Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss:

Estate planning and when does a POA know to step in?

(Original air date May 3, 2017)

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Extensions, Estimates, Penalties

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

“Extensions, estimates and avoiding penalties”

(Original air date April 12, 2017)

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Tax Season Take-Aways

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

“What did we learn from this tax season?”

(Original air date April 5, 2017)

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Fiduciary Rules

YFC guest 0329Laurie Siebert, CPA, CFP®, AEP® and her guest, Kerry Petcher, Editor of Retirement Income Journal, discuss:

“Fiduciary rules. Where do we stand?”

(Original air date March 29, 2017)

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College Students & Financial Issues

CohenLaurie Siebert, CPA, CFP®, AEP® and her guest, Justin Cohen, Finance Major at Temple University, discuss:

“How much do college students understand about financial issues?”

Plus, Luke Jaindl discussesfundraising for The Leukemia & Lymphoma Society.

(Original air date March 22, 2017)

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Schedule K-1

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

“What is a Schedule K-1 and why might you get one? ”

(Original air date March 15, 2017)

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MORE Listener Questions

Laurie Siebert, CPA, CFP®, AEP®  devotes the entire show to MORE listener tax questions, including Schedule D, spin-offs and splits.

(Original air date March 8, 2017)

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Listener Questions

Laurie Siebert, CPA, CFP®, AEP®  devotes the entire show to listener questions.

(Original air date March 1, 2017)

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Interest & Dividends

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

“Interest and dividends and the geography of your investments”

(Original air date February 22, 2017)

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Risk Management

IMG_0033Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss:

“Taking care of your loved ones through risk management”

(Original air date February 15, 2017)

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