The Lange Money Hour Archives

Episode 100:  Celebrating 100 Episodes with The Best of the Lange Money Hour

Episode 99: Your Parents' Safe Retirement with guest Jack Tatar

Episode 98: Personal Finance & Investing for Women with guest Jane Bryant Quinn

Episode 97: The Elements of Investing with guest Charlie Ellis

Episode 96: The 7 Secrets for a Successful Retirement for Women with guest Jan Cullinane

Episode 95: The state of SW Pennsylvania with Guest Bill Flanagan

Episode 94: Maximizing Social Security Benefits with Guest Kathleen Sindell

Episode 93: Marital Status and Finances with Guest Howard Klein

Episode 92: Knowing Your Investment Tolerance with guest Jonathan Clements

Episode 91:  2013 County Forecast with Guest Michael Lamb

Episode 90:  Year End IRA Review with Special Guest Ed Slott

Episode 89: Lange Money Hour Special:  Interview with John Bogle of The Vanguard Group

Episode 88: Life Insurance & Estate Planning with Guest Terry Headley

Episode 87: Impending Life Insurance Premium Increases with Guest Tom Hall |  Transcript

Episode 86: Year-End Tax Planning with Sandy Botkin |  Transcript

Episode 85: Are Safe Withdrawals Safe? with Guest Todd Tressider

Episode 84:  Preparing Your Heirs with Guest Roy Williams

Episode 83:  Senior Services with Guest Maxine Horn

Episode 82: Mortgage Refinancing with Guest Mike Henry from Dollar Bank

Episode 81:  Investing Mistakes with Guest Larry Swedroe

Episode 80:  Structuring Wills and Estate Managment with Guest Matt Schwartz

Episode 79:  Spain's Pain and What Stocks Should Do with Guest PJ DiNuzzo |  Transcript

Episode 78: Your Pets and Your Estate with Guests Robert Cass and Elizabeth Carrie |  Transcript

Episode 77: A Rational Response to an Irrational Market with Guest PJ DiNuzzo

Episode 76: Trusts to Protect Your Family with Guest Bruce Steiner |  Transcript

Episode 75:  Should You Invest Differently for Your IRA, Roth IRA and After-Tax Investments? with Guest PJ DiNuzzo |  Transcript

Episode 74:  The Four Keys to Successful Investing with Guest Paul Merriman |  Transcript

Episode 73: Active vs. Passive Investing with Guest PJ DiNuzzo

Episode 72:  Tips for Reducing Taxes with Guest Sandy Botkin

Episode 71: Maximizing Social Securty Benefits with Guest Larry Kotlikoff |  Transcript

Episode 70:  Bonds and Bond Ladders with Guest Dan Henderson |  Transcript

Episode 69: Investment Mistakes Even Smart Investors Make and How to Avoid Them with Guest Larry Swedroe |  Transcript

Episode 68: Renowned Expert on Children's Finances - Five Answers to the Most Important Investment Questions with Guest Neale Godfrey |  Transcript

Episode 67: Answers to Important Investment Questions with Guest Dan Goldie

Episode 66: Jonathan Clements, Former WSJ Columnist Joins Jim Lange |  Transcript

Episode 65:  Ed Slott, America's Top IRA and Retirement Plan Expert |  Transcript

Episode 64:  Estate Planning Tips with Guest Herbert Nass

Episode 63: Financial Advice for Women with Guest Eleanor Blayley

Episode 62: Financial Intelligence, How to Make Smart Decisions with Guest Doug Lennick |  Transcript

Episode 61: Saving for College with Guest Joe Hurley |  Transcript

Episode 60: IRA Planning at Retirement

Episode 59: Strategies for a Market in Turmoil with Guest Charlie Smith

Episode 58: How to Make Good Decisions that Will Lead to a Secure Retirement with Guest Julie Jason |  Transcript

Episode 57: Go Roth! with Guest Kaye Thomas

Episode 56: Maximizing your Social Security with Guest Larry Kotlikoff

Episode 55: Enhanced Index Investing with Special Guest Dr. Roger Ibbotson

Episode 54: Discussing City of Pittsburgh Finances with guest Michael Lamb

Episode 53: Tips for Grandparents with John & Eileen Gallo

Episode 52:  Index Investing with guest PJ Dinuzzo

Episode 51:  The Markets with guest Dan Henderson

Episode 50: Women & Money with guest Patricia Annino

Episode 49: Safe Withdrawal Rates with Special Guest Dr. Geoff Considine

Episode 48: Special Tax Strategies with Guest Sandy Botkin

Episode 47: A Discussion About Trusts with Special Guest Matt Schwartz

Episode 46: Women & Estate Planning with Guest Deborah L. Jacobs

Episode 45: How the New Tax Laws Effect Wills & Trusts with Martin Schenkman

Episode 44: New Year, New Tax Laws with Bruce Steiner

Episode 43: Retirement Planning with Special Guest Natalie Choate

Episode 42: Year-End Tax Planning Tips with the Legendary Guest Bob Keebler |  Transcript

