Financial Planning

Laurie Siebert, CPA, CFP®, AEP® will discuss:

“Financial planning – What is it and who can help you?”

(Original air date January 23, 2018)

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Life Transitions

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

“Transitions – life stages, retirement, death.”

(Original air date January 16, 2019)

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Social Security, Medicare & Working

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

“What to know about Social Security, Medicare and working.”

(Original air date January 9, 2019)

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Milestone Ages

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

“Milestone ages – birth to 70 ½ and what that means”

(Original air date January 2, 2019)

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Gifting

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

“Gifting – how much, when and how?”

(Original air date December 19, 2018)

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Estate Planning Special Situations

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss:

“Special situations in estate planning.”

(Original air date December 12, 2018)

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Year In Review & What’s Ahead

Laurie Siebert, CPA, CFP®, AEP® discusses The Year in Review and What’s Ahead with  Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors.

 

 

 

 

 

(Original air date December 5, 2018)

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Odds & Ends

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

“Odds and Ends – Financial planning tidbits.”

(Original air date November 28, 2018)

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Social Security Considerations

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

“Social Security Considerations”

(Original air date November 14, 2018)

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Year-End Tax Planning

Laurie Siebert, CPA, CFP®, AEP® discusses “Year-end tax planning – what do you need to know and what can you still do?”

(Original air date November 7, 2018)

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