Host Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses playing financial “catch up” – catching up on our retirement savings, catching up on our credit cards, catching up on our family members and other “catch up” issues.
Laurie Siebert, CPA®, AEP®, discussed: What are you missing in your financial planning?
Laurie Siebert, CPA®, AEP®, discussed Tax return questions and observations continued.
Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO:...
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