Lessons Learned as a Financial Advisor | Your Financial Choices

By Laurie Siebert

Published July 31, 2026 at 3:29 PM EDT

On this episode, Laurie Siebert shares some of the lessons she and her colleagues have learned during their careers so listeners have a better idea of how financial advisors may think about their clients' situations.

Tune in to Your Financial Choices every Wednesday from 6:00 to 7:00 PM following All Things Considered.

(Original air-date: 7/29/26)

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Laurie Siebert

Laurie hosts WDIY's weekly financial call-in show, Your Financial Choices, every Wednesday at 6 PM. She 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.

See stories by Laurie Siebert