The Lange Money Hour: Where Smart Money Talks

LangeMoneyHour

The radio show with the best information from the country’s leading IRA experts including Ed Slott, Bob Keebler, Natalie Choate, Barry Picker & Jane Bryant Quinn. Listen every other Wednesday from 7-8pm EST on KQV 1410 AM or browse below for archives. Encore presentations air every Sunday at 9am EST.

 

 

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The Lange Money Hour MP3 and Transcript Archives

Episode 191, April 5, 2017
Tax Expert, Sandy Botkin, Shares Valuable Advice for Reducing Your Income Taxes and Avoiding Scams
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Episode 190, March 15, 2017
Avoiding Retirement Planning Pit-falls, with Jim Lange and P.J. DiNuzzo
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Episode 189, March 1, 2017
How Flexible Estate Planning Can Help Insure Your Money is in the Best Hands After Your Death
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Episode 188, February 15, 2017
Saving for College with 529 Plan Expert Brian Boswell
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Episode 187, February 8, 2017
Crunching the Numbers – The Science of Investing, with Researcher and Author Larry Swedroe
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Episode 186, January 25, 2017
Second Home Planning with Attorney Dan Penning
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Episode 185, January 4, 2017
It’s Looming… How to Prepare for the Death of the Stretch IRA – Part II
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Episode 184, December 28, 2016
It’s Looming… How to Prepare for the Death of the Stretch IRA – Part I
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Episode 183, December 14, 2016
Supporting the Four Corners of Your Financial House; and Dealing with the Death of the Stretch IRA with P.J. DiNuzzo
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Episode 182, November 15, 2016
The Trump Effect – What to Expect from the Market with Charlie Smith of Fort Pitt Capital Group
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Episode 181, November 2, 2016
The Case for Marriage with Professor Linda Waite
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Episode 180, October 19, 2016
Strategic Planning for Your IRA with Bruce Steiner, JD
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Episode 179, October 5, 2016
The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA with Jim Lange
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Episode 178, September 21, 2016
How to Buy Happiness with Jonathan Clements
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Episode 177, September 7, 2016
Cutting-Edge Retirement Planning Solutions with P.J. DiNuzzo
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Episode 176, August 17, 2016
Clinton vs. Trump Tax Plan: Objective Analysis with Roberton Williams
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Episode 175
Can You Spend More Than 4% of Your Portfolio in your 60s and 70s? with Morningstar’s David Blanchett
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Episode 174
Think, Act, & Invest Like Warren Buffett with Larry Swedroe
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Episode 173
Brexit Impact with Charlie Smith of Fort Pitt Capital Group
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Episode 172
New Rules Could Massively Increase Tax Burden on Inherited IRAs with James Lange
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Episode 171
Should You Plan to Spend More in your 60s and 70s than in your 80s and 90s? with PJ DiNuzzo
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Episode 170
Asset Allocation to Maximize Returns and Minimize Risk with Dr. Roger Ibbotson
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Episode 169
Passing Your Wisdom and Values to Your Family: Ethical Wills with Susan Turnbull
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Episode 168
Attorney Matt Schwartz explains The Seven Costly Mistakes IRA Owners Make in Their Estate Plans
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Episode 167
Burton Malkiel: A Random Walk Down Wall Street Decades of Investment Wisdom
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Episode 166
Ed Slott’s Retirement Decision Guide, 2016
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Episode 165
Supporting the Four Corners of Your Financial House with P.J. DiNuzzo
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Episode 164
Jonathan Clements’ Money Guide 2016
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Episode 163
Jane Bryant Quinn Shows You How to Make Your Money Last
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Episode 162
Dr. Laurence Kotlikoff Shows You How to Max Out Your Social Security Before It’s Too Late!
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Episode 161
The Devil’s Financial Dictionary with Jason Zweig
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Episode 160
New Social Security Law Changes: How Advisors Add Value with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 159
The New Social Security Law and How to Grandfather Your Benefits
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Episode 158
The Financial Health of Pittsburgh for 2015 with Pittsburgh City Controller, Michael E. Lamb
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Episode 157
Preparing for the Death of the Stretch IRA with James Lange, CPA/Attorney
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Episode 156
Common Planning Mistakes with James Lange, CPA/Attorney
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Episode 155
Practical Advice on Caring for Aging Loved Ones with Carolyn Rosenblatt and Mikol Davis
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Episode 154
The Incredible Shrinking Alpha with Larry Swedroe
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Episode 153
The Indexing Advantage with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 152
Retirement Decisions Guide 2015 with Ed Slott, CPA
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Episode 151
What’s New in Third Edition of Retire Secure! with Jim Lange
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Episode 150
Investment Decisions Guaranteed to Change Your Financial Future with guest Paul Merriman
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Episode 149
Women Don’t Ask: How Married Women Can Advocate for their Own Financial Protection with guest Dr. Linda Babcock
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Episode 148
The Dimensions, Premiums, and Factors of Index Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 147
What Investors Can Expect in 2015-2016 with guest Charlie Smith
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Episode 146
Retire Secure! with James Lange, CPA/Attorney, Best Selling Author
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Episode 145
Secrets of a Former IRS Attorney with guest Sandy Botkin, CPA, Esq.
