Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
Guest: David Blanchett, PhD, CFA, CFP®
David Blanchett, PhD, CFA, CFP® is head of retirement research at Morningstar Investment Management LLC. In this role, he works to enhance the group’s consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. His research has been published in a variety of industry and academic journals and received a number of awards. He is a frequent speaker at industry conferences and is regularly quoted in the national media.
The Lange Money Hour episodes with this guest:
Episode 175 – August 3, 2016
Can You Spend More Than 4% of Your Portfolio in your 60s and 70s? with Morningstar’s David Blanchett
Listen to MP3 | Read Show Transcript
A Guide to Getting the Most out of What You’ve Got
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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.