228 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

    • Business
    • 4.0 • 30 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.

    Q&A Session with Jim Lange - April 27th, 2021

    Q&A Session with Jim Lange - April 27th, 2021

    In this episode of the Retire Secure Podcast, listen to Jim Lange during his LIVE Q&A session during his April 27, 2021 webinar series.

    Tune in as Jim answers questions from real people, just like you, in the live room of the webinar as well as pre-submitted questions!

    If you're interested in attending one of Jim's LIVE, FREE virtual events, you can keep updated on his next round of events by going to paytaxeslater.com/webinars!

    If Jim has answered your questions in this podcast episode, and you would like to get information on a Retire Secure Consultation OR Assets Under Management, click here!

    • 2 hr 10 min
    The Best Estate Plan for Married IRA Owners after the SECURE Act Full April 2021

    The Best Estate Plan for Married IRA Owners after the SECURE Act Full April 2021

    This episode of the Retire Secure Podcast is from Jim's April 28, 2021 virtual event where he discussed the best financial plans for married IRA Owners after the passing of the SECURE Act. We hope you find this to be highly informative and enlightening.

    Join Jim on June 22nd and 23rd for an all-new virtual event series that promises to be highly informative and enlightening and will teach you how to protect your financial legacy in the wake of a changing Washington D.C.

    To reserve your seat for free at Jim's upcoming virtual event, click here.

    Click here if you are interested in finding out more about Assets Under Management, or to have a Financial Masterplan!

    • 2 hr 16 min
    Optimal Response to Recent and Proposed Tax Code Changes

    Optimal Response to Recent and Proposed Tax Code Changes

    In this episode of The Retire Secure Podcast, we visit Jim's most recent webinar from April 27, 2021. In this first virtual event, Jim discusses proposed tax code changes and the best response for those changes and how these responses can continue to aid you against the SECURE Act.

    To learn more get Jim's latest book Beating The New Death Tax available now at Amazon.
    If you have heard enough and would like to learn how you can work with Jim for our assets under management services, OR having a financial master plan,  go to  https://paytaxeslater.com/RS1.

    • 2 hr 17 min
    March 2021 Q & A Session

    March 2021 Q & A Session

    In this edition of Jim Lange's Retire Secure Podcast, we have a special Question and Answer session from Jim's March 2021 virtual event for you!

    Listen in as Jim offers his expert answers to questions being asked from the attendees of Jim's audience. He may end up answering questions YOU may have!

    If your questions have been answered in this episode, go to https://paytaxeslater.com/RS1 to fill out the form for a Retire Secure Consultation today!

    And be sure to go to paytaxeslater.com/webinars for updates on Jim Lange's latest virtual events!

    • 2 hr 11 min
    The Dreaded SECURE Act and Pending Tax Explosion Threaten Your IRA and Retirement Plan

    The Dreaded SECURE Act and Pending Tax Explosion Threaten Your IRA and Retirement Plan

    This week's edition of the Retire Secure Podcast features the first of Jim Lange's full-length virtual events from his March 30th, 2021 series. 

    Join Jim as he discusses;
    Avoiding the decimating tax-accelerating consequences of the SECURE Act.Reducing your income tax liability with the Democrats in charge. Likely long-term tax rate increases make Roth IRA conversions more attractive.Using Roth conversions to minimize taxes on your IRA income for decades for both you and your heirs.Minimizing the impact of potential tax increases—other than income tax. Less obvious increases might come from eliminating the current step-up in basis provision and the favorable capital gains rates.Optimizing your Social Security distributions.Gifting strategies after the SECURE Act.To learn more about Jim's virtual events go to https://paytaxeslater.com/webinars. Be sure to sign up for our mailing list to get the latest information that Jim has to offer, including an upcoming Facebook Group Training series!

    • 2 hr 24 min
    February 2021 Q & A Hour Two featuring Jim Lange, Larry Swedroe, and Adam Yofan. Hosted by Dave Dee.

    February 2021 Q & A Hour Two featuring Jim Lange, Larry Swedroe, and Adam Yofan. Hosted by Dave Dee.

    This special first hour of Jim Lange's February 2021 Question and Answer session, hosted by Dave Dee, showcases Jim Lange, Larry Swedroe, and Adam Yofan answering your financial, and investment questions in regards to your retirement planning.If you're...

    • 1 hr 27 min

Customer Reviews

4.0 out of 5
30 Ratings

30 Ratings

Sarita7981 ,

Top long

It’s time for me to move on. It takes too long to get to juice out of this bone.

JoshCrist ,

Empowering, insightful and actionable! 🙌

Whether you’re well established along your retirement journey, or just getting started making your plan to freedom - this is a must-listen podcast for you! James does an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of building a thriving financial life you can be proud of - as a leader who’s actually walked the path. Highly recommend listening and subscribing!

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.

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