Our Featured Special Guests
Founder and (retired)
CEO of The Vanguard Group
Authority on index investing, asset allocation, active management strategies.
|Jane Bryant Quinn|
Nationally known commentator on finance, trusted by millions.
|Evan Wolfson, JD|
President of Freedom to Marry, a campaign for marriage equality.
|Ed Slott, CPA|
Ed Slott is known as America’s IRA Expert.
|Natalie B. Choate, Esq.|
A recognized authority on estate planning for retirement benefits.
|Bob Keebler, CPA, MST, AEP|
One of the 100 Most Influential CPA Practitioners in the U.S.
|Dr. Roger Ibbotson|
Professor, Practice Emeritus of Finance, Yale University School of Management
Award-winning author: Jonathan Clements Money Guide 2015.
|Barry Picker, CPA/PFS, CFP|
A CPA with the Personal Financial Specialist designation from the AICPA.
All of The Lange Money Hour Guests:
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.