Laurie Siebert, CPA, CFP®, AEP® discusses:
“Health Savings Accounts and other related issues”
Original air date March 14, 2018)
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Employer & Retirement Plan Benefits
February 28, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Employer and retirement plan benefits – what to consider.”
Original air date February 28, 2018)
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Your Tax Questions
February 21, 2018
Laurie Siebert, CPA, CFP®, AEP® discusess:
“Listener Tax Questions”
Original air date February 21, 2018)
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Planning Under Tax Reform
February 14, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“The new world of planning under tax reform”
(Original air date February 14, 2018)
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Frequently Asked (Financial) Questions
February 7, 2018
Laurie Siebert, CPA, CFP®, AEP® will discuss:
“Frequently Asked (Financial) Questions”
(Original air date February 7, 2018)
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Tax & Cash Flow in Estate Plans
January 31, 2018
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates discuss:
“Conversations around tax and cash-flow planning as part of an estate plan.”
(Original air date January 31, 2018)
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Market Review & Outlook
January 24, 2018
Laurie Siebert, CPA, CFP®, AEP® and her guests, Timothy G. Roof, CFP® and Connor Darrell from Valley National Financial Advisors discuss:
“2017 Market review and 2018 outlook”
(Original air date January 24, 2018)
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Roth IRAs Update
January 17, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Roth IRAs Update”
(Original air date January 17, 2018)
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Tax Reform for 2017/2018
January 10, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Tax reform – what do we know for 2017 and 2018”
(Original air date January 10, 2018)
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2018 To Do’s
January 3, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Looking forward to 2018 – To Do’s”
(Original air date January 3, 2018)
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