
Catching Up
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.

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.

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.