Master of Estate and Retirement Planning (#294)

from Teach and Retire Rich · host Dan Otter, PhD and Scott Dauenhauer, CFP

James Lange is a CPA, an attorney, and an author. His most recent book, Retire Secure for Professors and TIAA Participants was released this month. Scott describes the book as a Master Class in estate and retirement planning. Link for listeners to get a free electronic copy of book: https://faculty-advisor.com/teach/ note: Once you click link, fill in your name and email address, you will receive an email with a link which will generate a pdf download. About Jim Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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This episode was published on November 3, 2023.

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