Conversational Radio for Your Financial Life
Laurie Siebert, CPA, CFP®, AEP® welcomed back Mae Gerhart, Tax Accountant / Financial Planning Professional at Valley National Financial Advisors to discuss:
“Elements of Financial Planning”
(Original air date March 20, 2018)
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Laurie Siebert, CPA, CFP®, AEP® and her guest Mae Gerhart, Tax Accountant / Financial Planning Professional at Valley National Financial Advisors address:
“MORE Tax Questions from Listeners”
(Original air date March 13, 2018)
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Laurie Siebert, CPA, CFP®, AEP® discusses:
“Strategies for managing the income on your tax return and why it is important.”
(Original air date March 6, 2018)
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Laurie Siebert, CPA, CFP®, AEP® discusses:
“Tax Information – a collection of important topics and reminders.”
(Original air date February 27, 2018)
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Laurie Siebert, CPA, CFP®, AEP® addresses:
“Tax Questions from Listeners”
(Original air date February 13, 2018)
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Laurie Siebert, CPA, CFP®, AEP® discusses:
“Tax season – reviewing the new forms”
(Original air date February 6, 2018)
RELATED VIDEO: Valley National Financial Advisors Associate Financial Advisor Jessica Goedtel, CFP® provides a tour of the new 1040 and its associated forms.
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Laurie Siebert, CPA, CFP®, AEP® and her guest Loretta M. Tubiello-Harr CPA/ABV, CVA, discuss:
“What are business advisory services and how can they help your business?”
(Original air date January 30, 2018)
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Laurie Siebert, CPA, CFP®, AEP® will discuss:
“Financial planning – What is it and who can help you?”
(Original air date January 23, 2018)
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Laurie Siebert, CPA, CFP®, AEP® discusses:
“Transitions – life stages, retirement, death.”
(Original air date January 16, 2019)
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Laurie Siebert, CPA, CFP®, AEP® discusses:
“What to know about Social Security, Medicare and working.”
(Original air date January 9, 2019)
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