All Episodes
Retire Secure! — 287 episodes · page 2 of 3
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