All Episodes
Retire Secure! — 287 episodes
Jim Lange and Burton Malkiel Discussing Commercial and Immediate Annuities
December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 4
December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 3
December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 2
December 2022 Roth IRA Conversions During Periods of a Down Market and Inflation Episode 1
Preview For Jim Lange's December 6th Webinar Event!
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 6 - The Financial Masterplan
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 5 - The Importance of Gifting
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 4
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 3
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 2
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 1
March 2022 Roth IRA Conversions Pay Taxes Once and Never Again Part 5
March 2022 Roth IRA Conversions Pay Taxes Once and Never Again Part 4
March 2022 Roth IRA Conversions Pay Taxes Once and Never Again Part 3
March 2022 Roth IRA Conversions Pay Taxes Once and Never Again Part 2
March 2022 Roth IRA Conversions Pay Taxes Once and Never Again Part 1
March 2022 How IRA Owners Can Protect Their Families from Massive Taxes Part 6
March 2022 How IRA Owners Can Protect Their Families from Massive Taxes Part 5
March 2022 How IRA Owners Can Protect Their Families from Massive Taxes Part 4
March 2022 How IRA Owners Can Protect Their Families from Massive Taxes Part 3
March 2022 IRA Owners Can Protect Their Families from Massive Taxes Part 2
March 2022 IRA Owners Can Protect Their Families from Massive Taxes Part 1
January 2022 Q and A Session 6
January 2022 Q and A Session 5
January 2022 Q and A Session 4
January 2022 Q and A Session 3
January 2022 Q and A Session 2
January 2022 Q and A Session 1
The Ideal Roth IRA Conversion & S.S. Plan for Professors Part 5
The Ideal Roth IRA Conversion & S.S. Plan for Professors Part 4
The Ideal Roth IRA Conversion & S.S. Plan for Professors Part 3
The Ideal Roth IRA Conversion & S.S. Plan for Professors Part 2
The Ideal Roth IRA Conversion & S.S. Plan for Professors Part 1
How Professors Can Protect Themselves and Their Families from Massive Taxation - Part 5
How Professors Can Protect Themselves and Their Families from Massive Taxation - Part 4
How Professors Can Protect Themselves and Their Families from Massive Taxation - Part 3
How Professors Can Protect Themselves and Their Families from Massive Taxation - Part 2
How Professors Can Protect Themselves and Their Families from Massive Taxation - Part 1
December 2021 Q&A Session Part 5
December 2021 Q&A Session Part 4
December 2021 Q&A Session Part 3
December 2021 Q&A Session Part 2
December 2021 Q&A Session Part 1
Flexible Estate Plans and Using Trusts to Protect Your Family Part 5
Flexible Estate Plans and Using Trusts to Protect Your Family Part 4
Flexible Estate Plans and Using Trusts to Protect Your Family Part 3
Flexible Estate Plans and Using Trusts to Protect Your Family Part 2
Flexible Estate Planning and Using Trusts to Protect Your Family Part 1
Wealth Preservation Solutions for Million-Dollar IRA Owners Part 1
December 1 Q and A with Jim Lange Larry Swedroe and Adam Yofan Part 2
Jim Lange, Larry Swedroe, and Adam Yofan Q&A December 1, 2021 Part 1
Live Q&A with Jim Lange September 2021 Part 2
Live Q&A with Jim Lange September 2021 Part 1
Live Q&A on Investing and Wealth Management and Preservation with Larry Swedroe, Adam Yofan of Buckingham Strategic Wealth and James Lange September 2021 Part 2
Live Q&A on Investing and Wealth Management and Preservation with Larry Swedroe, Adam Yofan of Buckingham Strategic Wealth and James Lange September 2021
Who Says You Can't Control from the Grave?
Wealth Preservation Solutions for Million-Dollar IRA Owners
Live Q&A on Investing and Wealth Management and Preservation with Larry Swedroe, Adam Yofan of Buckingham Strategic Wealth and James Lange
Q&A Session with Jim Lange - April 27th, 2021
The Best Estate Plan for Married IRA Owners after the SECURE Act Full April 2021
Optimal Response to Recent and Proposed Tax Code Changes
March 2021 Q & A Session
The Dreaded SECURE Act and Pending Tax Explosion Threaten Your IRA and Retirement Plan
February 2021 Q & A Hour Two featuring Jim Lange, Larry Swedroe, and Adam Yofan. Hosted by Dave Dee.
