Regulation BI

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

“Regulation Best Interest.”

(Original air date August 5, 2020)

MORE RECENT SHOWS

 

Retirement Planning

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

“Retirement Planning.

(Original air date July 29, 2020)

MORE RECENT SHOWS

 

Review of Topics

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

“A review of topics covered over the years.

(Original air date July 22, 2020)

MORE RECENT SHOWS

 

CARES Retirement Account Rules

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

“Retirement account rules under the CARES ACT.

(Original air date July 15, 2020)

MORE RECENT SHOWS

 

COVID Impacts: Charity & Education

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

“COVID Impacts – Changes in charitable giving and education expectations.”

(Original air date July 8, 2020)

MORE RECENT SHOWS

 

Elements of Financial Planning

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

“Elements of Financial Planning”

(Original air date June 24, 2020)

MORE RECENT SHOWS

 

Potpourri of Topics & Questions

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

“A potpourri of topics and listeners’ questions.

(Original air date June 17, 2020)

MORE RECENT SHOWS

 

Jobs & Labor

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

“Jobs & Labor: Where we are and what you should know.”

(Original air date June 10, 2020)

MORE RECENT SHOWS

 

CARES Act Provisions & Timelines

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

“Revisiting the CARES Act provisions and timelines.”

(Original air date June 3, 2020)

MORE RECENT SHOWS

 

Roth IRA / Roth Conversion

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

“2020 – the year of the ROTH IRA and ROTH Conversion”

(Original air date May 27, 2020)

MORE RECENT SHOWS