Mid-Year Financial Review

Laurie Siebert, CPA, CFP®, AEP® discusses: “Mid-Year Financial Review.”

(Original air date July 24, 2019)

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2nd Quarter Market Review

Laurie Siebert, CPA, CFP®, AEP® is joined by  Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors to discuss:

“2nd Quarter Market Review”

(Original air date July 10, 2019)

RELATED CONTENT
Valley National Financial Advisors’ Quarterly Commentary – Q2 2019

Q1 2019 Market Review & VNFA Quarterly Commentary

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Charitable Giving

Laurie Siebert, CPA, CFP®, AEP® discusses: “Charitable Giving.”

(Original air date June 26, 2019)

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Community Resources

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

“Resources in the community – financial and otherwise.”

(Original air date June 19, 2019)

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Teaching Finances to Our Children

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

“What are we teaching our children about finances?”

(Original air date June 12, 2019)

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Social Security

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

“Social Security Review”

(Original air date June 5, 2019)

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Elements of Financial Planning

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

“Elements of Financial Planning”

(Original air date May 29, 2019)

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Cash Flow Management

Laurie Siebert, CPA, CFP®, AEP® discusses: “Cash Flow Management.”

(Original air date May 22, 2019)

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Planning & Alzheimers Care

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

“Caring for a loved one – Alzheimers and planning.”

(Original air date May 8, 2019)

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Accessing Retirement Funds


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

“Accessing retirement funds – when and how?”

(Original air date May 1, 2019)

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