Conversational Radio for Your Financial Life
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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Laurie Siebert, CPA, CFP®, AEP® discusses:
“Extensions, estimates and avoiding penalties”
(Original air date April 12, 2017)
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Laurie Siebert, CPA, CFP®, AEP® discusses:
“What did we learn from this tax season?”
(Original air date April 5, 2017)
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Laurie 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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Laurie 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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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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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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Laurie Siebert, CPA, CFP®, AEP® devotes the entire show to listener questions.
(Original air date March 1, 2017)
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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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Laurie 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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