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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Family Financial Conversations

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

“Family financial conversations – how and what to discuss.”

(Original air date June 13, 2018)

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Lehigh Valley SCORE

Laurie Siebert, CPA, CFP®, AEP® and her guest Girish Sud, the Chair of the Lehigh Valley chapter of SCORE, discuss: “Mentoring, workshops and resources for business startups.”

 

 

 

 

 

 

 

 

 

(Original air date June 6, 2018)

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Life’s Big Events

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

“Life’s big events and how to plan and budget for them.”

(Original air date May 30, 2018)

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Tax Review

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

“A review of tax season take-aways – AGAIN.”

(Original air date May 23, 2018)

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Legal Considerations for Startups

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Mark Aurand at Greater Good, discuss:

“Accessible legal considerations for small business and nonprofit startups.”

 

 

 

 

 

(Original air date May 16, 2018)

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IRA TRUSTS

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

“IRA TRUSTS”

(Original air date May 9, 2018)

RELATED SHOWS:
Navigating the Elder Care Maze

with guest host, James Ruggiero (July 19, 2017)

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