Episode 120 - Following an Efficient Financial Strategy Produces Dividends with guest P.J. DiNuzzo, CPA, PFS, AIF, MBA, MSTx

Published: March 26, 2015, 4 a.m.

b'Following an Efficient Financial Strategy Produces Dividends\\nJames Lange, CPA/Attorney\\nGuest: P.J. DiNuzzo, CPA, PFS\\xae, AIF\\xae, MBA, MSTx\\nEpisode 120\\nTOPICS COVERED:\\nGuest Introduction: P.J. DiNuzzo, CPA, PFS\\xae, AIF\\xae, MBA, MSTx,\\nIntroducing Gamma,\\nThe Bucket Analysis,\\nOther Key Aspects of the Gamma Strategy,\\nTax Efficiency as Part of Your Financial Strategy,\\nMorningstar and Defining \\u201cLiability Relative Asset Allocation Optimization\\u201d'