Laurie Siebert
Program HostLaurie is a Certified Public Accountant, Certified Financial Planner™ professional, Accredited Estate Planner, Registered Representative, Independent Adviser Representative, and Senior Vice President of Valley National Financial Advisors. Based in Pennsylvania’s Lehigh Valley, Laurie provides tailored, personal financial and tax planning services to individuals and families locally and throughout the United States. Clients and other professionals’ benefit from her strong estate planning background, including estate tax, gift tax, PA Inheritance tax, and fiduciary income tax preparation and planning. Laurie’s experience allows her to see missed tax planning opportunities in fiduciary work that others with less familiarity may miss.
At Valley National Financial Advisors, Laurie collaborates with a dedicated investment advisor to offer comprehensive wealth management services, integrating tax, financial, and investment planning. With her genuine care for clients, Laurie listens attentively to their concerns and tirelessly works to solve their problems, particularly during sensitive life events. After 30 years of experience in accounting and finance, Laurie finds joy in connecting with people, making investments in their lives, and building lasting relationships across multiple generations.
Laurie hosts Your Financial Choices every Wednesday at 6 PM on WDIY to educate listeners in improving their financial skills and making informed decisions. Additionally, she contributes articles to news publications, serves as a media resource, and formerly served on the editorial board for the PICPA’s CPA Journal as Personal Financial Planning Column coordinator. Committed to her fiduciary responsibility, Laurie stays updated on ever-changing laws and regulations through ongoing education.
Laurie previously served as President of Women United, an affiliate of the United Way of the Greater Lehigh Valley. She spent several years on the board of the Estate Planning Council of the Greater Lehigh Valley, including as Past President. Laurie resides in Orefield with her husband, loves spending time with her son and two daughters, and enjoys vacationing with her family at Lake Michigan.
-
On this episode of Your Financial Choices, Laurie Siebert explains what required minimum distributions really are and why changes to them make them more confusing. -
On 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. -
On this episode of Your Financial Choices, Bill Henderson and Chris Holland of Valley National Financial Advisors analyze this year's market results so far. -
On this episode of Your Financial Choices, Laurie Siebert shares her thoughts on a variety of financial-related topics. Listener questions are also accepted. -
On 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. -
On 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. -
On this episode of Your Financial Choices, Laurie Siebert explains how emotions can play into the financial decisions you make. Listener questions are also accepted.
-
On this episode of Your Financial Choices, Laurie Siebert explains who may inherit retirement accounts, the situations it could happen in, and related options.
-
On this episode of Your Financial Choices, Laurie Siebert talks about the process of transitioning retirement accounts, distributions, and available options.
-
On this episode of Your Financial Choices, Laurie Siebert continues giving suggestions for addressing student costs through tools like the FAFSA.
