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Show Category: Retirement

Retirement Benefit Options
Original Air Date: August 17th, 2022

Retirement Benefit Options

Category: Retirement

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Retirement Benefit Options Laurie can address questions on the air that are submitted either in advance or during the live show via yourfinancialchoices.com. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

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.

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.

ROTH Conversions
Original Air Date: November 10th, 2021

ROTH Conversions

Category: Retirement, Tax

Laurie discusses: ROTH conversions and tax considerations

Retiring Early
Original Air Date: October 20th, 2021

Retiring Early

Category: Retirement

Guest hosts Rodman Young and Jaclyn Cornelius from Valley National Financial Advisors discuss: Retiring Early.

SHOW POSTPONED: Retiring Early
Original Air Date: September 01st, 2021

SHOW POSTPONED: Retiring Early

Category: Retirement

Due to weather, “Your Financial Choices” on WDIY 88.1FM will not be hosted live this week. Rodman Young and Jaclyn Cornelius from Valley National Financial Advisors will host a future show on the topic of Retiring Early.Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

Navigating Retirement Options
Original Air Date: June 23rd, 2021

Navigating Retirement Options

Category: Financial Planning, Retirement

Navigating your options in retirement planning.

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.

Retirement Funding
Original Air Date: March 24th, 2021

Retirement Funding

Category: Retirement

A fresh look at IRAs including deductible, non-deductible and ROTH options. People may not realize that if you are already a participant in an employer plan and are over the income thresholds to fund a deductible IRA, you can still fund one without taking the deduction. This is called a non-deductible IRA and it generates […]

Retirement Planning
Original Air Date: July 29th, 2020

Retirement Planning

Category: Retirement

Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement Planning.”