Elements of Financial Planning

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

“Elements of Financial Planning”

(Original air date June 24, 2020)

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Potpourri of Topics & Questions

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

“A potpourri of topics and listeners’ questions.

(Original air date June 17, 2020)

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Jobs & Labor

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

“Jobs & Labor: Where we are and what you should know.”

(Original air date June 10, 2020)

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CARES Act Provisions & Timelines

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

“Revisiting the CARES Act provisions and timelines.”

(Original air date June 3, 2020)

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Roth IRA / Roth Conversion

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

“2020 – the year of the ROTH IRA and ROTH Conversion”

(Original air date May 27, 2020)

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Document Retention

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

“Document Retention – How and what you should keep?”

(Original air date May 20, 2020)

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CARES Act Retirement Plan Options

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

“Retirement plan options under the CARES Act and RMDs.”

(Original air date May 13, 2020)

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Cash-Flow Decisions

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

“Cash flow decisions – including Social Security and retirement planning.”

(Original air date May 6, 2020)

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Getting Back to Financial Planning

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

“Getting back to financial planning.”

(Original air date April 29, 2020)

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More on the CARES Act

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

“The CARES ACT – small businesses and more.”

(Original air date April 22, 2020)

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