Retire Secure!
Episode 183 - Supporting the Four Corners of Your Financial House; and Dealing with the Death of the Stretch IRA with P.J. DiNuzzo
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:48:14
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Sinopsis
In this episode of The Lange Money Hour, Jim welcomes guest P.J. DiNuzzo, a nationally recognized expert in investment management and president of DiNuzzo Index Advisors, Inc. P.J. was one of the first few hundred independent advisors in the U.S. permitted to access Dimensional Fund Advisor's (DFA) index funds for individual investors. DiNuzzo Index Advisors, Inc. consistently ranks among the country's Top 500 investment companies. Jim and P.J. will be talking about the foundations of your financial house. Just as a solid house is built on a good foundation, you cannot ignore the foundations of your financial house. The four corners of your financial house include: legal planning, tax planning, financial planning, and investment planning. A bad foundation can undermine your security, and jeopardize your long-term objectives. In this episode, you will learn how your CPA, estate attorney, and money manager should work together to protect your best interests. Jim and P.J. will also discuss the Senate F