Organizing Your Financial Life

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

“Getting your financial life in order.”

(Original air date February 5, 2020)

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Gearing Up for Tax Season

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

“Gearing up for tax season – things to know.”

(Original air date January 29, 2020)

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SECURE Act

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

“The SECURE Act – breaking it down.”

(Original air date January 22, 2020)

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Trusts – when do they make sense?

Laurie Siebert, CPA, CFP®, AEP® and her guest, Nicholas Nanovic, Esq., LL.M., AEP® from Gross McGinley, LLP, discuss:

“Trusts – general estate planning, minor trusts, A/B trusts and more.”

(Original air date January 14, 2020)

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2019 Market Review

Laurie Siebert, CPA, CFP®, AEP® with guests Tim Roof, CFP® and Connor Darrell, CFA, discuss:

“2019 Market Review & Investor Tips.”

(Original air date January 7, 2020)

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Financial New Year’s Resolutions

Laurie Siebert, CPA, CFP®, AEP® will share her years of experience helping people plan and complete:

“Financial New Year’s Resolutions.”

(Original air date December 18, 2019)

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Listeners’ Questions – Past & Present

Laurie Siebert, CPA, CFP®, AEP® dedicates the show to listener questions – past and present.

“What questions do you have?”

(Original air date December 11, 2019)

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More on Medicare

Laurie Siebert, CPA, CFP®, AEP® and her guests from Capital BlueCross — Stewart Brouse, Director of Federal Program Sales, and Thomas Kennedy, Manager of Medicare Broker Field Sales discuss:

“Medicare – more to know.”

(Original air date December 4, 2019)

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Holiday Discussions

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

“Holiday discussions – family and money.”

(Original air date November 20, 2019)

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Retirement Planning Options & Ages

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

“Retirement Planning – options and ages.”

(Original air date November 13, 2019)

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