Conversational Radio for Your Financial Life
Laurie Siebert, CPA, CFP®, AEP® will discusss considerations in retirement planning, such as:
(Original air date July 18, 2018)
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Laurie Siebert, CPA, CFP®, AEP® welcomes Timothy G. Roof, CFP®, Vice President and Connor Darrell, Head of Investments, from Valley National Financial Advisors to discuss: “Market Commentary.”
(Original air date July 11, 2018)
RELATED SHOW: Market Review & Outlook (January 24, 2018)
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Laurie Siebert, CPA, CFP®, AEP® discusses:
“A retrospect on Your Financial Choices topics.”
(Original air date June 27, 2018)
Laurie Siebert, CPA, CFP®, AEP® discusses:
“A fresh look at College savings 529 plans – what’s new?”
(Original air date June 20, 2018)
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Laurie Siebert, CPA, CFP®, AEP® discusses:
“Family financial conversations – how and what to discuss.”
(Original air date June 13, 2018)
Laurie Siebert, CPA, CFP®, AEP® and her guest Girish Sud, the Chair of the Lehigh Valley chapter of SCORE, discuss: “Mentoring, workshops and resources for business startups.”
(Original air date June 6, 2018)
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Life’s big events and how to plan and budget for them.”
(Original air date May 30, 2018)
Laurie Siebert, CPA, CFP®, AEP® discusses:
“A review of tax season take-aways – AGAIN.”
(Original air date May 23, 2018)
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Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Mark Aurand at Greater Good, discuss:
“Accessible legal considerations for small business and nonprofit startups.”
(Original air date May 16, 2018)
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Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss:
“IRA TRUSTS”
(Original air date May 9, 2018)
RELATED SHOWS:
Navigating the Elder Care Maze
with guest host, James Ruggiero (July 19, 2017)
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