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)
Podcast: Play in new window | Download
Financial New Year’s Resolutions
December 18, 2019
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)
Podcast: Play in new window | Download
Listeners’ Questions – Past & Present
December 11, 2019
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)
Podcast: Play in new window | Download
More on Medicare
December 4, 2019
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)
Podcast: Play in new window | Download
Holiday Discussions
November 20, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Holiday discussions – family and money.”
(Original air date November 20, 2019)
Podcast: Play in new window | Download
Retirement Planning Options & Ages
November 13, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Retirement Planning – options and ages.”
(Original air date November 13, 2019)
Podcast: Play in new window | Download
HSAs & FSAs
November 6, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Health Savings Accounts and Flexible Spending Accounts.”
(Original air date November 6, 2019)
Podcast: Play in new window | Download
Estate Planning Basics
October 30, 2019
Laurie Siebert, CPA, CFP®, AEP® and her guest Ryan Fields, Esq. from King, Spry, Herman, Freund & Faul discuss:
“Estate Planning Basics (and Beyond).”
(Original air date October 30, 2019)
Podcast: Play in new window | Download
Q3 Markets & Investment Education
October 25, 2019
Laurie Siebert, CPA, CFP®, AEP® with guests Tim Roof, CFP® and Connor Darrell, CFA, discuss:
“Third Quarter Commentary and Investment Education.”
(Original air date October 23, 2019)
RELATED CONTENT
Valley National Financial Advisors’ Quarterly Commentary – Q3 2019
2nd Quarter Market Review & VNFA Quarterly Commentary
Q1 2019 Market Review & VNFA Quarterly Commentary
Podcast: Play in new window | Download
Charitable Giving & Itemized Deductions
October 16, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Charitable giving and itemized deductions during WDIY’s annual Fall Pledge Drive.”
(Original air date October 16, 2019)
Podcast: Play in new window | Download