Laurie Siebert, CPA, CFP®, AEP® discusses:
“Retirement plan options under the CARES Act and RMDs.”
(Original air date May 13, 2020)
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Cash-Flow Decisions
May 6, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Cash flow decisions – including Social Security and retirement planning.”
(Original air date May 6, 2020)
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Getting Back to Financial Planning
April 29, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Getting back to financial planning.”
(Original air date April 29, 2020)
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More on the CARES Act
April 22, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“The CARES ACT – small businesses and more.”
(Original air date April 22, 2020)
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CARES Act
April 15, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“The CARES ACT and delayed filings.”
(Original air date April 15, 2020)
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Divorce Estate Planning
March 18, 2020
Laurie Siebert, CPA, CFP®, AEP® and her guest, Allen Tullar, Esq. from Gross McGinley , discuss:
“Estate planning considerations through divorce.”
(Original air date March 18, 2020)
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Tax Filing, Withholding, Payments
March 11, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Filing status, withholdings, W-4s and estimated tax payments.”
(Original air date March 11, 2020)
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Listener Tax Questions AGAIN
March 4, 2020
Laurie Siebert, CPA, CFP®, AEP® addresses more Listeners’ Tax Questions.
(Original air date March 4, 2020)
LISTEN to past shows devoted to listener questions.
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Time Value of Money
February 26, 2020
Laurie Siebert, CPA, CFP®, AEP® discusses:
The value of dollars today and in the future. How it applies to evaluating pension options, compounding mortgage interest, and tax considerations.
(Original air date February 26, 2020)
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Listener Tax Questions
February 19, 2020
Laurie Siebert, CPA, CFP®, AEP® addresses Listeners’ Tax Questions.
(Original air date February 19, 2020)
LISTEN to past shows devoted to listener questions.
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