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On Tonight's Lange Money Hour: Investment Expert P.J. DiNuzzo on The Value of a Trusted Advisor Join us this evening at 7:05 on KQV 1410 AM. Program also streams live on www.kqv.com. Encore presentations air on KQV EVERY SUNDAY at 9:05 a.m.

 

 

 

 

 

   

Investing in low-cost index funds has risen sharply over the last 20 years – and for good reason. Studies have shown that the S&P 500 has historically outperformed the vast majority of active money managers. But that doesn’t necessarily mean you should be a “do it yourself” investor.

DIY investors can fall victim to some very common mistakes – the biggest of which is letting their emotions -- rather than logic and data -- dictate their decisions. In fact, the numbers show that when investors listen to their “gut,” they’re wrong two out of every three times!

This week on The Lange Money Hour, CPA and Attorney Jim Lange will welcome back his frequent guest and nationally recognized investment advisor, P.J. DiNuzzo, CEO of Pittsburgh-based DiNuzzo Index Advisors, Inc. P.J. and Jim will discuss the added value that a qualified, low-fee advisor who takes his or her fiduciary responsibility (acting in your best interest) seriously can bring to the investor/client relationship.

Examples include:

• Expertise on asset allocation.
• Recommendations for Social Security planning.
• Evaluating the options and the merits of Roth IRA conversions.
• Understanding and planning for your future—not some generic future.
• Offering reassurance in turbulent times to help you stick to a safe course of action.
• Developing a coordinated and comprehensive financial plan that addresses short-term, long-term, and estate planning needs, as well as dreams and wishes—you might be very surprised to learn that you do have the resources for that dream vacation or a vacation home.

KQV will rebroadcast the show this Sunday at 9:05 a.m. The audio will also be archived on our web site at www.paytaxeslater.com/radioshow.php, along with a written transcript.

 

*All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful. Investment advisory services offered by Lange Financial Group, LLC.

 

Our Guest: P.J. DiNuzzo, CPA, PFS®, AEP®, AIF®, MBA, MSTx  

P.J. DiNuzzo is the Founder, President, Chief Investment Officer (CIO), Chief Compliance Officer (CCO), Financial Educators Network Adult Education Certified Instructor, and Director of Business Development for DiNuzzo Index Advisors Inc., which has operated as an SEC-Registered Investment Advisory Firm since 1989 and currently manages over $400 million. P.J. has devoted his entire professional career to indexing/efficient market theory, retirement planning and educating the public regarding their benefits. He was approved as one of the first 100 Advisors in the United States with Index Research/Development Leader and Institutional Mutual Fund Manager, Dimensional Fund Advisors (DFA) in the early 1990's. DiNuzzo Index Advisors, Inc. was one of the first few hundred fee-only firms in the U.S. in the late 1980's and has been consistently ranked as one of the top 500 firms in the country by multiple national publications. P.J. DiNuzzo has earned the distinguished Personal Financial Specialist (PFS®) designation. The American Institute of Certified Public Accountants (AICPA), a national professional organization of CPAs has only awarded the PFS® accreditation to less than 3% of CPAs nationwide. Candidates must meet six necessary requirements including an arduous technical exam and a peer review of their ability to demonstrate significant experience in a wide range of comprehensive personal financial planning disciplines.

  About James Lange, CPA  

With more than 3 decades of estate and retirement planning experience, James Lange and his team have drafted 2,357 Wills and Trusts. Jim is the creator of Lange's Cascading Beneficiary Plan and The Roth IRA Institute.

Jim’s strategies have been endorsed by The Wall Street Journal (36 times), Newsweek, Money, Smart Money, Reader’s Digest, Bottom Line, and Kiplinger’s. His articles have appeared in Bottom Line, Financial Planning, The Tax Adviser, Journal of Retirement Planning, and two 2016 articles predicting the "Death of the Stretch IRA" and showing investors what they can do to protect their wealth against it in the peer-reviewed journal, Trusts & Estates.

Jim is the host of The Lange Money Hour on KQV 1410 AM. He is also the author of six best-selling books, 3 editions of Retire Secure!, endorsed by Charles Schwab, Larry King, Ed Slott, Jane Bryant Quinn, Roger Ibbotson... The Roth Revolution endorsed by Ed Slott, Natalie Choate, and Bob Keebler... The Little Black Book of Social Security Secrets endorsed by Jonathan Clements, Paul Merriman, and Elaine Floyd and his most recent book, The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA, endorsed by Bill Flanagan, Burton Malkiel, and Jonathan Clements.

 

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The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA

 

 

  

  James Lange, CPA/attorney reveals his newest and best strategies and secrets to getting the most out of your IRAs and retirement plans (and keeping Congress’ sticky fingers out of your pocket) in his new book The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA.

 

Lange, always on top of tax trends and legislation, provides clear and specific solutions to current tax issues regarding retirement plans, but more importantly, looks ahead and predicts legislative actions that could devastate your IRA in the future.

 

     

Phone

800.387.1129

Email Web Office Location 2200 Murray Avenue Pittsburgh, PA 15217

 

 

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