Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guest: Bill Bengen, CFP
William P. Bengen practiced fee-only financial planning in Southern California for 25 years. He is a retired member of the National Association of Personal Financial Advisors and the Financial Planning Association. Bengen received a B.S. from MIT in Aeronautics and Astronautics. He worked for 17 years with his family-owned soft-drink-bottling franchise firm in the New York metropolitan area, serving a tenure as president and COO. In 1987 Bengen migrated with his wife and two daughters to the gentler climes of Southern California, where he founded his practice, earning his CFP® certification in 1990 and his Master’s degree in financial planning in 1993.
The Lange Money Hour episodes with this guest:
James Lange, CPA
Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.