Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guest: Jack Tatar, MBA
Jack Tatar is the author of the book, “Safe 4 Retirement: The Four Keys to a Safe Retirement” which takes a holistic approach to retirement that considers not only the financial aspects but the need to focus on health, wellness, mental attitude and staying involved as keys to living a long and safe retirement. Jack is a former Financial Advisor and current CEO of GEM Research Solutions, a leading market research firm focused primarily on the financial services industry. Jack is a frequent speaker on the topic of retirement and just published “Having ‘The Talk’ with Your Parents About Retirement.” Jack has been involved with numerous start ups and has an MBA from Pepperdine University and a BA from Stony Brook University.
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.