February 2021 Q & A featuring Jim Lange, Larry Swedroe, and Adam Yofan. Hosted by Dave Dee.
Urgent Action for Tax-Savvy IRA and Retirement Plan Owners Hour Two
Urgent Action for Tax-Savvy IRA and Retirement Plan Owners Hour One
The Best Estate Plan for Married IRA Owners after the SECURE Act Hour Two From December 1, 2020
The Best Estate Plan for Married IRA Owners after the SECURE Act Hour One From December 1, 2020
A Special Clip From Jim's Latest Virtual Event!
James Lange Q&A Webinar October 2020 Part 2
James Lange Q&A Webinar October 2020 Part 1
September 2020 Webinar Q&A Hour 2
September 2020 Webinar Q&A Hour 1
James Lange Q&A Webinar July 2020 Part 2
James Lange Q&A Webinar July 2020
How to Stop Pending Changes in Tax Laws from Taking Up to 1/3 of Your IRAs and Retirement Plans After the SECURE Act Part 1
The Best Estate Plan for Married IRA Owners, Combined with Optimal Trust Planning for IRAs and Retirement Plans After the Secure Act - Part Four
James Lange Q&A Webinar Special Part Two
The Best Estate Plan for Married IRA Owners, Combined with Optimal Trust Planning for IRAs and Retirement Plans After the Secure Act - Part Three
James Lange Q&A Webinar Special Part One
The Best Estate Plan for Married IRA Owners, Combined with Optimal Trust Planning for IRAs and Retirement Plans After the Secure Act - Part Two
The Best Estate Plan for Married IRA Owners, Combined with Optimal Trust Planning for IRAs and Retirement Plans After the Secure Act - Part One
Episode 47 - A Discussion About Trusts with Special guest Matt Schwartz
Episode 46 - Women & Estate Planning with guest Deborah L. Jacobs, JD
Episode 45 - How the New Tax Laws Effect Wills & Trusts with Martin Shenkman, CPA, JD
James Lange and John Bogle Discuss 'Beware Fighting the Last War' Episode 12 of 12
James Lange and John Bogle Remind You 'There is No Escaping Risk' Episode 11 of 12
James Lange and John Bogle Discuss Simple Rules for Investment Success Episode 10 of 12
James Lange Speaks with John Bogle: Conflict of Interest in Our Broken System Part 4 of 12
James Lange and John Bogle Discuss Time Is Your Friend, Impulse Is Your Enemy Episode 9
James Lange and John Bogle Discuss Why to Invest At All In The Financial System Part 8
James Lange and John Bogle Discuss The Need For Full Disclosure Part 7
James Lange and John Bogle Discuss The Cause of the Recession and How to Fix It Part 6
James Lange and John Bogle Discuss the Ten Gatekeepers of our Financial System Part 5
James Lange and John Bogle Discuss Conflict of Interest in Our Broken System Part 4
Episode 208 - Critical Year-End Planning Tips that Require Your Immediate Attention with Deborah Jacobs – And, Sadly, Our Final Show on KQV
Episode 207 - Maximizing Your Investment Experience with P.J. DiNuzzo of DiNuzzo Index Advisers, Inc.
Episode 206 - Controlling Your Retirement Destiny with CEO of Sensible Money, LLC and Author Dana Anspach
Episode 205 - Financial Expert Dr. Roger Ibbotson discusses How the Market's Past Helps Us Prepare for its Future.
Episode 204 - The Best Estate Plan for Married Couples, Lange’s Cascading Beneficiary Plan, with Attorney Matt Schwartz
Episode 203 - Pittsburgh Native Rob Wilson: Financial Advisor to the Stars!
Episode 202 - Want a More Prosperous Financial Future? Focus on the Things You Can Control. Advice from Jonathan Clements
Episode 201 - CPA/Attorney Jim Lange on Common Investment and Retirement Plan Landmines
Episode 200 - Maximixing Your Investment Experience with P.J. DiNuzzo of DiNuzzo Index Advisers, Inc.
