Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
Guest: Susan Turnbull
Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent and designer of LifeLegacy Cards, prompts for insightful conversation and writing.
In her fresh take on the meaning and dimensions of legacy, Susan’s dynamic presentations and engaging materials appeal to audiences of financial, estate planning and philanthropic advisors, as well as their clients and donors.
As Principal of Personal Legacy Advisors, Susan leads a team of affiliated professionals who provide coaching, writing, video, and design services to clients looking for assistance in creating personal legacy letters, expressions of intent, memoirs and family histories, or, or video tributes. Her work has been featured in many national publications, most recently in Kiplinger’s Retirement Report and FPA Practice Management Solutions Magazine.
Susan is a member of the Boston Estate Planning Council, the Purposeful Planning Institute and the Association of Personal Historians. She lives in greater Boston.
The Lange Money Hour episodes with this guest:
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.