Retire Secure!

A Clear Explanation of the NEW Tax Law SECURE ActHow do the required minimum distributions of inherited IRAs and retirement plans work under the old law versus the newly enacted SECURE Act?How will this change impact your family and your legacy?Aggressive Action That Must Be Taken to Preserve your EstateHow to ensure financial security for the surviving spouse, and potentially save hundreds of thousands to pass on to your heirs after the SECURE Act.Proven strategies you can take now and in the future to protect your family.TrustsThe SECURE Act has major implications for trusts: are you one of many Americans who need to redraft their trusts now that it has become the law of the land?Should your heirs inherit your IRA directly, or would naming a trust to be safer?Trusts for minors, or children and grandchildren with special needs.Should you avoid probate?Are sprinkle trusts right for you and your family after the SECURE Act?Are charitable trusts appropriate for deferring income taxes even if you are not charita

In this special edition of the Lange Money Hour, we capture the first hour of a special Q&A webinar session. That's right! Jim is answering questions from IRA and Retirement Plan owners just like you. Give a listen and maybe Jim will answer a question you didn't even know you had?If you're interested in joining any of Jim's FREE Live Retirement Webinars go to https://paytaxeslater.com/2020Webinars to see when the next events are scheduled and register today!

A Clear Explanation of the NEW Tax Law SECURE ActHow do the required minimum distributions of inherited IRAs and retirement plans work under the old law versus the newly enacted SECURE Act?How will this change impact your family and your legacy?Aggressive Action That Must Be Taken to Preserve your EstateHow to ensure financial security for the surviving spouse, and potentially save hundreds of thousands to pass on to your heirs after the SECURE Act.Proven strategies you can take now and in the future to protect your family.TrustsThe SECURE Act has major implications for trusts: are you one of many Americans who need to redraft their trusts now that it has become the law of the land?Should your heirs inherit your IRA directly, or would naming a trust to be safer?Trusts for minors, or children and grandchildren with special needs.Should you avoid probate?Are sprinkle trusts right for you and your family after the SECURE Act?Are charitable trusts appropriate for deferring income taxes even if you are not charita

A Clear Explanation of the NEW Tax Law SECURE ActHow do the required minimum distributions of inherited IRAs and retirement plans work under the old law versus the newly enacted SECURE Act?How will this change impact your family and your legacy?Aggressive Action That Must Be Taken to Preserve your EstateHow to ensure financial security for the surviving spouse, and potentially save hundreds of thousands to pass on to your heirs after the SECURE Act.Proven strategies you can take now and in the future to protect your family.TrustsThe SECURE Act has major implications for trusts: are you one of many Americans who need to redraft their trusts now that it has become the law of the land?Should your heirs inherit your IRA directly, or would naming a trust to be safer?Trusts for minors, or children and grandchildren with special needs.Should you avoid probate?Are sprinkle trusts right for you and your family after the SECURE Act?Are charitable trusts appropriate for deferring income taxes even if you are not charita

In this February 2, 2011, classic episode, CPA/Attorney James Lange welcomes guest attorney Deborah L. Jacobs to The Lange Money Hour to discuss her book Estate Planning Smarts and how women can take control of their estate planning destinies in the wake of the 2010 tax law changes.

In this February 16, 2011, classic episode of The Lange Money Hour, CPA/Attorney James Lange and Lange Financial Group legal team head Matt Schwartz discuss trusts and their importance in estate planning. 

In this January 2011 episode of The Lange Money Hour, James Lange sits down with fellow CPA/attorney Martin Shenkman to discuss how the tax changes in 2010 would effect wills and trusts in 2011. 

