
Episode 125 - Elder Law with guest Lawrence Frolik, JD, Professor of Law, University of Pittsburgh
05/06/15 • 54 min
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Episode 124 - Making Decisions that Lead to a Secure Retirement with guest Julie Jason, JD, LLM
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
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Episode 126 - Supporting the Four Corners of your Financial House with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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
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