More on Medicare

Laurie Siebert, CPA, CFP®, AEP® and her guests from Capital BlueCross — Stewart Brouse, Director of Federal Program Sales, and Thomas Kennedy, Manager of Medicare Broker Field Sales discuss:

“Medicare – more to know.”

(Original air date December 4, 2019)

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Holiday Discussions

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

“Holiday discussions – family and money.”

(Original air date November 20, 2019)

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Retirement Planning Options & Ages

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

“Retirement Planning – options and ages.”

(Original air date November 13, 2019)

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HSAs & FSAs

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

“Health Savings Accounts and Flexible Spending Accounts.”

(Original air date November 6, 2019)

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Estate Planning Basics

Laurie Siebert, CPA, CFP®, AEP® and her guest Ryan Fields, Esq. from King, Spry, Herman, Freund & Faul discuss:

“Estate Planning Basics (and Beyond).”

(Original air date October 30, 2019)

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Q3 Markets & Investment Education

Laurie Siebert, CPA, CFP®, AEP® with guests Tim Roof, CFP® and Connor Darrell, CFA, discuss:

“Third Quarter Commentary and Investment Education.”

(Original air date October 23, 2019)

RELATED CONTENT
Valley National Financial Advisors’ Quarterly Commentary – Q3 2019

2nd Quarter Market Review & VNFA Quarterly Commentary

Q1 2019 Market Review & VNFA Quarterly Commentary

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Charitable Giving & Itemized Deductions

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

“Charitable giving and itemized deductions during WDIY’s annual Fall Pledge Drive.”

(Original air date October 16, 2019)

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Answers to Medicare Questions

Laurie Siebert, CPA, CFP®, AEP® and her guest Dan Banks from Silver Crest Insurance discuss:

“Your Medicare Questions.”

(Original air date October 9, 2019)

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Mortgages & Refinancing

Laurie Siebert, CPA, CFP®, AEP® and her guest Steve Stelzman from The Mortgage Co. discuss:

“Mortgages and refinancing.”

(Original air date October 2, 2019)

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10th Anniversary Show

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

“10 Years of Your Financial Choices on WDIY.”

(Original air date September 25, 2019)

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