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Showing episodes and shows of
James Lange | Matt Schwartz
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Your Unity
Episode #461 with Contagious
Your Unity #461 with Contagious Recorded Live in Adelaide, Australia 05/01/2024 01. Durante, Running Touch - Remedy (Extended Mix) [Anjunadeep] 02. Tinlicker, Thomas Oliver - Soon You'll Be Gone (Extended Vocal Mix) [Anjunadeep] 03. Jordin Post - Mirage (Extended Mix) [This Never Happended] 04. Lane 8 - Keep On (Extended Mix) [Anjunadeep] 05. CRi, Half Moon Run - Astray (CRi remix) [Anjunadeep] 06. Luttrell - Wake Me Up Tomorrow (Original Mix) [Anjunadeep] 07. Chris Schambacher - Avalon (Extended Mix) [Last Arrival Records] 08. CUT - Out Of Touch (Tinlicker Extended Remix) [PIAS] 09. Reflekt, Delline Bass, Tim van Werd - Need To Feel Loved (Tim van Werd Extended Remix) [Altra Moda Music] 10...
2024-01-05
1h 59
Retire Secure!
Episode 47 - A Discussion About Trusts with Special guest Matt Schwartz
In this February 16, 2011, classic episode of The Lange Money Hour, CPA/Attorney James Lange and Lange Financial Group legal team head Matt Schwartz discuss trusts and their importance in estate planning.
2019-05-08
51 min
Retire Secure!
Episode 204 - The Best Estate Plan for Married Couples, Lange’s Cascading Beneficiary Plan, with Attorney Matt Schwartz
Uncertainly has long been the enemy of estate planning as family, financial, and even legal circumstances can change dramatically over time. An estate plan that is intricately thought through and in-line with your testamentary intent today could be inappropriate once you die.However in the early nineties, Jim began thinking creatively about this problem. Lange’s Cascading Beneficiary Plan, as it came to be called, uses specific language and disclaimers to provide the most flexibility when it is needed the most—at the time of the death of the first spouse when the surviving spouse and the family have the...
2017-10-18
50 min
Your Unity
Episode #114 with Contagious & Shane Cross
Your Unity #114 with Contagious & Shane Cross Recorded live in Adelaide, Australia: 12/05/2017 1. Karen Overton - Your Loving Arms (Martin Roth Extended NuStyle Remix) 2. Yotto - Slowly 3. Edu Imbernon, Duologue - Underworld 4. Above & Beyond, Zoe Johnston - Peace Of Mind (Thomas Schwartz & Fausto Fanizza Remix) 5. 16 Bit Lolitas - Peninsula 6. Premium Pick: Lane 8 - Little Voices 7. Markus Schulz presents: Dakota, Koen Groeneveld - Mota-Mota 8. Noel Sanger, Mezo - Believed in You (LTN 'Sunrise' Vocal Remix) 9. Dirty South, ANIMA! - I Swear 10. Oliver Smith - Shadows 11. Prestigious Pick: Tim Mason, Sonny Noto - Inner Love 12. Tom Staar, Corey James - Bird Flu 13. Estiva - B...
2017-05-15
2h 00
Retire Secure!
Episode 168 - The Seven Costly Mistakes IRA Owners Make in Their Estate Plans with Matt Schwartz
Episode 168 - The Seven Costly Mistakes IRA Owners Make in Their Estate Plans with Matt Schwartz
2016-03-30
45 min
Retire Secure!
Episode 115 - Estate Planning with guest Matt Schwartz, JD
Wills, Trusts and Estates Jim Lange, CPA/Attorney Guest: Matt Schwartz, Esq. Episode 115 TOPICS COVERED: Guest Introduction – Matt Schwartz, Esq. Money Saving Strategies for your Legacy: Leaving to Charities Avoiding Probate Trusts as Beneficiaries Attorneys and Financial Advisors Working Together for You Special Needs Trust The Importance of Having Assets in the Right Name Naming Trustees and Executors Money Saving Strategies: For You and Your Livelihood The Threat of the Death of the Stretch IRA Disclaimers
2015-02-11
49 min
Retire Secure!
Episode 80 - Using Trusts to Protect your Family with Matt Schwartz
Episode 80 - Using Trusts to Protect your Family with Matt Schwartz - TOPICS COVERED: Introduction of Guest - Matthew Schwartz; What Are Trusts?; Trusts for Spendthrifts; Designating A Trustee; What Are Dynasty Trusts?; When the Bulk of Your Money is in IRAs; The Magic Language You Need To Defer Taxes
2014-07-14
51 min
Retire Secure!
Episode 28 – Ideal Beneficiary Designations with guest Matthew Schwartz
Matt Schwartz, Lange Financial Group Legal team attorney joins Jim Lange on the Lange Money Hour to discuss ideal beneficiary designation.
2010-05-19
50 min
Retire Secure!
Episode 22 - The Lange Philosophy with guests Matt Schwarts & Steve Kohman, CPA, CSEP, CSRP
On this episode of the Lange Money Hour, James Lange is joined by attorneys Matt Schwartz and Steve Kohman. James, Matt, and Steve discuss how Roth IRA Conversions exploded since the tax law changed in 2010, how traditional IRAs should be converted into a Roth IRA, how the law allows for Roth Conversions to be 'undone' in later years.
2010-01-13
54 min