Host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest, financial advisor, Matthew Petrozelli, discuss real estate investing on this program, including commercial property, rental real estate and REITs.
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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