Your Financial Choices
oleh WDIY 88.1 FM
Episode terbaru
Year-End Tax Planning: What Else Can Be Done? | Your Financial Choices
Year-End Tax Planning: What Else Can Be Done? | Your Financial Choices
Tentang podcast ini
Laurie A. Siebert covers a wide range of topics focused on helping the listener make sound choices when it comes to personal finance. She can be heard offering the same parting advice in the final seconds of each program, "Be proactive, not reactive." Laurie is a Certified Public Accountant, Certified Financial Planner®, and an Accredited Estate Planner®. She is a Senior Vice President at Valley National Financial Advisors.
Episode
- Year-End Tax Planning: What Else Can Be Done? | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Laurie Siebert offers ways listeners can place themselves in secure financial spots, even as the year comes to a close.
- Third Quarter Market Review with Chris Holland and Bill Henderson | Your Financial Choices · 52 mntOn this episode of Your Financial Choices, Chris Holland and Bill Henderson of Valley National Financial Advisors look back on themes from the third quarter markets.
- Financial Odds and Ends | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Laurie Siebert shares thoughts and reflections on financial decision making from a wide range of topics.
- Estate Planning - Coordinating Your Team | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Laurie Siebert continues last week's discussion on estate planning, this week regarding the support system that can ease the process.
- Estate Planning Changes with Children with Attorney Nick Nanovic | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Laurie Siebert is joined by Nick Nanovic from Gross McGinley to talk about estate planning considerations with children.
- "Live Here, Work Here, Stay Here" with LINC's Katelyn Mack | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Laurie Siebert talks with LINC President Katelyn Mack about attracting, recruiting, and retaining top talent for local businesses.
- Labor Day: Work and Babies, What You Need to Know | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Laurie Siebert explores the two meanings of "labor" and what both could mean for your financial situation.
- The Biggest Financial Decisions I'm Seeing | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Laurie Siebert looks back on some of the common questions or concerns she's received from her clients in recent months.
- The Complexities of Required Minimum Distributions | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Laurie Siebert explains what required minimum distributions really are and why changes to them make them more confusing.
- Lessons Learned as a Financial Advisor | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Laurie Siebert shares some of the knowledge she and her colleagues have gained during their time as certified financial planners.
- First-Half Market Review and What We're Watching | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Bill Henderson and Chris Holland of Valley National Financial Advisors analyze this year's market results so far.
- Random Financial Thoughts | Your Financial Choices · 60 mntOn this episode of Your Financial Choices, Laurie Siebert shares her thoughts on a variety of financial-related topics. Listener questions are also accepted.
- Managing a Slim Budget | Your Financial Choices · 60 mntOn this episode of Your Financial Choices, Laurie Siebert gives tips on managing a tight budget, and bonus advice on preparing for retirement. Listener questions are also accepted.
- Financial Considerations for Children | Your Financial Choices · 60 mntOn this episode of Your Financial Choices, Laurie Siebert talks about considerations related to earnings, education funding, and more that should be made when raising children.
- Emotional Elements of Financial Planning | Your Financial Choices · 1 jam 0 mntOn this episode of Your Financial Choices, Laurie Siebert explains how emotions can play into the financial decisions you make. Listener questions are also accepted.
- Inheriting Retirement Accounts | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Laurie Siebert explains who may inherit retirement accounts, the situations it could happen in, and related options.
- Retirement Accounts: Transitions, Distributions, and Options | Your Financial Choices · 60 mntOn this episode of Your Financial Choices, Laurie Siebert talks about the process of transitioning retirement accounts, distributions, and available options.
- Education Funding Continued and the FAFSA | Your Financial Choices · 60 mntOn this episode of Your Financial Choices, Laurie Siebert continues giving suggestions for addressing student costs through tools like the FAFSA.
- Updates on Education Funding | Your Financial Choices · 60 mntOn this episode of Your Financial Choices, Laurie Siebert discusses education funding through 529 plans and education credits.
- Managing Retirement Account Distributions | Your Financial Choices · 59 mntOn this episode of Your Financial Choices, Laurie Siebert explores topics like naming beneficiaries, the difference between a 401(k) and an IRA, and more.
