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
January 29, 2020
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
January 22, 2020
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?
January 14, 2020
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
January 7, 2020
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
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)
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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)
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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)
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Holiday Discussions
November 20, 2019
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
November 13, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Retirement Planning – options and ages.”
(Original air date November 13, 2019)
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