Host Laurie A. Siebert, CPA, CFP(r), AEP(r) reviews the financial topics most relevant to listeners that were covered in recent months and recaps the best “take- a-ways” in her Topic Roundup.
Laurie Siebert, CPA®, AEP®, will discuss: 2025 and 2026 Market Review with Bill Henderson...
Laurie Siebert, CPA®, AEP®, discussed: What financial tips did we learn from 2025?
Laurie Siebert, CPA®, AEP®, discussed: Year-end Financial Planning take-aways.
Laurie Siebert, CPA®, AEP®, discussed: Year end tax considerations and charitable giving.
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