Podcasts about lange financial group

In this February 16, 2011, classic episode of The Lange Money Hour, CPA/Attorney James Lange and Lange Financial Group legal team head Matt Schwartz discuss trusts and their importance in estate planning.

Jim Lange is an attorney, certified public accountant and a retirement authority. He is also a six-time best-selling author. Jim has been quoted 36 times in the Wall Street Journal. He was featured recently in the Forbes Magazine Feb. 2019 cover story about Roth IRAs. Jim Lange began his career as a CPA with a big firm in Pittsburgh, going to law school in the evening and operating a small tax preparation business on the side. When he graduated from Duquesne Law School he decided to hang out his own shingle and turn his side business into a full-time career. More than 30 years later, the Lange Financial Group has scores of happy tax, legal, and investment clients who trust them with their financial future and their family's legacy. Jim and his team have drafted over 2,300 estate plans using Lange's Cascading Beneficiary Plan™, the most practical and flexible estate plan for retirement plan owners. He also owns and operates a CPA firm and a Registered Investment Advisory firm where he combines low-cost index investment, financial planning, Social Security analysis, tax preparation, and estate planning to his clients.   In this episode, Doug and James Lange discuss:           The strategy of not paying taxes now but instead paying them later.          Discover how to save your family thousands of dollars using one foundational tax principle.          The best source of money to spend and save the most amount of taxes.   Key Takeaways:           The Roth IRA          There are three types of money, 1) traditional IRAs, 2) after-tax dollars and 3) Roth IRAs          The foundational principle applies to each stage including the contribution, distribution, and estate planning.   "Don't pay taxes now, pay taxes later except the Roth IRA or Roth IRA Conversion." —  James Lange   Connect with [Guest Name]:  Twitter:   @rothguy Facebook:   James Lange Website:   https://paytaxeslater.com/the214mistake Email:   admin@jameslange.com Amazon book link-The $214,000 Mistake – How to Double Your Social Security and Maximize Your IRAs: Proven Strategies for Couples Age 62 – 70. YouTube: RetireSecure LinkedIn: James Lange       Get your free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Check out the "Entrepreneur's Toolkit" Giveaway      Partner Links: Amazon.com: Click before buying anything. Help support the podcast. Acuity Scheduling: Stop wasting time going back and forth scheduling appointments     Audio production by Turnkey Podcast Productions. You're the expert. Let us help you prove it.  

Jim Lange is an attorney, certified public accountant and a retirement authority. He is also a six-time best-selling author. Jim has been quoted 36 times in the Wall Street Journal. He was featured recently in the Forbes Magazine Feb. 2019 cover story about Roth IRAs. Jim Lange began his career as a CPA with a big firm in Pittsburgh, going to law school in the evening and operating a small tax preparation business on the side. When he graduated from Duquesne Law School he decided to hang out his own shingle and turn his side business into a full-time career. More than 30 years later, the Lange Financial Group has scores of happy tax, legal, and investment clients who trust them with their financial future and their family’s legacy. Jim and his team have drafted over 2,300 estate plans using Lange’s Cascading Beneficiary Plan™, the most practical and flexible estate plan for retirement plan owners. He also owns and operates a CPA firm and a Registered Investment Advisory firm where he combines low-cost index investment, financial planning, Social Security analysis, tax preparation, and estate planning to his clients.   In this episode, Doug and James Lange discuss:           The strategy of not paying taxes now but instead paying them later.          Discover how to save your family thousands of dollars using one foundational tax principle.          The best source of money to spend and save the most amount of taxes.   Key Takeaways:           The Roth IRA          There are three types of money, 1) traditional IRAs, 2) after-tax dollars and 3) Roth IRAs          The foundational principle applies to each stage including the contribution, distribution, and estate planning.   "Don’t pay taxes now, pay taxes later except the Roth IRA or Roth IRA Conversion." —  James Lange   Connect with [Guest Name]:  Twitter:   @rothguy Facebook:   James Lange Website:   https://paytaxeslater.com/the214mistake Email:   admin@jameslange.com Amazon book link-The $214,000 Mistake – How to Double Your Social Security and Maximize Your IRAs: Proven Strategies for Couples Age 62 – 70. YouTube: RetireSecure LinkedIn: James Lange       Get your free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Check out the "Entrepreneur’s Toolkit" Giveaway      Partner Links: Amazon.com: Click before buying anything. Help support the podcast. Acuity Scheduling: Stop wasting time going back and forth scheduling appointments     Audio production by Turnkey Podcast Productions. You're the expert. Let us help you prove it.  

