Making Financial Decisions Together

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

“Men and women and the interplay of their financial decisions”

(Original air date June 14, 2017)

MORE RECENT SHOWS

 

Affording College

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

“Ways to pay for college”

(Original air date June 7, 2017)

MORE RECENT SHOWS

 

Tax Notices & Amended Returns

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

“Tax notices and amended returns for the IRS and PA”

(Original air date May 31, 2017)

MORE RECENT SHOWS

 

Selling a Home & Mixed Use Real Estate

Laurie Siebert, CPA, CFP®, AEP®  will discuss:

“Selling a principal residence and other mixed use real estate property”

(Original air date May 17, 2017)

MORE RECENT SHOWS

 

Special Needs Fairness Act & ABLE Act

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Sarah Andrew of Schoffstall Elder Law, discuss:

“Special Needs Fairness Act and ABLE Act”

(Original air date May 10, 2017)

MORE RECENT SHOWS

 

Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss:

Estate planning and when does a POA know to step in?

(Original air date May 3, 2017)

MORE RECENT SHOWS

 

Extensions, Estimates, Penalties

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

“Extensions, estimates and avoiding penalties”

(Original air date April 12, 2017)

MORE RECENT SHOWS

 

Tax Season Take-Aways

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

“What did we learn from this tax season?”

(Original air date April 5, 2017)

MORE RECENT SHOWS

 

Fiduciary Rules

YFC guest 0329Laurie Siebert, CPA, CFP®, AEP® and her guest, Kerry Petcher, Editor of Retirement Income Journal, discuss:

“Fiduciary rules. Where do we stand?”

(Original air date March 29, 2017)

MORE RECENT SHOWS

 

College Students & Financial Issues

CohenLaurie Siebert, CPA, CFP®, AEP® and her guest, Justin Cohen, Finance Major at Temple University, discuss:

“How much do college students understand about financial issues?”

Plus, Luke Jaindl discussesfundraising for The Leukemia & Lymphoma Society.

(Original air date March 22, 2017)

MORE RECENT SHOWS