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Types of Income (& Your Tax Return)
Original Air Date: March 12th, 2014

Types of Income (& Your Tax Return)

Category: Tax

Laurie Siebert, CPA, CFP, AEP discusses how different kinds of income affect your tax return, and takes listeners’ tax questions.

Retirement & Tax Decisions
Original Air Date: February 26th, 2014

Retirement & Tax Decisions

Category: Retirement, Tax

Host, Laurie A. Siebert, CPA, CFP®, AEP® discusses decisions on retirement account funding and takes listeners’ tax questions.

Your Financial Questions
Original Air Date: November 13th, 2013

Your Financial Questions

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP, AEP devotes the hour to your listeners’ financial questions. Some of the questions Laurie addressed during this broadcast, include… Getting ready to retire. What to do with 401k monies after retirement to supplement cash flow? Cashing out or rolling over teacher retirement accounts in Pennsylvania? What to do about […]

How Long To Keep Your Tax Returns
Original Air Date: April 03rd, 2013

How Long To Keep Your Tax Returns

Category: Tax

Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes her guest, Cheri Freeh, CPA, CGMA and PICPA representative as they answer listeners’ tax questions and discuss how long to keep tax returns, what to do with tax refunds and using your tax return to help with your financial planning.

Insurance Coverage Tips
Original Air Date: April 02nd, 2014

Insurance Coverage Tips

Category: Insurance

Laurie Siebert, CPA, CFP, AEP and her guest Eileen Budd from the Budd Insurance Agency discuss risk management and tips for property and casualty insurance. Plus, more listeners’ tax questions. RELATED ARTICLE: Understanding the Role of the Insurance Professional RELATED PODCAST: Insurance and The Life Cycle (with Dave Ellowitch, CFP)

Financial Planning at Every Stage of Life
Original Air Date: March 19th, 2014

Financial Planning at Every Stage of Life

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP discusses financial planning for every stage of your life, tips for putting your tax return to work. Plus, more listeners’ tax questions. RELATED BLOG POSTS: File Taxes Now  |  Tax Tips RELATED PODCASTS: Types of Income (& Your Tax Return)  |  Retirement & Tax Decisions  |  Income Taxes  |  Your Financial […]