Laurie Siebert, CPA, CFP®, AEP® discusses:
“Regulation Best Interest.”
(Original air date August 5, 2020)
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Retirement Planning
July 29, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Retirement Planning.”
(Original air date July 29, 2020)
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Review of Topics
July 22, 2020
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
July 15, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Retirement account rules under the CARES ACT.”
(Original air date July 15, 2020)
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COVID Impacts: Charity & Education
July 8, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“COVID Impacts – Changes in charitable giving and education expectations.”
(Original air date July 8, 2020)
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Elements of Financial Planning
June 24, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Elements of Financial Planning”
(Original air date June 24, 2020)
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Potpourri of Topics & Questions
June 17, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“A potpourri of topics and listeners’ questions.”
(Original air date June 17, 2020)
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Jobs & Labor
June 10, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Jobs & Labor: Where we are and what you should know.”
(Original air date June 10, 2020)
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CARES Act Provisions & Timelines
June 3, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Revisiting the CARES Act provisions and timelines.”
(Original air date June 3, 2020)
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Roth IRA / Roth Conversion
May 27, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“2020 – the year of the ROTH IRA and ROTH Conversion”
(Original air date May 27, 2020)
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