
Performing Due Diligence
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) provides insights into performing your own due diligence on financial information, including advisors, tips and spam.

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) provides insights into performing your own due diligence on financial information, including advisors, tips and spam.

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

Laurie Siebert, CPA®, AEP®, and Tom Garrity, Managing Partner, Compass Point Family Business Consulting...

Laurie Siebert, CPA®, AEP®, discussed: 2025 and 2026 Market Review with Bill Henderson and...

Laurie Siebert, CPA®, AEP®, discussed: What financial tips did we learn from 2025?