Real Estate Investing

Laurie Siebert, CPA, CFP®, AEP® was joined on the phone by David Ellowitch, CFP® to discuss:

“Considerations in Real Estate Investing.”

Using real estate investing as an option for supplementary income, highlighting the benefits and cautions. When the market zigs, real estate usually zags but you need to understand the landscape before embarking.

(Original air date November 11, 2020)

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Special Planning Circumstances

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Special circumstances in financial planning – what are yours?”

There was a confluence of events in 2020 relating to changes under the SECURE ACT of December 2019, the CARES ACT of March 2020 and the impact of the pandemic on health, jobs and the market. Understanding your special circumstances can make a difference. A thorough review of required minimum distribution rules, tax savings and beneficiary designation review are just a few items that may need addressing this year in particular.

(Original air date November 4, 2020)

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Fearless Estate Planning

Laurie Siebert, CPA, CFP®, AEP® is joined by Eric R. Strauss, Attorney at Worth, Magee & Fisher to discuss:

“Removing the fear from estate planning to move forward.”

Key takeaways from this show include:
Understanding the nature of any joint account you have – there is joint tenancy by the entireties (with a spouse), joint with rights of survivorship and joint tenants in common.  All very different, with different applications in inheriting. Know the difference.

Will your executor, personal representative or fiduciary have access to your digital assets?  How will they find your financial information if everything is on your computer and they can’t find the passwords?  While protecting your digital identity, make sure the people who need the information will know where to find it and saving it on the computer is not the answer.

(Original air date October 14, 2020)

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Planning for Longevity

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Retirement planning for longevity as part of your financial plan.”

If your parents and grandparents have had long lives, chances are you will as well. Success in meeting your retirement goals will depend on what fixed income you will have and how long your investments will last to cover your expenses. Longer life = more planning needed! 

(Original air date October 14, 2020)

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Defining Financial Planning & Advisors

Laurie Siebert, CPA, CFP®, AEP® discusses: “What is financial planning and what is a financial advisor?”

Laurie’s takeaways from this episode:
Doing something is better than nothing and starts with a first step. What will be your first step? The sooner you start the more options you will have and your future self will really appreciate the effort you take today. Defining your goals is a great way to start!

(Original air date October 7, 2020)

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Year-End Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-end financial planning review of opportunities.”

The year end financial planning review highlighted opportunities to consider and also raise some awareness.  Check your beneficiary designations for life changes like a new partner, child or sibling to replace “old” beneficiaries like mom and dad or an ex-spouse.  Next week, Laurie will further explore what it means to know what your tax bracket is as we continue our series on Financial Planning.

(Original air date September 30, 2020)

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Retiree Cash Flow

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Retiree Cash-Flow Management.”

(Original air date September 23, 2020)

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Charitable Giving

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Making the most of your charitable giving.”

(Original air date September 16, 2020)

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‘Labor’ Planning Topics

Laurie Siebert, CPA, CFP®, AEP® discusses:

“What you need to know about employment benefits, open enrollment and retirement planning.”

(Original air date September 2, 2020)

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State & Local Income Tax

Laurie Siebert, CPA, CFP®, AEP® discusses:

“State and local income tax considerations.”

(Original air date August 26, 2020)

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