Your Financial Choices

Education Benefits on Your Financial Choices

Aug 16, 2018

Laurie Siebert and her guest David Givler, Associate Financial Advisor at Valley National discussed Education Benefits including 529s, AOTC, Savings Bonds, 529 distributions and FASFA loans.

Laurie and David also answered questions live on the air. 

(Original air-date: 08/15/2018)

Guest hosts Rodman Young and Jaclyn Cornelius, from Valley National Financial Advisors, discussed “company transitions and your job.” Questions explored included "your company is getting acquired – what might happen to your benefits? Leadership changes and your job – sense that you might lose your job, what should you do along with what might be some important decisions in any company transition?" Phone lines will be open during the program for listener questions at 610-758-8810. Rodman and Jaclyn also took listener questions during the program.

(Original air-date: 07/25/18) 

This week, Laurie will discuss considerations in retirement planning, such as what will inflows look like, what will spending look like, what flexibility is there in your spending, what will you do if an emergency arises, and what is the transition plan?

Laurie also took listener questions during the program.

(Original air-date: 07/18/18)

Market Commentary on Your Financial Choices

Jul 12, 2018

This week, Laurie Siebert welcomes Timothy G. Roof, CFP®, Vice President and Connor Darrell, Head of Investments, from Valley National Financial Advisors to discuss: “Market Commentary.”

Laurie also takes listener questions during the program.  

(Original air-date: 7/11/2018)

This edition of Your Financial Choices features Laurie Sibert taking a retrospective look at past topics on the show. Laurie also took listener questions during the program.

(Original air-date: 6/27/2018)

Laurie Siebert'a topic was: "Four Hot Topics in Domestic Relations." She was joined by attorney Allan Tullar of Gross McGinley.  

Laurie also took listener questions live on the air.

(Original air-date: 10/25/2017)  

Laurie Siebert, CPA, CFP®, AEP®  will discusses: “Men and women and the interplay of their financial decisions.”

Laurie also answers listener questions.

(Original air-date: 6/14/17)

Estate Planning on Your Financial Choices

May 4, 2017

Host Laurie Siebert and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss Estate Planning.

Laurie and James also answers questions from listeners. 

(Original air-date: 5/3/17)

Host Laurie Siebert will discuss: "Extensions, estimates and avoiding penalties."

Laurie also answers questions live on the air, as well as question submitted online before the show. 

(Original air-date: 4/12/17)

Host Laurie Siebert discusses "What did we learn from this tax season?"

Laurie also takes listener questions on the air, as well as question submitted online before the show.

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