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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CARES Act

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

“The CARES ACT and delayed filings.”

(Original air date April 15, 2020)

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Divorce Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Allen Tullar, Esq. from Gross McGinley , discuss:

“Estate planning considerations through divorce.”

(Original air date March 18, 2020)

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Tax Filing, Withholding, Payments

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

“Filing status, withholdings, W-4s and estimated tax payments.”

(Original air date March 11, 2020)

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Listener Tax Questions AGAIN

Laurie Siebert, CPA, CFP®, AEP® addresses more Listeners’ Tax Questions.

(Original air date March 4, 2020)

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Time Value of Money

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

The value of dollars today and in the future. How it applies to evaluating pension options, compounding mortgage interest, and tax considerations.

(Original air date February 26, 2020)

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Listener Tax Questions

Laurie Siebert, CPA, CFP®, AEP® addresses Listeners’ Tax Questions.

(Original air date February 19, 2020)

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Deciphering Tax Documents

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

“Important Information Enclosed – Deciphering tax documents”

(Original air date February 12, 2020)

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