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Investing Basics
Guest host Rod Young, CPA, CFP(r), discusses investing in plain, simple terms. RELATED RESOURCES: Bankrate.com (MMA & Savings Rates) Investing Basics (Rod’s Top-10 List) – Listen to the podcast for details on each. 10: You Need to Start Somewhere 9: Educate Yourself Enough to Make Informed Decisions 8: Understand Your Risk Profile 7: Connect the Dots […]
Managing Investments – What’s New?
Laurie Siebert, CPA, CFP®, AEP® and her guest, Matthew Petrozelli, Executive Vice President and COO of Valley National Financial Advisors, discuss: “What’s new in managing your investment accounts?” RELATED SHOWS: Technology & Investing | Investment Planning for Every Stage | Investing Basics
Investment Planning for Every Stage
Laurie Siebert, CPA, CFP®, AEP® and guest, Timothy Roof, CFP®, discuss estate planning for every stage of life. RELATED PODCASTS: Investing Basics with Guest Host, Rod Young, CPA, CFP®
Websites for Your Financial Education
Websites for Your Financial Education – Listen to the podcast for details. mymoney.gov MyMoney.gov is the U.S. government’s website dedicated to teaching all Americans the basics about financial education. Whether you are buying a home, balancing your checkbook, or investing in your 401(k), the resources on MyMoney.gov can help you maximize your financial decisions. Throughout […]
