203 episodes

The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many more.

Retire Secure! James Lange

    • Investing
    • 3.9, 23 Ratings

The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many more.

    Episode 47 - A Discussion About Trusts with Special guest Matt Schwartz

    Episode 47 - A Discussion About Trusts with Special guest Matt Schwartz

    In this February 16, 2011, classic episode of The Lange Money Hour, CPA/Attorney James Lange and Lange Financial Group legal team head Matt Schwartz discuss trusts and their importance in estate planning. 

    • 51 min
    Episode 46 - Women & Estate Planning with guest Deborah L. Jacobs, JD

    Episode 46 - Women & Estate Planning with guest Deborah L. Jacobs, JD

    James Lange welcomes Deborah L. Jacobs, JD to discuss what women need to know in estate planning.

    • 52 min
    Episode 45 - How the New Tax Laws Effect Wills & Trusts with Martin Shenkman, CPA, JD

    Episode 45 - How the New Tax Laws Effect Wills & Trusts with Martin Shenkman, CPA, JD

    James Lange and Martin Shenkman discuss how tax changes influence wills and trusts.

    • 54 min
    James Lange and John Bogle Discuss Simple Rules for Investment Success Episode 10 of 12

    James Lange and John Bogle Discuss Simple Rules for Investment Success Episode 10 of 12

    James Lange and John Bogle discuss simple rules for investment success.

    • 3 min
    James Lange and John Bogle Remind You 'There is No Escaping Risk' Episode 11 of 12

    James Lange and John Bogle Remind You 'There is No Escaping Risk' Episode 11 of 12

    James Lange and John Bogle remind investors that there is no escaping risks.

    • 4 min
    James Lange and John Bogle Discuss 'Beware Fighting the Last War' Episode 12 of 12

    James Lange and John Bogle Discuss 'Beware Fighting the Last War' Episode 12 of 12

    In the final addition of this series, James Lange and John Bogle discuss fighting "the last war" in finance.

    • 5 min

Customer Reviews

3.9 out of 5
23 Ratings

23 Ratings

cpcooper ,

Excellent even for younger people

This is an excellent podcast! I’m 32 years old and have learned so many valuable financial and tax planning nuggets. I found it last week and have been binge watching it ever since.

Cindy l. Word crazy ,

Very informative

Great info on retirement and estate planning.

Danny1234x ,

Excellent Geezer Podcast

He covers topics for people 50+ that are not covered very well in other podcasts. He covers Roth conversions and many very important estate planning issues we should all consider. His approach to investing is passive. The Roth conversion topic is well worth a listen.

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