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Show Category: Retirement

Retirement Benefit Options
Original Air Date: August 17th, 2022

Retirement Benefit Options

Category: Retirement

Laurie discusses Retirement Benefit Options.

Considerations for a successful retirement lifestyle
Original Air Date: June 29th, 2022

Considerations for a successful retirement lifestyle

Category: Financial Planning, Retirement

Laurie discusses: Cash flow, health and other planning considerations for living in retirement.

Tax Planning with Retirement Accounts
Original Air Date: March 16th, 2022

Tax Planning with Retirement Accounts

Category: Financial Planning, Retirement, Tax

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss: Tax Planning with Retirement Accounts.

ROTH Conversions
Original Air Date: November 10th, 2021

ROTH Conversions

Category: Retirement, Tax

Laurie discusses: ROTH conversions and tax considerations

Retiring Early
Original Air Date: October 20th, 2021

Retiring Early

Category: Retirement

Guest hosts Rodman Young and Jaclyn Cornelius from Valley National Financial Advisors discuss: Retiring Early.

SHOW POSTPONED: Retiring Early
Original Air Date: September 01st, 2021

SHOW POSTPONED: Retiring Early

Category: Retirement

Due to weather, “Your Financial Choices” on WDIY 88.1FM will not be hosted live this week. Rodman Young and Jaclyn Cornelius from Valley National Financial Advisors will host a future show on the topic of Retiring Early.Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

Navigating Retirement Options
Original Air Date: June 23rd, 2021

Navigating Retirement Options

Category: Financial Planning, Retirement

Navigating your options in retirement planning.

Pension Options
Original Air Date: May 26th, 2021

Pension Options

Category: Employer Benefits, Retirement

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA discuss: Pension Options.

Retirement Funding
Original Air Date: March 24th, 2021

Retirement Funding

Category: Retirement

A fresh look at IRAs including deductible, non-deductible and ROTH options. People may not realize that if you are already a participant in an employer plan and are over the income thresholds to fund a deductible IRA, you can still fund one without taking the deduction. This is called a non-deductible IRA and it generates […]

Retirement Planning
Original Air Date: July 29th, 2020

Retirement Planning

Category: Retirement

Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement Planning.”