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Episode 144
The Secrets to Maxing Out Your Social Security with guest Dr. Laurence Kotlikoff
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Episode 143
The White Coat Investor: Investing for Physicians with guest Dr. Jim Dahle
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Episode 142
Jonathan Clements’ Money Guide 2015
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Episode 141
Smart Indexes and ETFs with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 140
Only Retire Once with guest Roy Williams
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Episode 139
Inheriting IRAs and Roth IRAs with guest Michael J. Jones
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Episode 138
The Financial Benefits of Marriage
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Episode 137
World Class Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 136
Ed Slott helps IRA Owners Protect their Legacy
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Episode 135
Jonathan Clements: A Good Friend Writes Again
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Episode 134
Michael Lamb, Pittsburgh City Controller
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Episode 133
John Bogle, a Financial Industry Giant, Addresses Congress
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Episode 132
Creating a Comprehensive Retirement Strategy with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 131
Using Nobel Prize Research to Maximize Investment Returns with guest Paul Merriman
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Episode 130
The Quest for Alpha with guest Larry Swedroe, MBA
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Episode 129
The Importance of Asset Allocation with guest Dr. Roger Ibbotson
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Episode 128
The View of Pittsburgh from the Mayor’s Office with guest Pittsburgh Mayor Bill Peduto
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Episode 127
Enhanced Social Security Planning: Getting the Most Out of Your Social Security Benefits
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Episode 126
Supporting the Four Corners of your Financial House with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 125
Elder Law with guest Lawrence Frolik, JD, Professor of Law, University of Pittsburgh
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Episode 124
Making Decisions that Lead to a Secure Retirement with guest Julie Jason, JD, LLM
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Episode 123
Estate Strategies Deliver Clarity and Peace of Mind with guest Bob Keebler, CPA, MST, AEP
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Episode 122
Comments on Current Financial Affairs with guest Charlie Smith
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Episode 121
Retire Secure! for Same Sex Couples
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Episode 120
Following an Efficient Financial Strategy Produces Dividends with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 119
Estate Planning for the Modern, Blended Family with guest Paul Hood, JD, LLm
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Episode 118
Sexual Orientation and the Law with guest Anthony Infanti
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Episode 117
Services Available for Pittsburgh’s Seniors with guest Maxine Horn
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Episode 116
Investing Retirement Assets for Long-Term Success with guest Rod Kamps, CFP
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Episode 115
Estate Planning with guest Matt Schwartz, JD
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Episode 114
Asset Allocation Strategies That Will Maximize Your Retirement with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 113
The Meaning of DOMA’s Downfall wtih guest Evan Wolfson, JD
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Episode 112
Ed Slott, CPA, on the End of the Stretch IRA
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Episode 111
Maximizing Social Security & Roth IRA Conversions with guest Mary Beth Franklin, CFP
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Episode 110
Government Gridlock & Retirement Planning with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 109
Active Investing Done Right with guest Charlie Smith
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Episode 108
The Philosophy of Money with guest John D. Spooner
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Episode 107
Active vs. Index Investing with guest Weston Wellington
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Episode 106
Retirement Decisions You Need to Make Right Now with guest Ray LeVitre, CFP
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Episode 105
Avoid These IRA Landmines with guest Seymour Goldberg, CPA, MBA, JD
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Episode 104
When Building Retirement Portfolios, How Big a Role Does Asset Allocation Play in Performance? with guest Roger Ibbotson, PhD
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Episode 103
The Federal Reserve & Retirement Planning with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 102
Getting the Most from Your Social Security and More With guest Dr. Laurence Kotlikoff
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Episode 101
‘Financial Fitness Forever’ with guest Paul Merriman
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Episode 100
Celebrating 100 Episodes with The Best of the Lange Money Hour
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Episode 99
Your Parents’ Safe Retirement with guest, Jack Tatar, MBA
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Episode 98
Jane Bryant Quinn, America’s Leading Financial Journalist, Joins Jim Lange
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Episode 97
The Elements of Investing with guest, Charley Ellis, PhD
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Episode 96
The 7 Secrets for a Successful Retirement for Women with guest Jan Cullinane
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Episode 95
What is the State of Southwestern Pennsylvania? with guest Bill Flanagan
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Episode 94
Maximize Your Social Security Benefits with guest Kathleen Sindell, PhD
