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