Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guests: Jon Gallo, JD and Eileen Gallo, Ph.D
Eileen Gallo is a licensed psychotherapist in private practice in Los Angeles, where she assists individuals and families with the psychological and emotional issues related to money, children and family wealth. Her doctoral dissertation examined the psychological issues of sudden wealth. Eileen also writes about the emotional and psychological issues of wealth as a regular columnist for the Journal of Financial Planning. She helped establish and co-chair the Committee on the Psychological and Emotional Issues of Estate Planning of the American Bar Association. Eileen currently co-chairs the sub-committee on Emerging Adulthood of the American College of Trust and Estate Counsel.
Jon Gallo heads the Family Wealth Practice Group of Greenberg Glusker Fields Claman & Machtinger, LLP, in Los Angeles. In 2007 and 2008, he was named one of the top one hundred attorneys in the country by Worth magazine. Jon is a Fellow of the American College of Trust and Estate Counsel, an Academician of the International Academy of Estate and Trust Law and certified by the California Board of Legal Specialization as a Specialist in Probate, Estate Planning and Trust Law. He helped establish and co-chair the Committee on the Psychological and Emotional Issues of Estate Planning of the American Bar Association. Along with Eileen, he is a regular columnist for the Journal of Financial Planning and co-chairs the sub-committee on Emerging Adulthood of the AmericanCollege of Trust and Estate Counsel.
The Lange Money Hour episodes with this guest:
Episode 53 – May 18, 2011
Tips for Grandparents with Jon Gallo, JD & Eileen Gallo, PhD
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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.