Episode 199 - Jim Lange Talks Investing with Nationally Recognized Expert and Author Paul Merriman
Episode 198 - CPA/Attorney Jim Lange on Roth IRA Conversions: Why and How They Can Benefit You and Your Family
Episode 197 - The Psychology of Money: CPA and Radio Host Alan Olsen – Lessons from Top Business Leaders
Episode 196 - Pittsburgh’s Present and Future with Guest, Mayor Bill Peduto
Episode 195 - Investment Expert P.J. DiNuzzo on The Value of a Trusted Advisor
Episode 194 - Economist Laurence Kotlikoff Grades the Trump and Ryan Tax Plan – and How You Can Take Advantage of Predictable Events
Episode 193 - Invaluable Advice from One of the Top IRA Experts in the Country, Ed Slott
Episode 192 - The Tax Policy Center’s Expert Roberton Williams Joins Jim Lange to Discuss President Trump’s Tax Policies
Episode 191 - Tax Expert, Sandy Botkin, Shares Valuable Advice for Reducing Your Income Taxes and Avoiding Scams
Episode 190 - Avoiding Retirement Planning Pit-falls with Jim Lange and P.J. DiNuzzo
Episode 189 - How Flexible Estate Planning Can Help Insure Your Money is in the Best Hands After Your Death
Episode 188 - Saving for College with 529 Plan Expert Brian Boswell
Episode 187 - Crunching the Numbers – The Science of Investing, with Researcher and Author Larry Swedroe
Episode 186 - Second Home Planning with Attorney Dan Penning
Episode 185 - It’s Looming... How to Prepare for the Death of the Stretch IRA - Part II
Episode 184 - It’s Looming... How to Prepare for the Death of the Stretch IRA - Part I
Episode 183 - Supporting the Four Corners of Your Financial House; and Dealing with the Death of the Stretch IRA with P.J. DiNuzzo
Episode 182 - The Trump Effect - What to Expect from the Market with Charlie Smith of Fort Pitt Capital Group
Episode 181 - The Case for Marriage with Professor Linda Waite
Episode 180 - Strategic Planning for Your IRA with Bruce Steiner
Episode 179 - The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA with Jim Lange
Episode 178 - How to Buy Happiness with Jonathan Clements
Episode 176 - Clinton vs. Trump Tax Plan: Objective Analysis
Episode 175 - Can You Spend More Than 4% of Your Portfolio in your 60s and 70s? Morningstar’s David Blanchett Speaks Out
Episode 174 - Think, Act, & Invest Like Warren Buffett with Larry Swedroe
Episode 173 - Brexit Impact with Charlie Smith of Fort Pitt Capital Group
Episode 172 - Preparing for the Death of the Stretch IRA with Jim Lange
Episode 171 - Should You Plan to Spend More in your 60s and 70s than in your 80s and 90s?
Episode 170 - Maximizing Long-Term Investment Profits with Dr. Roger Ibbotson
Episode 169 - Passing Your Wisdom and Values to Your Family: Ethical Wills with Susan Turnbull
Episode 168 - The Seven Costly Mistakes IRA Owners Make in Their Estate Plans with Matt Schwartz
Episode 167 - Burton Malkiel: A Random Walk Down Wall Street - Decades of Investment Wisdom
Episode 166 - Ed Slott’s Retirement Decision Guide, 2016
Episode 165 - Supporting the Four Corners of Your Financial House with P.J. DiNuzzo
Episode 164 - Jonathan Clement's Money Guide 2016
Episode 163 - Jane Bryant Quinn Shows You How to Make Your Money Last
Episode 162 - Dr. Laurence Kotlikoff Shows You How to Max Out Your Social Security Before It's Too Late!