In the final addition to this 12 part series, John Bogle reminds the listener to 'Beware fighting the last war'.Thank you for listening to this series featuring James Lange and the great John Bogle (May 8, 1929 - January 16, 2019). Please note this series aired in the past and some of the information contained within may be out of date and no longer accurate. All podcast episodes are intended to be used and must be used for informational purposes only. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

In this 11th entry of the 12 part series, James Lange and John Bogle remind you that there is no way to escape risk when it comes to investments. Please remember this aired in the past and some of the information contained within may be out of date and no longer accurate. All podcast episodes are intended to be used and must be used for informational purposes only. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

James Lange and industry titan John Bogle discuss the simple tricks of making smart investments for financial success including having realistic expectations. Please note that aired in the past and some of the information contained within may be out of date and no longer accurate. All podcast episodes are intended to be used and must be used for informational purposes only. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

Pittsburgh Mayor Bill Peduto will likely see a second term in office after defeating two challengers in the May primary election—everyone locally is familiar with his name. But, President Donald Trump’s withdrawal from the Paris Climate Agreement pushed Peduto’s name into the national spotlight. When Trump justified his actions claiming to represent the people of Pittsburgh, the Mayor struck back saying, “I’m appalled that the President used my city to justify his unacceptable decision, as most other Pittsburghers are. I was one of the nation’s mayors who went to Paris to fight for the accords, and my city, which has finally bounced back from decades of industrial carnage, will do all it can to promote its own environmental standards.” Further, he and the mayor of Paris, Ann Hidalgo, published an op-ed in The New York Times. "The Mayors of Pittsburgh and Paris: We Have Our Own Climate Deal" stressing their mutual commitment to “embracing the global challenge of climate change.” So… three weeks later, how does the Mayor feel about that clash with the President? For an answer to that question and many more, join us on this episode on KQV as CPA and Attorney Jim Lange interviews Mayor Peduto. Get up to date on: • The Mayor’s goals for his second term • The current state of the City’s finances and the long-term outlook • Current and upcoming development projects • How the City is tackling infrastructure repairs, including ongoing water and sewer issues • How Pittsburgh is affected by the unusual political circumstances in Washington, D.C. • And… Pittsburgh’s role in the driverless car revolution KQV will rebroadcast the show this Sunday at 9:05 a.m. The audio will also be archived on our web site at www.paytaxeslater.com/radioshow.php, along with a written transcript. *All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

Investing in low-cost index funds has risen sharply over the last 20 years – and for good reason. Studies have shown that the S&P 500 has historically outperformed the vast majority of active money managers. But that doesn’t necessarily mean you should be a “do it yourself” investor. DIY investors can fall victim to some very common mistakes – the biggest of which is letting their emotions -- rather than logic and data -- dictate their decisions. In fact, the numbers show that when investors listen to their “gut,” they’re wrong two out of every three times! On this episode of The Lange Money Hour, CPA and Attorney Jim Lange will welcome back his frequent guest and nationally recognized investment advisor, P.J. DiNuzzo, CEO of Pittsburgh-based DiNuzzo Index Advisors, Inc. P.J. and Jim will discuss the added value that a qualified, low-fee advisor who takes his or her fiduciary responsibility (acting in your best interest) seriously can bring to the investor/client relationship. Examples include: • Expertise on asset allocation. • Recommendations for Social Security planning. • Evaluating the options and the merits of Roth IRA conversions. • Understanding and planning for your future—not some generic future. • Offering reassurance in turbulent times to help you stick to a safe course of action. • Developing a coordinated and comprehensive financial plan that addresses short-term, long-term, and estate planning needs, as well as dreams and wishes—you might be very surprised to learn that you do have the resources for that dream vacation or a vacation home. KQV will rebroadcast the show this Sunday at 9:05 a.m. The audio will also be archived on our web site at www.paytaxeslater.com/radioshow.php, along with a written transcript. The audio will also be archived on our web site at www.paytaxeslater.com/radioshow.php, along with a written transcript. *All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

