Episode 156 - Common Planning Mistakes with James Lange, CPA / Attorney

from Retire Secure! · host James Lange

TOPICS COVERED: Show Introduction: Avoiding Pitfalls along the Road to a Secure Retirement; Mistake One: Not Having a Well-Diversified Portfolio; Preparing for Changes in Tax and Estate Laws; When to Consider an Annuity; Premiums; Asset Allocation; The One-Minute Social Security Strategy

Episode metadata supplied by the publisher feed · Published Jan 4, 2016

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Episode 156 - Common Planning Mistakes with James Lange, CPA / Attorney

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This episode was published on January 4, 2016.

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