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Episode 93
How Would a Change in Marital Status Affect Your Financial Future? with guest Howard Klein
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Episode 92
My Favorite Personal Finance Writer of All Time – Jonathan Clements
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Episode 91
Michael Lamb, JD, Pittsburghs Controller, Speaks Out
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Episode 90
Year End IRA Review with Special guest Ed Slott, CPA
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Episode 89
The Lange Money Hour Special: Interview with John Bogle of The Vanguard Group
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Episode 88
Life Insurance & Estate Planning with guest Terry Headley, LUTCF, FSS
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Episode 87
Impending Increase in Life Insurance Premiums with Tom Hall, CLU, ChFC
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Episode 86
Year-End Tax Planning with Sandy Botkin, CPA, JD
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Episode 85
Are Safe Withdrawal Rates Really Safe?with guest Todd R. Tresidder
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Episode 84
Will a Tidy Inheritance Help or Hurt your Heirs? with guest Roy Williams
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Episode 83
Available Resources for Pittsburgh Seniors: Where To Turn For Help with guest Maxine Horn
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Episode 82
Mortgage Refinancing with guest Mike Henry from Dollar Bank
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Episode 81
Investing Mistakes with guest Larry Swedroe, MBA
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Episode 80
Using Trusts to Protect your Family with guest Matt Schwartz
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Episode 79
Spain’s Pain and What Stocks Should Do with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 78
Your Pets and Your Estate with guests Robert Cass, JD, LLm and Elizabeth Carrie, JD, LLm
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Episode 77
A Rational Response to an Irrational Market with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 76
Trusts to Protect Your Family with guest Bruce Steiner, JD
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Episode 75
Should You Invest Differently for Your IRA, Roth IRA and After-Tax Investments? with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 74
The Four Keys to Successful Investing with guest Paul Merriman
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Episode 73
Active vs. Passive Investing with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 72
Tips for Reducing Taxes with guest Sandy Botkin, CPA, JD
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Episode 71
Maximizing Social Securty Benefits with guest Larry Kotlikoff, PhD
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Episode 70
Generating Income in Retirement through Bonds and Bond Ladders with guest Dan Henderson
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Episode 69
Investment Mistakes Even Smart Investors Make and How to Avoid Them with guest Larry Swedroe, MBA
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Episode 68 Renowned Expert on Children’s Finances – Five Answers to the Most Important Investment Questions with guest Neale Godfrey
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Episode 67 Answers to Important Investment Questions with guest Dan Goldie, CFA, CFP
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Episode 66 An Hour with Financial Author Jonathan Clements
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Episode 65 Ed Slott, CPA, America’s Top IRA and Retirement Plan Expert
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Episode 64 Estate Planning Tips with guest Herbert Nass, JD
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Episode 63 Financial Advice for Women with guest Eleanor Blayley, CFP
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Episode 62 Financial Intelligence, How to Make Smart Decisions with guest Doug Lennick, CFP
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Episode 61 Saving for College with guest Joe Hurley, CPA
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Episode 60
IRA Planning at Retirement
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Episode 59
Strategies for a Market in Turmoil with guest Charlie Smith
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Episode 58
How to Make Good Decisions that Will Lead to a Secure Retirement with guest Julie Jason, JD
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Episode 57
Go Roth! with guest Kaye Thomas, JD
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Episode 56
Maximizing your Social Security with guest Larry Kotlikoff, PhD
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Episode 55
Enhanced Index Investing with Special guest Dr. Roger Ibbotson
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Episode 54
Discussing City of Pittsburgh Finances with guest Michael Lamb, JD
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Episode 53
Tips for Grandparents with John Gallo, JD & Eileen Gallo, PhD
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Episode 52
Index Investing with guest PJ Dinuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Episode 51
The Markets with guest Dan Henderson
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Episode 50
Women & Money with guest Patricia Annino, AEP
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Episode 49
Safe Withdrawal Rates with Special guest Dr. Geoff Considine
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Episode 48
Special Tax Strategies with guest Sandy Botkin, CPA, JD
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Episode 47
A Discussion About Trusts with Special guest Matt Schwartz
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Episode 46
Women & Estate Planning with guest Deborah L. Jacobs, JD
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Episode 45
How the New Tax Laws Effect Wills & Trusts with Martin Schenkman, CPA, JD
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Episode 44
New Year, New Tax Laws with Bruce Steiner, JD
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Episode 43
Retirement Planning with Special guest Natalie Choate, Esq.
