Retire Secure!

Making Decisions that Lead to a Secure Retirement, James Lange, CPA/Attorney - Guest: Julie Jason, JD, LLM - Episode 124 - TOPICS COVERED: The Pennsylvania Ban on Same Sex Marriage Deemed Unconstitutional, Guest Introduction: Julie Jason, JD, LLM, How Much Do I Need To Retire?, Picking the Right People to Help You Plan, Where to Find Further Advice from Julie

Estate Strategies Deliver Clarity and Peace of Mind, James Lange, CPA/Attorney, Guest: Bob Keebler, CPA, MST, AEP, Episode 123, TOPICS COVERED: Guest Introduction: Bob Keebler, CPA, MST, AEP, The Death of the Stretch IRA?, IRA Relocation, The Importance of Analysis Using Tax Brackets, Roth Recharacterization and Segregation, What’s an AMT?

Comments on Current Financial Affairs James Lange, CPA/Attorney Episode 122, TOPICS COVERED: Guest Introduction: Charlie Smith, Easing Fears about The Stock Market, The Equity Premium, The Effects of An Aging America, Inflation or Deflation Trends, Sticking to the Plan, The Shortcomings of High Frequency Trading, Deflation

Retire Secure! for Same-Sex Couples James Lange, CPA/Attorney Episode 121 TOPICS COVERED: Book Introduction, Why Write This Book?, The Purposes of Writing the Book, How much Difference Marriage can Make, Financially Speaking, IRAs and Retirement Plans for Same Sex Couples, Testimonials for and Contributors to Retire Secure! For Same-Sex Couples, Pay Taxes Later, Big Picture Social Security Advice

Following an Efficient Financial Strategy Produces Dividends James Lange, CPA/Attorney Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx Episode 120 TOPICS COVERED: Guest Introduction: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, Introducing Gamma, The Bucket Analysis, Other Key Aspects of the Gamma Strategy, Tax Efficiency as Part of Your Financial Strategy, Morningstar and Defining “Liability Relative Asset Allocation Optimization”

Estate Planning for the Modern, Blended Family James Lange, CPA/Attorney Guest: Paul Hood, JD, LLm Episode 119 TOPICS COVERED: Guest Introduction: Paul Hood, JD, LLm, What is a “Modern” or “Blended” Family?, Providing for your Spouse while Protecting Children from a Previous Relationship, Advice for Unmarried Couples, Bequeathing Real Estate in a Blended Family,

Sexual Orientation and the Law James Lange, CPA/Attorney Guest: Anthony Infanti Episode 118 TOPICS COVERED: Guest Introduction: Anthony Infanti How is the Landscape Changing Concerning Same Sex Equality? What Changes May Happen Legally for Same Sex Couples? Equality in Education Unlawful Discrimination Tax Strategies for Same Sex Couples What Follows the Legalization of Same Sex Marriage? Healthcare Equality

Services Available for Pittsburgh’s Seniors Jim Lange, CPA/Attorney Guest: Maxine Horn Episode 117 TOPICS COVERED: Guest Introduction: Maxine Horn What is AgeWell and What Services do you Offer? What do the AgeWell Services Cost? What You Can Expect from a Typical Call to AgeWell UCLA Memory Training What Services are Offered to Seniors with More Complicated Needs? Transportation Resources for Seniors Volunteer Opportunities within the Community Final Words: Advice and Wisdom

Investing Retirement Assets for Long-Term Success Jim Lange, CPA/Attorney Guest: Rod Kamps, CFP Episode 116 TOPICS COVERED: Guest Introduction: Rod Kamps, CFP Figuring Out How Much Money You Need to Retire Establishing a Reasonable Expected Rate of Return Tax Diversification Diversifying Income Sources Dimensional Fund Advisors and their part in Diversifying Managing Risk in Retirement Common Retirement Mistakes and How to Avoid Them

Wills, Trusts and Estates Jim Lange, CPA/Attorney Guest: Matt Schwartz, Esq. Episode 115 TOPICS COVERED: Guest Introduction – Matt Schwartz, Esq. Money Saving Strategies for your Legacy: Leaving to Charities Avoiding Probate Trusts as Beneficiaries Attorneys and Financial Advisors Working Together for You Special Needs Trust The Importance of Having Assets in the Right Name Naming Trustees and Executors Money Saving Strategies: For You and Your Livelihood The Threat of the Death of the Stretch IRA Disclaimers

Asset Allocation Strategies That Will Maximize Your Retirement Jim Lange, CPA/Attorney Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx Episode 114 TOPICS COVERED: Guest Introduction – P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx What is Asset Allocation? What is Diversification and Why is it Beneficial? Having An Adequate Cash Reserve Different Portfolio Management How Time Affects Asset Allocation Gifting Different Asset Allocation Scenarios Rebalancing What Changes your Asset Allocation?

Evan Wolfson on Civil Rights and DOMA’s Downfall Jim Lange, CPA/Attorney Guest: Evan Wolfson, JD Episode 113 TOPICS COVERED: Introduction of Guest – Evan Wolfson, JD Why Is Same-Sex Marriage Important? Accepting Children Who Are Gay Treat Others As You Would Want To Be Treated Taking Down The Central Part of DOMA Ending The Denial Of Marriage Benefits Everybody Married Couples Should Be Treated The Same Across The Country Lack Of Social Security Benefits For Same-Sex Marriages Being A Part Of The Civil Rights Movement The First Step To Change Is Conversation

Ed Slott on the End of the Stretch IRA Jim Lange, CPA/Attorney Guest: Ed Slott, CPA Episode 112 TOPICS COVERED: Guest Introduction: Ed Slott, CPA Stretch IRAs When May Stretch IRAs Disappear? How Likely is a Tax Law Overhaul? Beginning Retirement Planning at a Younger Age and the Book to Help You Do It What Are The Best Assets to invest in Currently? If You Don’t Make a Tax Plan, the Government Will Make One For You How Same-Sex Couples are Affected

Social Security Benefit Maximization and Roth IRA Conversions Jim Lange, CPA/Attorney Guest: Mary Beth Franklin, CFP Episode 111 TOPICS COVERED: Guest Introduction: Mary Beth Franklin, CFP Making Social Security Work the Best for You Social Security vs. Private Annuities Apply and Suspend Best Time to do a Roth Conversion Increased Taxation of Social Security or Medicare Part B Synergy between Social Security Collection and Roth Conversion Social Security Benefits after a Divorce

Government Gridlock & Retirement Planning with Guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx Jim Lange, CPA/Attorney Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx Episode 110

Episode 109 - Active Investing Done Right with guest Charlie Smith

The Philosophy of Money with Guest John D. Spooner Jim Lange, CPA/Attorney Guest: John D. Spooner Episode 108 TOPICS COVERED: Guest Introduction: John Spooner Getting Jobs by Enhancing Your Resume Personal Notes Picking a Financial Advisor Insurance and Choosing the Right Agent Wills, Trusts, and Estate Planning Doing Your Due Diligence Wrap Up and Final Advice on Families

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