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

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

Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...

Laurie Siebert, CPA®, AEP®, discussed: Understanding Your Tax Return

Laurie Siebert, CPA®, AEP, discussed: Getting Ready for Tax Preparation.