Medicare Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest Daniel Banks, President of Silver Crest Insurance, discuss:

“Updates and Changes in Medicare Planning.”

 

 

 

 

 

 

 

(Original air date September 5, 2018)

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Finding Money

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

“Finding Money” – Employer matches on a 401k, unclaimed property, missed tax credits, discounts, recurring charges you forgot to cancel, and other ways people can overlook money.”

(Original air date August 29, 2018)

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Elements of Financial Planning

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

“The Elements of Financial Planning”

(Original air date August 22, 2018)

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Education Benefits

Laurie Siebert, CPA, CFP®, AEP® and her guest, Associate Financial Advisor David Givler from Valley National Financial Advisors discuss:

“Education Benefits – 529s, AOTC, Savings Bonds, 529 distributions and FASFA, loans”

 

 

 

 

 

 


(Original air date August 15, 2018)

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All About Probate

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss:

“All about Probate – What happens after I die?”

 

 

 

 

 

 

(Original air date August 1, 2018)

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Company Transitions and Your Job

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors, discuss: “Company transitions and your job.”

  • Your company is getting acquired – what might happen to your benefits?
  • Leadership changes and your job – sense that you might lose your job, what should you do?
  • What might be some important decisions in any company transition?

 

 

 

 

 

 

 

(Original air date July 25, 2018)

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Retirement Planning

Laurie Siebert, CPA, CFP®, AEP® will discusss considerations in retirement planning, such as:

  • What will inflows look like?
  • What will spending look like?
  • What flexibility is there in your spending?
  • What will you do if an emergency arises?
  • What is the transition plan?

(Original air date July 18, 2018)

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Market Commentary

Laurie Siebert, CPA, CFP®, AEP® welcomes Timothy G. Roof, CFP®, Vice President and Connor Darrell, Head of Investments, from Valley National Financial Advisors to discuss: “Market Commentary.”

 

 

 

 

 

 


(Original air date July 11, 2018)

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RELATED SHOW: Market Review & Outlook (January 24, 2018)

 

Retrospect on YFC Topics

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

“A retrospect on Your Financial Choices topics.”

(Original air date June 27, 2018)

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College Savings 529 Plans

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

“A fresh look at College savings 529 plans – what’s new?”

(Original air date June 20, 2018)

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