The Language of Investments

Laurie Siebert, CPA, CFP®, AEP®  and her guest Timothy G. Roof, CFP® from Valley National Financial Advisors discuss:

“The Language of Investments”

 

 

 

 

 

 

 

Meet Tim Roof at valleynationalgroup.com.

Get to know host Laurie Siebert at valleynationalgroup.com.

(Original air date October 11, 2017)

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Important Ages

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

“Important Ages. Are you there yet?”

(Original air date September 27, 2017)

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Fiduciary Roles

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

“So many ways to be a fiduciary – what does it mean to you”

(Original air date September 20, 2017)

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Education Tax Benefits

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

“What you need to know about education tax benefits”

(Original air date August 30, 2017)

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Show Review

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

“Reviewing prior show topics – a summary of important take-aways”

(Original air date August 23, 2017)

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In-Home Continuing Care

Laurie Siebert, CPA, CFP®, AEP®  and her guest Cindy Moser, Membership Coordinator for Pathstones by Phoebe, discuss:

“A new option to nursing homes with in-home continuing care”

 

 

 

 

 

 

 

(Original air date August 16, 2017)

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More Financial Terms

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

“Financial terms continued – advisors, accounts, trusts”

(Original air date August 2, 2017)

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Investment Terms

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

“Investment terms revisited”

(Original air date July 26, 2017)

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Elder Care

Guest host, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, and his guest Theresa M. Kuhar, RN, BSN, Managing Director of IKOR Bucks & Lehigh, discuss:

“Navigating the Elder Care Maze”

(Original air date July 19, 2017)

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Roth IRAs

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

“ROTH IRAs – what you need to know”

(Original air date July 12, 2017)

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