Laurie Siebert, CPA, CFP®, AEP® discusses:
“Men and women and the interplay of their financial decisions”
(Original air date June 14, 2017)
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Affording College
June 7, 2017
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Ways to pay for college”
(Original air date June 7, 2017)
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Tax Notices & Amended Returns
May 31, 2017
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Tax notices and amended returns for the IRS and PA”
(Original air date May 31, 2017)
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Selling a Home & Mixed Use Real Estate
May 17, 2017
Laurie Siebert, CPA, CFP®, AEP® will discuss:
“Selling a principal residence and other mixed use real estate property”
(Original air date May 17, 2017)
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Special Needs Fairness Act & ABLE Act
May 10, 2017
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Sarah Andrew of Schoffstall Elder Law, discuss:
“Special Needs Fairness Act and ABLE Act”
(Original air date May 10, 2017)
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Estate Planning
May 3, 2017
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss:
“Estate planning and when does a POA know to step in?”
(Original air date May 3, 2017)
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Extensions, Estimates, Penalties
April 12, 2017
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Extensions, estimates and avoiding penalties”
(Original air date April 12, 2017)
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Tax Season Take-Aways
April 5, 2017
Laurie Siebert, CPA, CFP®, AEP® discusses:
“What did we learn from this tax season?”
(Original air date April 5, 2017)
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Fiduciary Rules
March 29, 2017
Laurie Siebert, CPA, CFP®, AEP® and her guest, Kerry Petcher, Editor of Retirement Income Journal, discuss:
“Fiduciary rules. Where do we stand?”
(Original air date March 29, 2017)
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College Students & Financial Issues
March 22, 2017
Laurie Siebert, CPA, CFP®, AEP® and her guest, Justin Cohen, Finance Major at Temple University, discuss:
“How much do college students understand about financial issues?”
Plus, Luke Jaindl discussesfundraising for The Leukemia & Lymphoma Society.
(Original air date March 22, 2017)
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