Retire Secure!

Noted IRA expert, CPA, and estate planning attorney, James Lange, interviews Vanguard Group founder, John Bogle.  Here, Jim discusses Mr. Bogle's history as a leader in the financial world and delves into a discussion of his newest book, The Clash of the Cultures: Investment vs. Speculation.  Mr. Bogle explains his definitions of investment and speculation and tells us why he feels only one of these path creates wealth.

In this clip, CPA/Attorney James Lange and Investment Guru John Bogle discuss Investments vs. Speculation. 

In this third entry in this sit down series with James Lange and John Bogle, Mr. Bogle discusses with Jim what hurts the everyday investor, offering free insight from one of the most brilliant financial minds of our time. John C. Bogle 1929 - 2019 

This January 2011 episode features special guest Bruce Steiner and James Lange discussing various topics that include;Leave Surviving Spouse Flexibility in Determining Who Gets WhatConverting a Large IRA Can Push You to Higher Tax BracketCredit Shelter Trust Should Allow for Great FlexibilityAnd other important topics!

This classic episode aired December 15, 2010, James Lange and Natalie Choate discuss retirement planning ideas including 2010-2011 tax changes. 

In this December 1, 2010 classic episode of The Lange Money Hour,  James Lange and special guest CPA, MST, and, AEP Bob Keebler discuss year-end tax planning tools, tax loss harvesting, and various tax planning tips for the year-end 2010. 

In this November 2010 episode of The Lange Money Hour, James Lange and Bill Bengen discuss safe withdrawal rates, and how much you can safely spend. Their topics include;What is a safe withdrawal rateDifferent Withdrawal rates for Different Life ExpectancyAnd many other discussion points. 

In this November 2010 episode of The Lange Money Hour, James Lange and special guest Gerry Schuster, PhD discuss how to respond to election, the impact they have on income and estate taxes, possible changes to income tax rates, and estate tax rates. 

In this October 2010 Episode of The Lange Money Hour, Jim speaks with CFP Elaine Floyd about Roth IRA Conversion Strategies including;Two Perspectives on Roth IRA ConversionsKey Dates for Roth IRA ConversionsRecharacterizing Roth IRA ConversionsSocial Security Strategies and Roth IRA Conversions!

On this classic episode of the Lange Money Hour, James Lange and MSOD, President and CEO of the Pittsburgh Foundation Grant Oliphant sits down with Jim to discuss Charitable Giving Strategies, and Tax Strategies for Charitable giving among other topics! 

In this classic episode of The Lange Money Hour, CPA/Attorney James Lange and Portfolio Manager Charlie Smith of Fort Pitt Capital Group define Equity Premium, the art of Diversification, and many other topics!

In this episode of The Lange Money Hour, CPA/Attorney James Lange and special guest Barbara Stanny will give advice for Women Investors. Learn Barbara's story, as well as the three levels of Financial Development for Women, among other important topics!

In this episode, James Lange discusses Roth Conversion Stories including topics concerning;<ul> You're Never Too Old to Make Roth IRA Conversions</ul><ul> Three Pots of Money Story</ul><ul> Roth IRA Conversion is Not Always the Answer</ul>

CPA/Attorney James Lange and Nicole DeMartino discuss the Ideal Beneficiary of the IRA. The two will discuss topics that include;<ul> Update on Pending Legislation for Roth Designated Account Conversions</ul><ul> Minimum Required Distributions for IRAs</ul><ul> Two Basic Types of Beneficiaries</ul><ul> Estate Tax Exemptions</ul><ul> Lange's Cascading Beneficiary Plan</ul>

On this episode of the Lange Money Hour, from July 28th, 2010, Jim Lange discusses converting 401(k)s/403(b)s to Roth 401(k)s/403(b)s and why you should encourage your employers to offer Roth designated accounts.

Retirement Planning authority Natalie Choate joins the Lange Money Hour  on this July 14, 2010 episode to discuss the best and worse ideas for retirement benefits, the current state of federal estate taxes, and a lively Q&A with callers to the show.

John Bledsoe, CFP, CLU, ChFC, MSFS, AEP, CLTC joins Jim Lange on The Lange Money Hour on this June 30th, 2010 episode to discuss how to achieve tax-free growth, and learn about the 10 IRA Commandments!

On this episode of The Lange Money Hour, Jim Lange welcomes Steve Kohman, CPA, C SEP, CSRP to the show to discuss the "Roth Launcher", the background and basic assumptions of Roth IRA Conversions, strategies of Roth IRA conversions, and how to convert 401(k)s and other IRAs to Roth IRAs.

On this episode of The Lange Money Hour, Jim Lange seeks to teach listeners how to grow wealth while still working. Learn the best ways to maximize your retirement contributions, and the Q&A of listeners with various questions on their 401ks, IRAs, and Roth IRA conversions.

Matt Schwartz, Lange Financial Group Legal team attorney joins Jim Lange on the Lange Money Hour to discuss ideal beneficiary designation.