Master of Estate and Retirement Planning (#294)

03/11/2023 48 min Temporada 10 Episodio 294
Master of Estate and Retirement Planning (#294)

Listen "Master of Estate and Retirement Planning (#294)"

Episode Synopsis

James Lange is a CPA, an attorney, and an author. His most recent book, Retire Secure for Professors and TIAA Participants was released this month. Scott describes the book as a Master Class in estate and retirement planning. Link for listeners to get a free electronic copy of book: https://faculty-advisor.com/teach/ note: Once you click link, fill in your name and email address, you will receive an email with a link which will generate a pdf download.  About Jim Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).