Episode 41: Safe Withdrawal Rates: How Much Can You Safely Spend? with Guest Bill Bengen  |  Transcript

Episode 40: How Should You Respond to the Election?  |  Transcript

Episode 39: Roth IRA Conversion Strategies from the Horse's Mouth  |  Transcript

Episode 38: Charitable Giving Strategies with guest Grant Oliphant, President & CEO of The Pittsburgh Foundation  |  Transcript

Episode 37: Views on Equity Premiums, Diversification and International Investing with guest Charlie Smith from Fort Pitt Capital  |  Transcript

Episode 36: Women and Money with guest Barbara Stanny  |  Transcript

Episode 35: Roth Conversion Stories  |  Transcript

Episode 34: The Ideal Beneficiary of Your IRA  |  Transcript

Episode 33: Converting 401(k)s/403(b)s to A Roth 401(k0/403(b)  |  Transcript

Episode 32: The Ultimate Retirement Planning Authority, Natalie Choate   |  Transcript

Episode 31: How to Achieve Tax-Free Growth with John Bledsoe   |  Transcript

Episode 30: Grow Wealth While Still Working with Jim Lange JD/CPA   |  Transcript

Episode 29: "The Roth Launcher" with Steven Kohman CPA, CSEP   |  Transcript

Episode 28: Ideal Beneficiary Designations with Matt Schwartz, JD  |  Transcript

Episode 27: Jim Lange, JD/CPA Responds to 2 Major Tax Increases  |  Transcript

Episode 26: Taking (or giving back) Social Security with Dr. Larry Kotlikoff  |  Transcript

Episode 25: Featuring 'America's IRA Expert', Ed Slott  |  Transcript

Episode 24: Barry Picker, CPA/PFS, CFP Returns to Discuss IRA's  |  Transcript

Episode 23: Featuring Special Guest, Bob Keebler, CPA, MST, AEP  |  Transcript

Episode 22: The Lange Philosophy with Matt Schwartz, JD & Steve Kohman, CPA

Episode 21: Roth IRA Conversions with Special Guest, John Bledsoe  |  Transcript

Episode 20: Jim Lange Hosts Special Guest, Jane Bryant Quinn  |  Transcript

Episode 19: All About Pittsburgh with City Controller, Michael Lamb  |  Transcript

Episode 18: Year-end Tax Planning Tips with Lange's, Diane Markel, CPA  |  Transcript

Episode 17: Income Restrictions Lifted for Roth Conversions in 2010  |  Transcript

Episode 16: Charlie Smith, CIO of Fort Pitt Capital, Addresses Market Conditions  |  Transcript

Episode 15: Former The Wall Street Journal Writer, Jonathan Clements  |  Transcript

Episode 14: Financial Fraud with Blaine Aikin, President/CEO of fiduciary360  |  Transcript

Episode 13: PBS Host/Author, Kim Kiyosake, Helps Women Gain Financial Control  |  Transcript

Episode 12: The Wealth-Building Power of Roth IRAs with Barry Picker  |  Transcript

Episode 11: Raising Financial Responsible Children with Author, Neale Godfrey  |  Transcript

Episode 10: Leading retirement planning expert, Natalie Choate  |  Transcript

Episode 9: A New Alternative to Long-Term Care Insurance   |  Transcript

Episode 8: What to do if You are Close to or at Retirement with your 401(k)  |  Transcript

Episode 7: Q-Tip Trusts - VP of PNC Wealth Management, Tom Crowley  |  Transcript

Episode 6: Tax-Loss Harvesting with Leading IRA Expert, Bob Keebler  |  Transcript

Episode 5: The Famous 'Lange's Cascading Beneficiary Plan'  |  Transcript

Episode 4: Safe Withdrawl Rates with Author, Paul Merriman  |  Transcript

Episode 3: Last-Minute Tax Advice with Lange's Steve Kohman, CPA  |  Transcript

Episode 2: America's IRA Expert, Ed Slott Covers Second-to-Die Life Insurance   |  Transcript

Episode 1: Jim Lange’s Top 3 Lessons for Planning a Secure Retirement  |  Transcript

Material provided in this recording is general in nature and is not intended to be a rendering of formal legal or investment advice.  Do not act upon the information in this audio without a thorough evaluation of the facts relating to your specific personal circumstances.  Jim and his team are available for consultations on Roth IRA conversion strategies, life insurance and tax preparation.  If you live in Pennsylvania, they can also handle will and trust preparation and estate planning.  If you live in Pennsylvania, Ohio, New York, Virginia, California or Florida, Jim and his team can help you manage your investments by working closely with third party money managers.