Performing Due Diligence

Category: Financial Planning

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.

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Latest Shows

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Jan25

Getting Ready for Tax Season

Category: Tax

Laurie discussed: How to get ready for tax season.

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Jan18

The 2023 Outlook

Category: Markets & Investments

Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors...

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Jan11

Tax Changes- The Secure Act 2.0

Category: Tax

Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act...

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Jan04

Bonds- What are they and how are they taxed?

Laurie discussed: Bonds- What are they and how are they taxed?

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