Episode 161 - The Devil’s Financial Dictionary with Jason Zweig
Episode 160 - New Social Security Law Changes: How Advisors Add Value with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 159 - The New Social Security Law and How to Grandfather Your Benefits
Episode 158 - The Financial Health of Pittsburgh for 2015 with Pittsburgh City Controller, Michael E. Lamb
Episode 157 - Preparing for the Death of the Stretch IRA with James Lange, CPA / Attorney
Episode 156 - Common Planning Mistakes with James Lange, CPA / Attorney
Episode 155 - Practical Advice on Caring for Aging Loved Ones with Carolyn Rosenblatt and Mikol Davis
Episode 154 - The Incredible Shrinking Alpha with Larry Swedroe
Episode 153 - The Indexing Advantage with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 152 - Retirement Decisions Guide 2015 with Ed Slott, CPA
Episode 151 - What’s New in Third Edition of Retire Secure! with James Lange, CPA / Attorney
Episode 150 - Investment Decisions Guaranteed to Change Your Financial Future with Paul Merriman
Episode 149 - Women Don’t Ask: How Married Women Can Advocate for their Own Financial Protection with Dr. Linda Babcock
Episode 148 - The Dimensions, Premiums, and Factors of Index Investing with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 147 - What Investors Can Expect in 2015-2016 with Charlie Smith
Episode 146 - Retire Secure! with James Lange, CPA/Attorney, Best Selling Author
Episode 145 - Secrets of a Former IRS Attorney with Sandy Botkin, CPA, Esq.
Episode 144 - The Secrets to Maxing Out Your Social Security with Dr. Laurence Kotlikoff
Episode 143 - The White Coat Investor: Investing for Physicians with Dr. Jim Dahle
Episode 142 - Jonathan Clements' Money Guide 2015
Episode 141 - Smart Indexes and ETFs with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 140 - Only Retire Once with Roy Williams
Episode 139 - Inheriting IRAs and Roth IRAs with guest Michael J. Jones
Episode 138 - The Financial Benefits of Marriage
Episode 137 - World Class Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 136 - Ed Slott helps IRA Owners Protect their Legacy
Episode 135 - Jonathan Clements: A Good Friend Writes Again
Episode 134 - Michael Lamb, Pittsburgh City Controller
Episode 133 - John Bogle, a Financial Industry Giant, Addresses Congress
Episode 132 - Creating a Comprehensive Retirement Strategy with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 131 - Using Nobel Prize Research to Maximize Investment Returns with guest Paul Merriman
Episode 130 - The Quest for Alpha with guest Larry Swedroe, MBA
Episode 129 - The Importance of Asset Allocation with guest Dr. Roger Ibbotson
Episode 128 - The View of Pittsburgh from the Mayor's Office with guest Pittsburgh Mayor Bill Peduto
Episode 127 - Enhanced Social Security Planning: Getting the Most Out of Your Social Security Benefits
Episode 126 - Supporting the Four Corners of your Financial House with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 125 - Elder Law with guest Lawrence Frolik, JD, Professor of Law, University of Pittsburgh
Episode 124 - Making Decisions that Lead to a Secure Retirement with guest Julie Jason, JD, LLM
Episode 123 - Estate Strategies Deliver Clarity and Peace of Mind with guest Bob Keebler, CPA, MST, AEP
Episode 122 - Comments on Current Financial Affairs with guest Charlie Smith
Episode 121 - Retire Secure! for Same Sex Couples
Episode 120 - Following an Efficient Financial Strategy Produces Dividends with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 119 - Estate Planning for the Modern, Blended Family with guest Paul Hood, JD, LLm
Episode 118 - Sexual Orientation and the Law with guest Anthony Infanti
Episode 117 - Services Available for Pittsburgh’s Seniors with guest Maxine Horn
Episode 116 - Investing Retirement Assets for Long-Term Success with guest Rod Kamps, CFP
Episode 115 - Estate Planning with guest Matt Schwartz, JD
Episode 114 - Asset Allocation Strategies That Will Maximize Your Retirement with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 113 - The Meaning of DOMA's Downfall wtih guest Evan Wolfson, JD
Episode 112 - Ed Slott, CPA, on the End of the Stretch IRA