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Episode 42
Year-End Tax Planning Tips with the Legendary, Bob Keebler, CPA, MST, AEP
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Episode 41
Safe Withdrawal Rates: How Much Can You Safely Spend? with guest Bill Bengen, CFP
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Episode 40
How Should You Respond to the Election? with guest Gerry Schuster, PhD
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Episode 39
Roth IRA Conversion Strategies from the Horse’s Mouth with guest Elaine Floyd, CFP
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Episode 38
Charitable Giving Strategies with guest Grant Oliphant, MSOD, President & CEO of The Pittsburgh Foundation
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Episode 37
Economic Observation from Portfolio Manager, Charlie Smith, of Fort Pitt Capital Group
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Episode 36
A Woman’s Advice for Women Investors with guest Barbara Stanny
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Episode 35
Roth Conversion Stories
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Episode 34
The Ideal Beneficiary of Your IRA
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Episode 33 Converting 401(k)s/403(b)s to A Roth 401(k)/403(b)
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Episode 32
The Ultimate Retirement Planning Authority with guest Natalie Choate, Esq.
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Episode 31
How to Achieve Tax-Free Growth with guest John Bledsoe, CFP, CLU, ChFC, MSFS, AEP, CLTC
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Episode 30
Grow Wealth While Still Working
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Episode 29
“The Roth Launcher” with guest Steven Kohman, CPA, CSEP, CSRP
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Episode 28
Ideal Beneficiary Designations with guest Matthew Schwartz
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Episode 27
Jim Lange CPA Responds to Two Major Tax Changes
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Episode 26
Surprising Insights for Taking Social Security with guest Larry Kotlikoff, PhD
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Episode 25
Powerful Wealth Preservation Strategies with Ed Slott, CPA
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Episode 24
Cutting-Edge Roth IRA Conversion Strategies with Barry Picker, CPA/PFS, CFP
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Episode 23
Legendary Roth IRA Conversion Expert, Bob Keebler, CPA, MST, AEP
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Episode 22
The Lange Philosophy with guests Matt Schwartz & Steve Kohman, CPA, CSEP, CSRP
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Episode 21
The Roth Conversion Option – An Aggressive Strategy with guest John Bledsoe, CFP, CLU, ChFC, MSFS, AEP, CLTC
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Episode 20
Smart Advice from Jane Bryant Quinn for Making the Most of Your Money
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Episode 19
An Overview of Pittsburgh’s Financial Climate with guest Michael Lamb, JD
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Episode 18
Year-End Tax Planning Strategies with guest Diane Markel, CPA
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Episode 17
Smart Talk About Roth IRAs/Roth IRA Conversions/New Tax Law for 2010
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Episode 16
A Discussion of the Current Market Environment with guest Charlie Smith
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Episode 15
Sound Wisdom on Investing and Portfolio Management with guest Jonathan Clements
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Episode 14
Protecting Yourself from Financial Fraud with guest Blaine Aiken, CFP
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Episode 13
Kim Kiyosaki: Helping Women Gain Financial Control
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Episode 12
Jim Lange’s Top Lessons for Planning a Secure Retirement with guest Barry Picker, CPA/PFS, CFP
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Episode 11
Ideas Tor Teaching Children How to be Financially Fit
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Episode 10
A Closer Look at Inherited IRAs with Natalie Choate, Esq.
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Episode 9
What You Need to Know When Evaluating Long Term Care Insurance Protection with guest Tom Hall, CLU, ChFC
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Episode 8
Strategies for Those Who are Close to or at Retirement
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Episode 7
Taking a Closer Look at Q-Tip, Revocable, Minor & Charitable Trusts with guest Tom Crowley, MBA
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Episode 6
Strategies for Protecting Your Retirement Assets with guest Bob Keebler, CPA, MST, AEP
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Episode 5
Lange’s Cascading Beneficiary Plan
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Episode 4
Making the Most of Your Retirement Investments with guest Paul Merriman
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Episode 3
Last-Minute Tax Tips for 2008/Early Tax Planning for 2009 with guest Steven Kohman, CPA, CSEP, CRSP
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Episode 2
Jim Lange’s Top Lessons for Planning a Secure Retirement with guest Ed Slott, CPA
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Episode 1 Jim Lange’s Top 3 Lessons for Planning a Secure Retirement
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