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Pension Options
Original Air Date: May 26th, 2021

Pension Options

Category: Employer Benefits, Retirement

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA discuss: Pension Options.

Employer retirement plans and benefits
Original Air Date: May 12th, 2021

Employer retirement plans and benefits

Category: Employer Benefits

Employer retirement plans and benefits discussion covered the various aspects and considerations in having a 401k, solo-401k, employer stock and incentive stock programs. An often overlooked option for self-employed people? The solo-401k.

Employer Stock Benefits
Original Air Date: December 02nd, 2020

Employer Stock Benefits

Category: Employer Benefits

Laurie Siebert, CPA, CFP®, AEP® discusses: “Employer stock benefits.”

‘Labor’ Planning Topics
Original Air Date: September 02nd, 2020

‘Labor’ Planning Topics

Category: Employer Benefits

Laurie Siebert, CPA, CFP®, AEP® discusses: “What you need to know about employment benefits, open enrollment and retirement planning.”

Jobs & Labor
Original Air Date: June 10th, 2020

Jobs & Labor

Category: Employer Benefits

Laurie Siebert, CPA, CFP®, AEP® discusses: “Jobs & Labor: Where we are and what you should know.”

SECURE Act
Original Air Date: January 22nd, 2020

SECURE Act

Category: Employer Benefits, Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “The SECURE Act – breaking it down.”

HSAs & FSAs
Original Air Date: November 06th, 2019

HSAs & FSAs

Category: Employer Benefits

Laurie Siebert, CPA, CFP®, AEP® discusses: “Health Savings Accounts and Flexible Spending Accounts.”

Work-Related Finances
Original Air Date: September 04th, 2019

Work-Related Finances

Category: Employer Benefits

Laurie Siebert, CPA, CFP®, AEP® discusses: “Labor – employment benefits, open enrollment, tax implications.”

Self-Employed Deductions
Original Air Date: September 26th, 2018

Self-Employed Deductions

Category: Employer Benefits, Tax

Laurie Siebert, CPA, CFP®, AEP® discusses: “New – 2018 self-employed business deduction.”

Company Transitions and Your Job
Original Air Date: July 25th, 2018

Company Transitions and Your Job

Category: Employer Benefits

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors, discuss: “Company transitions and your job.” Your company is getting acquired – what might happen to your benefits? Leadership changes and your job – sense that you might lose your job, what should you do? What might be some […]