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Show Category: Financial Planning

Financial Annual Review
Original Air Date: July 27th, 2022

Financial Annual Review

Category: Financial Planning

Laurie discusses: An annual review of your financial situation.

Considerations for a successful retirement lifestyle
Original Air Date: June 29th, 2022

Considerations for a successful retirement lifestyle

Category: Financial Planning, Retirement

Laurie discusses: Cash flow, health and other planning considerations for living in retirement.

Planning for Alzheimer’s Disease
Original Air Date: May 11th, 2022

Planning for Alzheimer’s Disease

Category: Financial Planning

Laurie welcomes Attorney Dennis Pappas to discuss: Legal and Financial Planning for Alzheimer’s Disease

Tax Planning with Retirement Accounts
Original Air Date: March 16th, 2022

Tax Planning with Retirement Accounts

Category: Financial Planning, Retirement, Tax

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss: Tax Planning with Retirement Accounts.

Talking to Children About Finances
Original Air Date: March 02nd, 2022

Talking to Children About Finances

Category: Financial Planning

Laurie discusses Talking to children about finances, at any age.

Financial Tips List
Original Air Date: February 02nd, 2022

Financial Tips List

Category: Financial Planning

Laurie discusses: A punch list of financial tips.

Behavioral Finance
Original Air Date: January 19th, 2022

Behavioral Finance

Category: Financial Planning

Laurie welcomes VNFA’s Ryan Mulhearn, CIMA® to discuss: Defining the CIMA designation and understanding Behavioral Finance.

Planning for 2022
Original Air Date: January 05th, 2022

Planning for 2022

Category: Financial Planning

Laurie discusses: Planning opportunities for the year ahead.

Year-End Tips & Thinking Ahead
Original Air Date: December 15th, 2021

Year-End Tips & Thinking Ahead

Category: Financial Planning, Tax

Laurie discusses: Last minute year-end tax planning tips and thinking ahead to next year.

Elements of Financial Planning
Original Air Date: December 08th, 2021

Elements of Financial Planning

Category: Financial Planning

Laurie discusses: The Elements of Financial Planning