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Episode 120 - Following an Efficient Financial Strategy Produces Dividends with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:54:37
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Sinopsis
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”