James Lange and industry titan John Bogle discuss the simple tricks of making smart investments for financial success including having realistic expectations. Please note that aired in the past and some of the information contained within may be out of date and no longer accurate. All podcast episodes are intended to be used and must be used for informational purposes only. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

In this 11th entry of the 12 part series, James Lange and John Bogle remind you that there is no way to escape risk when it comes to investments. Please remember this aired in the past and some of the information contained within may be out of date and no longer accurate. All podcast episodes are intended to be used and must be used for informational purposes only. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

In the final addition to this 12 part series, John Bogle reminds the listener to 'Beware fighting the last war'.Thank you for listening to this series featuring James Lange and the great John Bogle (May 8, 1929 - January 16, 2019). Please note this series aired in the past and some of the information contained within may be out of date and no longer accurate. All podcast episodes are intended to be used and must be used for informational purposes only. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

In part four of twelve of his sit down with industry leader John Bogle, James Lange, and Mr. Bogle discuss conflicts of interest in a broken fiduciary system. 

In part seven of this series James Lange and late founder of the Vanguard Group John Bogle discuss why full disclosure is important in finance. 

In this series featuring John Bogle, the late founder of Vanguard, Jim and John discuss the changes in the financial system from when Vanguard was first founded (and referred to as 'Bogle's Foley') and why to invest in it at all. 

In this ninth episode, Jim and John Bogle, the founder of Vanguard, talk deeper in depth on biding your time, and not letting your emotions cause you to make impulse financial decisions. 

Part five of this amazing sit down series with Jim Lange and John Bogle, the discussion turns to the gatekeepers of t he financial system as we know it. 

In part six of this amazing sit down with Jim Lange and John Bogle, the two finance titans discuss the cause of the recession and how to fix it. 

Part four of the James Lange/John Bogle interview series has the great John Bogle discussing the conflicts of interest that exist in our broken system. 

As you probably have heard, KQV is going out of business and, sadly, this will be our final show on this station. We intend to keep the show going and have a promising alternative but no agreement yet. We will keep you posted. But, there is other significant news too. For better or worse, President Trump just signed the Tax Cuts and Jobs Act into law. The tax reform is significant for both businesses and individuals, but this show will concentrate on how individual taxpayers might cut their taxes. Because of the unique timing of the tax law changes, this is the most important year-end tax radio show we have had. You only have a couple of weeks to adjust your year-end planning. This week, on The Lange Money Hour, Jim Lange and journalist Deborah L. Jacobs, the author of several books including; Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, will be discussing these critical year-end tax planning action points regarding itemized deductions: Pay for items you deduct on your itemized

2017 has been a remarkable year for the United States, both politically and financially. Beginning with Donald Trump’s inauguration, it’s been a year of Congressional gridlock, a high-stakes political investigation, and unprecedented actions – and tweets – from a U.S. President. Yet through it all, the markets have continued their upward charge. The Dow Jones Industrial Average reached the 24,000 mark for the first time on November 30 – and it’s up more than 20% since January 1, 2017. The current bull market (typically defined by a continuous rise in stock prices without being interrupted by a 20% decline) is now over eight and a half years old – one of the longest in history. This has left investors wondering…how long can this bull market continue? Is this current market situation entirely new, or have we seen things like this in the past? Should we be worried? Is it possible to invest strategically to minimize the impact of an inevitable market downturn? On this episode of The Lange Money Hour, CPA/Attorne

Dana Anspach is the founder and CEO of Sensible Money, LLC, and an active financial advisor and author in the Phoenix area. She and Jim share a common mission to provide objective, nuanced, and personalized retirement planning advice for their clients. And like Jim, she is committed to educating her clients. When she began working as a financial planner, she realized that there was something wrong with the way most people over the age of 50 planned for retirement—many simply didn’t understand the risks and the rules, best practices, or the difference between a fee-only advisor and a commission-based advisor. She believed that people were being improperly influenced by politics, financial products, and advertising. So, she formed her own firm to help clients make informed decisions about retirement planning and retirement spending. On this episode of The Lange Money Hour, Dana and Jim will take an in-depth look at the four biggest risks that Dana believes people face as they plan for their retirement years: