Host Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses playing financial “catch up” – catching up on our retirement savings, catching up on our credit cards, catching up on our family members and other “catch up” issues.
Laurie Siebert, CPA, CFP®, AEP®, discussed: Managing Retirement Account Distributions
Laurie Siebert, CPA, CFP®, AEP®, discussed: Everything ROTH – conversions, contributions, backdoor, benefits.
Laurie Siebert, CPA, CFP®, AEP®, discussed: Reviewing the elements of your financial life
Laurie Siebert, CPA, CFP®, AEP®, discussed: Age Matters – Why it matters to you.
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