
Listener Tax Questions
Laurie welcomes back Rod Young, CPA/PFS, CFP® from Valley National Financial Advisors to continue their discussion about taxes, and address listener questions.

Laurie welcomes back Rod Young, CPA/PFS, CFP® from Valley National Financial Advisors to continue their discussion about taxes, and address listener questions.

Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on...

Laurie Siebert, CPA, CFP®, AEP®, discussed: The Complexities of Required Minimum Distributions

Laurie Siebert, CPA, CFP®, AEP®, discussed: Lessons learned as a financial advisor

Guest hosts Bill Henderson, Chief Investment Officer, and Chris Holland, Director of Research and...