Episode 111 - Maximizing Social Security & Roth IRA Conversions with guest Mary Beth Franklin, CFP
Episode 110 - Government Gridlock & Retirement Planning with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 109 - Active Investing Done Right with guest Charlie Smith
Episode 108 - The Philosophy of Money with guest John D. Spooner
Episode 107 - Active vs. Index Investing with guest Weston Wellington
Episode 106 - Retirement Decisions You Need to Make Right Now with guest Ray LeVitre, CFP
Episode 105 - Avoid These IRA Landmines with guest Seymour Goldberg, CPA, MBA, JD
Episode 104 - When Building Retirement Portfolios, How Big a Role Does Asset Allocation Play in Performance? with guest Roger Ibbotson, PhD
Episode 103 - The Federal Reserve & Retirement Planning with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 102 - Getting the Most from Your Social Security and More With guest Dr. Laurence Kotlikoff
Episode 101 - 'Financial Fitness Forever' with guest Paul Merriman
Celebrating 100 Episodes with The Best of the Lange Money Hour
Episode 98 - Jane Bryant Quinn, America’s Leading Financial Journalist, Joins Jim Lange
Episode 99 - Your Parents' Safe Retirement with guest, Jack Tatar, MBA
Episode 97 - The Elements of Investing with Charles Ellis, PhD
Episode 96 - The 7 Secrets for a Successful Retirement for Women with Jan Cullinane
Episode 95 - What is the State of Southwestern Pennsylvania? with Bill Flanagan
Episode 94 - Maximize Your Social Security Benefits with Kathleen Sindell, PhD
Episode 93 - How Would a Change in Marital Status Affect Your Financial Future? with Howard Klein
Episode 92 - My Favorite Personal Finance Writer of All Time - Jonathan Clements
Episode 91 - Michael Lamb, JD (Pittsburgh's Controller) Speaks Out
Episode 90 - Year End IRA Review with Special Ed Slott, CPA
Episode 89 - The Lange Money Hour Special: Interview with John Bogle of The Vanguard Group
Episode 88 - Life Insurance & Estate Planning with Terry Headley, LUTCF, FSS
Episode 87 - Impending Increase in Life Insurance Premiums with Tom Hall, CLU, ChFC
Episode 86 - Year-End Tax Planning with Sandy Botkin, CPA, JD
Episode 85 - Are Safe Withdrawal Rates Really Safe? with Todd R. Tresidder
Episode 84 - Will a Tidy Inheritance Help or Hurt your Heirs? with Roy Williams
Episode 83 - Available Resources for Pittsburgh Seniors: Where To Turn For Help with Maxine Horn
Episode 82 - Mortgage Refinancing with Mike Henry from Dollar Bank
Episode 81 - Investing Mistakes with Larry Swedroe, MBA
Episode 80 - Using Trusts to Protect your Family with Matt Schwartz
Episode 79 - Spain's Pain and What Stocks Should Do with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 78 - Your Pets and Your Estate with guests Robert Kass, JD, LLm and Elizabeth Carrie, JD, LLm
Episode 77 - A Rational Response to an Irrational Market with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 76 - Trusts to Protect Your Family with Bruce Steiner, JD
Episode 75 - Should You Invest Differently for Your IRA, Roth IRA and After-Tax Investments? with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 74 - The Four Keys to Successful Investing with Paul Merriman
Episode 73 - Active vs. Passive Investing with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 72 - Tips for Reducing Taxes with Sandy Botkin, CPA, JD
Episode 71 - Maximizing Social Securty Benefits with Larry Kotlikoff, PhD
Episode 70 - Generating Income in Retirement through Bonds and Bond Ladders with Dan Henderson
Episode 69 - Investment Mistakes Even Smart Investors Make and How to Avoid Them with Larry Swedroe, MBA
Episode 68 - Renowned Expert on Children's Finances - Five Answers to the Most Important Investment Questions with Neale Godfrey
Episode 67 - Answers to Important Investment Questions with Dan Goldie, CFA, CFP
Episode 66 - An Hour with Financial Author Jonathan Clements
Episode 65 - Ed Slott, CPA, America's Top IRA and Retirement Plan Expert
James Lange speaks with John Bogle Part 1 of 12
James Lange speaks with John Bogle: What Hurts the Everyday Investor Now Part 3
James Lange Speaks With John Bogle: Investments vs. Speculation Part 2 of 12
Episode 44 - New Year New Tax Laws with Bruce Steiner
Episode 43 - Retirement Planning with Natalie Choate, Esq.
