Guest host Rod Young, CPA, CFP(r), and welcomes mortgage banker Jane Hathaway to the program discuss what you need to know about the mortgage market.
Laurie Siebert, CPA, CFP®, AEP®, discussed: Managing Retirement Account Distributions
Laurie Siebert, CPA, CFP®, AEP®, discussed: Everything ROTH – conversions, contributions, backdoor, benefits.
Laurie Siebert, CPA, CFP®, AEP®, discussed: Reviewing the elements of your financial life
Laurie Siebert, CPA, CFP®, AEP®, discussed: Age Matters – Why it matters to you.
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