Last month, Donald Trump proposed slashing taxes for both individual taxpayers and businesses. His plan, sketched out in a one-page statement given to reporters in late April, provided few details and didn’t explain how the tax cuts would be financed. The House – led by Speaker Paul Ryan – has its own ideas about tax reform, as does the Senate. There are a lot of unknowns. Which cuts will prevail? How will Congress decide? On this episode of The Lange Money Hour, CPA and Attorney Jim Lange welcomes back Laurence Kotlikoff. Kotlikoff is a renowned economics professor, columnist, and bestselling author. His recent WSJ op-ed piece indicates that he believes that the House plan is better for the economy than the Trump plan. Jim and Larry will discuss the specifics of each proposal, how they might affect you as a taxpayer and investor – and how you can prepare for the future. They’ll cover topics like: • The nuts and bolts of the House and White House plans, and why Larry thinks one is better than the other. • Whether he believes Trump and members of Congress truly understand tax issues well enough to make wise decisions. • What impact tax reform is likely to have on the deficit. • What Larry would do differently if he could propose a tax plan of his own. • If taxes fall under Trump, is it reasonable to assume they’ll go back up in the years ahead? • Do these tax fluctuations make it a good time to do a Roth IRA conversion? The audio will also be archived on our web site at www.paytaxeslater.com/radioshow.php, along with a written transcript. *All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

Should you choose a Roth or a Traditional IRA? Is a Roth IRA conversion right for you? What are the tax implications of your choices, both now and taking into account potential future tax law changes? There are so many questions it can seem impossible to develop a sound strategy, but you need to have one. Hoping for the best is not a plan. On this episode of The Lange Money Hour, CPA/Attorney Jim Lange welcomes back Ed Slott, CPA, best-selling author and one of the top IRA experts in the country. The Wall Street Journal calls Ed’s website, irahelp.com, “The best source for IRA advice .” Listen to this show and learn from the best—your financial security depends upon it. On this program, Jim and Ed discuss: • The basics of Roth IRAs • The benefits of the Roth 401K and who is eligible • Common IRA mistakes Ed has come across in recent years • Strategies to help baby boomers minimize the tax impact of required minimum distributions • The importance of long-term planning over quick fixes • What to do if your income is too high to contribute to a Roth IRA (Back Door Roth IRA) • Whether taxes will go down, and if so, how members of the middle class can benefit • How you and your heirs can plan for the pending “Death of the Stretch IRA” • And… what Pittsburgh Pirate Hall of Famer Bill Mazeroski has to do with your retirement planning! The audio will also be archived on our web site at www.paytaxeslater.com/radioshow.php, along with a written transcript. *All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

New leadership in Washington always brings with it an element of uncertainty for Americans, as both citizens and investors. In 2017, that uncertainty has been heightened following the unprecedented election of Donald J. Trump – the first man ever elected to the nation’s highest office without political or military experience. If you’ve followed the headlines, you know that President Trump’s first 90 days in office have been a rollercoaster ride. And for investors, one of the biggest unanswered questions is what the President will do when it comes to taxes. Last week, the White House announced that the President is scrapping the tax reform plan that he touted during his campaign in favor of a new plan – one that likely won’t be ready by a previously announced August deadline. When the new plan does arrive, will it still resemble the campaign plan? Or will Trump offer an olive branch to Democrats to try to get a deal done? In this episode of The Lange Money Hour: Where Smart Money Talks, CPA/Attorney Jim Lange will welcome back to the program Roberton Williams from the independent/nonpartisan Tax Policy Center. Bob joined Jim last fall to discuss how Trump’s tax policy proposals compared to Hillary Clinton’s. Now he’ll take a fresh look at the President’s past promises – and what might lie ahead. Jim and Bob will cover topics like: • What a Trump tax reform plan might look like • Whether Trump’s recent tax talk resembles what he promised on the campaign trail • The current status of potential tax changes • If individual tax rates go down, will they likely go up in the future? • If so, would that make it a great time to do a Roth IRA conversion? KQV will rebroadcast the show this Sunday at 9:05 a.m. The audio will also be archived on our web site at www.paytaxeslater.com/radioshow.php, along with a written transcript. *All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

The outcome of this past election caused economic jitters nationally and internationally. The first response was a precipitous drop of almost 700 points in Dow futures. Since the initial drop, the market has rebounded reaching an all-time high. Is this our future? Will we be on an economic rollercoaster for the next four years? The market is never very comfortable with unpredictability, and individuals approaching retirement are never very comfortable when the market is unpredictable. In this The Lange Money Hour episode, we are pleased to welcome Charlie Smith, Chief Investment Officer of Fort Pitt Capital Group, LLC. Charlie's perspectives on the economy and the markets are widely regarded. His opinions have been and continue to be solicited by representatives of the financial media, including CNBC and The Wall Street Journal. He has written and lectured on these subjects over the course of his 33-year career, which has included leadership roles with several Pittsburgh regional investment firms. To listen to this radio show and others, go to www.paytaxeslater.com/radioshow.php

In the third episode of The Lange Money Hour, CPA for the Lange Financial Group Steven Kohman,sits in and discusses Early Tax Planning for 2009 and last minute Tax Tips for 2008.