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Retire Secure for Parents of a Child with a Disability (like bipolar disorder) - A Discussion with James Lange, CPA/Attorney

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Manage episode 414627206 series 3529630
Content provided by John Poehler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Poehler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

James Lange is a CPA/Attorney and the author of ten best-selling financial books that help IRA and retirement plan owners get the most of what they’ve got. The Wall Street Journal has endorsed Jim’s tax and estate planning strategies 36 times.

Jim’s daughter, Erica, has a disability. Jim’s expertise with Roth IRA conversions and the impact of the SECURE Act on IRAs, disability planning, and legacy planning was critical in developing a long-term plan to secure his daughter’s financial future and improve his family’s quality of life.

He was quick to realize that his solution, with modifications tuned to each family’s circumstances, could benefit all parents of a child with a disability. Using his family’s journey as the base, Jim authored a new book, Retire Secure for Parents of a Child with a Disability, with two experts in the disability field. Jim and his co-authors believe the book is the best comprehensive financial resource for parents of a child with a disability.

Jim would like to offer my listeners two invaluable resources without cost.

The first is a copy of the book, Retire Secure for Parents of a Child with a Disability. The co-authors and Jim genuinely believe it is the best financial resource available for parents at any price, let alone free. It has received glowing reviews on Amazon and represents thousands of hours of work from the top experts in their respective areas of planning for parents of a child with a disability.

You can get your free digital book at https://DisabledChildPlanning.com/Podcast

Jim is also hosting a 3-day virtual summit titled Financial and Life Planning Summit…for Parents of a Child with a Disability from June 18 to June 20. Tatyana McFadden, one of the top paralympic athletes in the world will be our celebrity speaker. The three co-authors and a host of other experts will be offering educational talks over the three-day period.

Participants can choose which of the sessions they would like to attend. Many will also be followed with Q&A sessions. And best of all, everyone can enjoy the talks from the comfort of their own living room.

To receive updates on our June 18th – 20th Financial and Life Planning Summit and a free copy of the book, go to https://DisabledChildPlanning.com/Podcast

--- Send in a voice message: https://podcasters.spotify.com/pod/show/john-poehler/message Support this podcast: https://podcasters.spotify.com/pod/show/john-poehler/support

  continue reading

35 episodes

Artwork
iconShare
 
Manage episode 414627206 series 3529630
Content provided by John Poehler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Poehler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

James Lange is a CPA/Attorney and the author of ten best-selling financial books that help IRA and retirement plan owners get the most of what they’ve got. The Wall Street Journal has endorsed Jim’s tax and estate planning strategies 36 times.

Jim’s daughter, Erica, has a disability. Jim’s expertise with Roth IRA conversions and the impact of the SECURE Act on IRAs, disability planning, and legacy planning was critical in developing a long-term plan to secure his daughter’s financial future and improve his family’s quality of life.

He was quick to realize that his solution, with modifications tuned to each family’s circumstances, could benefit all parents of a child with a disability. Using his family’s journey as the base, Jim authored a new book, Retire Secure for Parents of a Child with a Disability, with two experts in the disability field. Jim and his co-authors believe the book is the best comprehensive financial resource for parents of a child with a disability.

Jim would like to offer my listeners two invaluable resources without cost.

The first is a copy of the book, Retire Secure for Parents of a Child with a Disability. The co-authors and Jim genuinely believe it is the best financial resource available for parents at any price, let alone free. It has received glowing reviews on Amazon and represents thousands of hours of work from the top experts in their respective areas of planning for parents of a child with a disability.

You can get your free digital book at https://DisabledChildPlanning.com/Podcast

Jim is also hosting a 3-day virtual summit titled Financial and Life Planning Summit…for Parents of a Child with a Disability from June 18 to June 20. Tatyana McFadden, one of the top paralympic athletes in the world will be our celebrity speaker. The three co-authors and a host of other experts will be offering educational talks over the three-day period.

Participants can choose which of the sessions they would like to attend. Many will also be followed with Q&A sessions. And best of all, everyone can enjoy the talks from the comfort of their own living room.

To receive updates on our June 18th – 20th Financial and Life Planning Summit and a free copy of the book, go to https://DisabledChildPlanning.com/Podcast

--- Send in a voice message: https://podcasters.spotify.com/pod/show/john-poehler/message Support this podcast: https://podcasters.spotify.com/pod/show/john-poehler/support

  continue reading

35 episodes

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