Transition to Retirement

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

“Considerations in the transition from working to retirement.”

(Original air date October 3, 2018)

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Self-Employed Deductions

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

“New – 2018 self-employed business deduction.”

(Original air date September 26, 2018)

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Retirement Accounts

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

“Understanding what you can do with your retirement accounts.”

(Original air date September 19, 2018)

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Retirement Plan Checkup

Laurie Siebert, CPA, CFP®, AEP® and her guest Joseph F. Goldfeder, CFP® Vice President at Valley National Financial Advisors, discuss “Retirement Plan Checkup.”

 

 

 

 

 

RELATED VIDEO: 401(k) Checkup

(Original air date September 12, 2018)

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Medicare Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest Daniel Banks, President of Silver Crest Insurance, discuss:

“Updates and Changes in Medicare Planning.”

 

 

 

 

 

 

 

(Original air date September 5, 2018)

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Finding Money

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

“Finding Money” – Employer matches on a 401k, unclaimed property, missed tax credits, discounts, recurring charges you forgot to cancel, and other ways people can overlook money.”

(Original air date August 29, 2018)

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Elements of Financial Planning

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

“The Elements of Financial Planning”

(Original air date August 22, 2018)

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Education Benefits

Laurie Siebert, CPA, CFP®, AEP® and her guest, Associate Financial Advisor David Givler from Valley National Financial Advisors discuss:

“Education Benefits – 529s, AOTC, Savings Bonds, 529 distributions and FASFA, loans”

 

 

 

 

 

 


(Original air date August 15, 2018)

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All About Probate

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss:

“All about Probate – What happens after I die?”

 

 

 

 

 

 

(Original air date August 1, 2018)

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Company Transitions and Your Job

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors, discuss: “Company transitions and your job.”

  • Your company is getting acquired – what might happen to your benefits?
  • Leadership changes and your job – sense that you might lose your job, what should you do?
  • What might be some important decisions in any company transition?

 

 

 

 

 

 

 

(Original air date July 25, 2018)

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