Episode 156 - Common Planning Mistakes with James Lange, CPA / Attorney

Published: Jan. 4, 2016, 5 a.m.

b'TOPICS COVERED: Show Introduction: Avoiding Pitfalls along the Road to a Secure Retirement; Mistake One: Not Having a Well-Diversified Portfolio; Preparing for Changes in Tax and Estate Laws; When to Consider an Annuity; Premiums; Asset Allocation; The One-Minute Social Security Strategy'