneficiary Plan, as it came to be called, uses specific language and disclaimers to provide the most flexibility when it is needed the most—at the time of the death of the first spouse when the surviving spouse and the family have the most current picture of their finances and family dynamics. We were aiming for less guesswork decades in advance!You can read about the Lange Cascading Beneficiary Plan on Jim's website paytaxeslater.com in the blog section!54 min
- Episode 4 - Making the Most of Your Retirement Investments with guest Paul MerrimanPaul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more, at his website.Paul is also the author of multiple books on personal investing, including:
- Financial Fitness Forever: 5 Steps To More Money
- Less Risk and More Peace of Mind (McGraw Hill, Oct. 2011)
- Live It Up Without Outliving Your Money! Creating The Perfect Retirement
- First-Time Investor: Grow and Protect Your Money
- 101 Investment Decisions Guaranteed to Change Your Financial Future
- Get Smart or Get Screwed: How To Select The Best and Get The Most From Your Financial Advisor.
This is Paul's first time on the show! He discusses with Jim various topics that include; How not to outlive your money, and common mistakes investors make.54 min - Episode 3 – Last-Minute Tax Tips for 2008/Early Tax Planning for 2009 with guest Steven Kohman, CPA, CSEP, CRSPIn the third episode of The Lange Money Hour, CPA for the Lange Financial Group Steven Kohman,sits in and discusses Early Tax Planning for 2009 and last minute Tax Tips for 2008.56 min
- Episode 2 - Jim Lange’s Top Lessons for Planning a Secure Retirement with guest Ed Slott, CPAEpisode 2 of The Lange Money Hour and the first appearance of CPA Ed Slott, the man referred to by Mutual Funds Magazine as "America's IRA Expert".Listen to Jim and Ed discuss;
- Planning for your Retirement Savings – It’s What You Keep That Counts
- Leveraging IRAs into Life Insurance Removes Uncertainty of Future Tax Rates
- RMD Suspension for 2009 and Strategies for Roth IRA Conversions
- Tips for Finding a Qualified Financial Advisor
- Limits on RMD Payback for 2009
- ‘The Winning Half of the Game’ & Other Roth IRA Conversion Strategies
55 min - Episode 1 - Jim Lange’s Top 3 Lessons for Planning a Secure RetirementThis is Jim's very first radio show on WKQV 1410 AM in Pittsburgh! On this episode Jim discusses the Top 3 Lessons for Planning a Secure Retirement which includes;
- Six Tips on How to Proactively Insure Your Retirement
- Lange’s Cascading Beneficiary Plan
- Understanding the Benefits of a Roth IRA Conversion
- The Big News in 2010 – ALL Taxpayers can Make a Roth IRA Conversion
- Taking RMD’s – Required Minimum Distributions for Those Over 70 1/2
58 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!