Show Category: Financial Planning
Tax Planning Before Year-End
Laurie discusses: Tax Planning Before Year-End
Financial Annual Review
Laurie discusses: An annual review of your financial situation.
Considerations for a successful retirement lifestyle
Laurie discusses: Cash flow, health and other planning considerations for living in retirement.
Planning for Alzheimer’s Disease
Laurie welcomes Attorney Dennis Pappas to discuss: Legal and Financial Planning for Alzheimer’s Disease
Tax Planning with Retirement Accounts
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss: Tax Planning with Retirement Accounts.
Talking to Children About Finances
Laurie discusses Talking to children about finances, at any age.
Financial Tips List
Laurie discusses: A punch list of financial tips.
Behavioral Finance
Laurie welcomes VNFA’s Ryan Mulhearn, CIMA® to discuss: Defining the CIMA designation and understanding Behavioral Finance.
Planning for 2022
Laurie discusses: Planning opportunities for the year ahead.
Year-End Tips & Thinking Ahead
Laurie discusses: Last minute year-end tax planning tips and thinking ahead to next year.
