Retiree Cash Flow

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

“Retiree Cash-Flow Management.”

(Original air date September 23, 2020)

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Charitable Giving

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

“Making the most of your charitable giving.”

(Original air date September 16, 2020)

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‘Labor’ Planning Topics

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

“What you need to know about employment benefits, open enrollment and retirement planning.”

(Original air date September 2, 2020)

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State & Local Income Tax

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

“State and local income tax considerations.”

(Original air date August 26, 2020)

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Planning with Tax Returns

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

“Financial Planning with the Tax Return.”

(Original air date August 19, 2020)

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LV Real Estate

Laurie Siebert, CPA, CFP®, AEP® and her guest Carrie Ward, Realtor,CIPS, TRC, MRP, RENE with Howard Hanna The Frederick Group discuss:

“Real estate in the Valley – overview and tips.”

(Original air date August 12, 2020)

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Regulation BI

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

“Regulation Best Interest.”

(Original air date August 5, 2020)

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Retirement Planning

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

“Retirement Planning.

(Original air date July 29, 2020)

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Review of Topics

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

“A review of topics covered over the years.

(Original air date July 22, 2020)

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CARES Retirement Account Rules

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

“Retirement account rules under the CARES ACT.

(Original air date July 15, 2020)

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