Guest: Larry Swedroe, MBA

Guest of The Lange Money Hour: Where Smart Money Talks

The Lange Money Hour Guests
The Lange Money Hour has featured some of the country’s
leading IRA, retirement planning and financial experts.

Guest: Larry Swedroe, MBA

Larry Swedroe is director of research for Buckingham Asset Management (www.investmentadvisornow.com), a Registered Investment Advisor firm in St. Louis, Mo and an independent member of the BAM ALLIANCE (www.thebamalliance.com). He is also director of research for BAM Advisor Services, LLC (www.bamservices.com), a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.

The Lange Money Hour episodes with this guest:

Episode 187, February 8, 2017
Crunching the Numbers – The Science of Investing, with Researcher and Author Larry Swedroe
Listen to MP3

Episode 174
Think, Act, & Invest Like Warren Buffett with Larry Swedroe
Listen to MP3 | Read Show Transcript

Episode 130
The Quest for Alpha with guest Larry Swedroe, MBA
Listen to MP3 | Read Show Transcript

Episode 81
Investing Mistakes with guest Larry Swedroe, MBA
Listen to MP3 | Read Show Transcript

Episode 69
Investment Mistakes Even Smart Investors Make and How to Avoid Them with guest Larry Swedroe, MBA
Listen to MP3 | Read Show Transcript

» Return to Guest Index

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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.

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