Episode 42 - Year-End Tax Planning Tips with the Legendary, Bob Keebler, CPA, MST, AEP
Episode 41 – Safe Withdrawal Rates: How Much Can You Safely Spend? with guest Bill Bengen, CFP
Episode 40 – How Should You Respond to the Election? with guest Gerry Schuster, PhD
Episode 39 - Roth IRA Conversion Strategies from the Horse’s Mouth with guest Elaine Floyd, CFP
Episode 38 – Charitable Giving Strategies with guest Grant Oliphant, MSOD, President & CEO of The Pittsburgh Foundation
Episode 37 – Economic Observation from Portfolio Manager, Charlie Smith, of Fort Pitt Capital Group
Episode 36 – A Woman’s Advice for Women Investors with guest Barbara Stanny
Episode 35 - Roth Conversion Stories
Episode 34 - The Ideal Beneficiary of Your IRA
Episode 33 - Converting 401(k)s/403(b)s to A Roth 401(k)/403(b)
Episode 32 - The Ultimate Retirement Planning Authority with guest Natalie Choate, Esq.
Episode 31 - How to Achieve Tax-Free Growth with guest John Bledsoe, CFP, CLU, ChFC, MSFS, AEP, CLTC
Episode 30 - Grow Wealth While Still Working
Episode 29 – “The Roth Launcher” with guest Steven Kohman, CPA, CSEP, CSRP
Episode 28 – Ideal Beneficiary Designations with guest Matthew Schwartz
Episode 27 - Jim Lange CPA Responds to Two Major Tax Changes
Episode 26 - Surprising Insights for Taking Social Security with guest Larry Kotlikoff, PhD
Episode 25 - Powerful Wealth Preservation Strategies with Ed Slott, CPA
Episode 24 - Cutting-Edge Roth IRA Conversion Strategies with Barry Picker, CPA/PFS, CFP
Episode 23 - Legendary Roth IRA Conversion Expert Bob Keebler, CPA, MST, AEP
Episode 22 - The Lange Philosophy with guests Matt Schwarts & Steve Kohman, CPA, CSEP, CSRP
Episode 21 – The Roth Conversion Option – An Aggressive Strategy with guest John Bledsoe
Episode 20 - Smart Advice From Jane Bryant Quinn for Making the Most of Your Money
Episode 19 - An Overview of Pittsburgh's Financial Climate with guest Michael Lamb, JD
Episode 18 - Year-End Tax Planning Strategies with guest Diane Merkel
Episode 17 - Smart Talk About Roth IRAs/Roth IRA Conversions/New Tax Law for 2010
Episode 16 - A Discussion of the Current Market Environment with guest Charlie Smith
Episode 15 - Sound Wisdom on Investing and Portfolio Management with guest Jonathan Clements
Episode 14 - Protecting Yourself from Financial Fraud with guest Blaine Aiken, CFP
Episode 13 - Kim Kiyosaki: Helping Women Gain Financial Control
Episode 12 - Jim Lange's Top Lessons for Planning a Secure Retirement with Barry Picker
Episode 11 - Ideas For Teaching Children How to be Financially Fit
Episode 10 - A Closer Look at Inherited IRAs with Natalie Choate
Episode 9 - Jim and Guest Tom Hall Discuss Long Term Care Insurance Protection
Episode 8 - Strategies for Those Who are Close to or are Ready for Retirement
Episode 7 - Trusts and Their Uses With Special Guest Tom Crowley, MBA
Episode 6 - With Special Guest Bob Keebler
Episode 5 - Lange's Cascading Beneficiary Plan
Episode 4 - Making the Most of Your Retirement Investments with guest Paul Merriman
Episode 3 – Last-Minute Tax Tips for 2008/Early Tax Planning for 2009 with guest Steven Kohman, CPA, CSEP, CRSP
Episode 2 - Jim Lange’s Top Lessons for Planning a Secure Retirement with guest Ed Slott, CPA
Episode 1 - Jim Lange’s Top 3 Lessons for Planning a Secure Retirement