Guest: PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx

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: PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx

PJ DiNuzzo is the Founder, President, Chief Investment Officer (CIO), Chief Compliance Officer (CCO), Financial Educators Network Adult Education Certified Instructor,  and Director of  Business Development for DiNuzzo Index Advisors Inc., which has operated as an SEC-Registered Investment Advisory Firm since 1989 and currently manages over $400 million. P.J. has devoted his entire professional career to indexing/efficient market theory, retirement planning and educating the public regarding their benefits.  He was approved as one of the first 100 Advisors in the United States with Index Research/Development Leader and Institutional Mutual Fund Manager, Dimensional Fund Advisors (DFA) in the early 1990’s. DiNuzzo Index Advisors, Inc. was one of the first few hundred fee-only firms in the U.S. in the late 1980’s and has been consistently ranked as one of the top 500 firms in the country by multiple national publications. Under P.J.’s leadership DiNuzzo Index Advisors, Inc., on numerous occasions, has been recognized as one of the “Best Places to Work” and was awarded the honor of “#1 Best Place to Work” in Western Pennsylvania in October of 2008 and 2013 by the Pittsburgh Business Times.  Additionally, P.J. has been awarded the prestigious multi-year designation  as a FIVE STAR Wealth Manager. The award is given to wealth managers in Pittsburgh and across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.

P.J. DiNuzzo has earned the distinguished Personal Financial Specialist (PFS®) designation. The American Institute of Certified Public Accountants (AICPA), a national professional organization of CPA’s has only awarded the PFS® accreditation to less than 3% of CPA’s nationwide. Candidates must meet six necessary requirements including an arduous technical exam and a peer review of their ability to demonstrate significant experience in a wide range of comprehensive personal financial planning disciplines.

The Lange Money Hour episodes with this guest:

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
Listen to MP3 | Read Show Transcript

Episode 177, September 7, 2016
Cutting-Edge Retirement Planning Solutions with P.J. DiNuzzo
Listen to MP3 | Read Show Transcript

Episode 171
Should You Plan to Spend More in your 60s and 70s than in your 80s and 90s? with PJ DiNuzzo
Listen to MP3 | Read Show Transcript

Episode 165
Supporting the Four Corners of Your Financial House with P.J. DiNuzzo
Listen to MP3 | Read Show Transcript

Episode 160
New Social Security Law Changes: How Advisors Add Value with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3 | Read Show Transcript

Episode 153
The Indexing Advantage with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3 | Read Show Transcript

Episode 148
The Dimensions, Premiums, and Factors of Index Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3

Episode 141
Smart Indexes and ETFs with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3

Episode 137
World Class Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3 | Read Show Transcript

Episode 132
Creating a Comprehensive Retirement Strategy with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3 | Read Show Transcript

Episode 126
Supporting the Four Corners of your Financial House with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3 | Read Show Transcript

Episode 120
Following an Efficient Financial Strategy Produces Dividends with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3 | Read Show Transcript

Episode 114
Asset Allocation Strategies That Will Maximize Your Retirement with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3 | Read Show Transcript

Episode 110
Government Gridlock & Retirement Planning with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3 | Read Show Transcript

Episode 103
The Federal Reserve & Retirement Planning with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3 | Read Show Transcript

Episode 79
Spain’s Pain and What Stocks Should Do with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3 | Read Show Transcript

Episode 77
A Rational Response to an Irrational Market with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3

Episode 75
Should You Invest Differently for Your IRA, Roth IRA and After-Tax Investments? with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3 | Read Show Transcript

Episode 73
Active vs. Passive Investing with guest PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3

Episode 52
Index Investing with guest PJ Dinuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3

» 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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