Episode 126 - Supporting the Four Corners of your Financial House with guest P.J. DiNuzzo, CPA, PFS, AIF, MBA, MSTx
b'Supporting the Four Corners of Your Financial House, James Lange, CPA/Attorney, Guest: P.J. DiNuzzo, CPA, PFS\\xae, AIF\\xae, MBA, MSTx, Episode 126, TOPICS COVERED: Guest Introduction: P.J. DiNuzzo, CPA, PFS\\xae, AIF\\xae, MBA, MSTx, The DiNuzzo Stack Analysis, Fiduciary Responsibility, Behavior Coaching, Taking Advantage of a Dynamic Withdrawal Strategy, Cost Effective Portfolios, Tax Management of a Portfolio Rebalancing'