Retire Secure!
Episode 126 - Supporting the Four Corners of your Financial House with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:54:05
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Sinopsis
Supporting the Four Corners of Your Financial House, James Lange, CPA/Attorney, Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, Episode 126, TOPICS COVERED: Guest Introduction: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, The DiNuzzo Stack Analysis, Fiduciary Responsibility, Behavior Coaching, Taking Advantage of a Dynamic Withdrawal Strategy, Cost Effective Portfolios, Tax Management of a Portfolio Rebalancing
