Finance

Making Sense of Trusts on Your Financial Choice

Jan 21, 2020
Laurie Siebert, Nicholas Nanovic
Lori Catanzaro | Valley National Financial Advisors

Laurie Siebert welcomes guest Nicholas Nanovic, Esq., LL.M., AEP® from Gross McGinley, LLP, to discuss: "Trusts – When Do They Make Sense?" Laurie and Nicholas discuss general estate planning, minor trusts, A/B trusts, and more. 

 

Lori Catanzaro | Valley National Financial Advisors

Laurie Siebert welcomes guests Tim Roof, CFP® and Connor Darrell, CFA, to discuss: “2019 Market Review & Investor Tips”

 

Economic Pulse: Week of 1/10/20

Jan 20, 2020
Shamus McGroggan | WDIY

Dr. Kamram Afshar presents a synopsis of the week's economic news with a detailed look at trends in the Lehigh Valley and the nation.


Economic Pulse: Week of 1/3/20

Jan 17, 2020
Shamus McGroggan | WDIY

Dr. Kamram Afshar presents a synopsis of the week's economic news with a detailed look at trends in the Lehigh Valley and the nation.

Economic Pulse: Week of 12/20/19

Dec 27, 2019
Shamus McGroggan | WDIY

Dr. Kamram Afshar presents a synopsis of the week's economic news with a detailed look at trends in the Lehigh Valley and the nation.

Valley National Financial Advisors

Laurie Siebert shares her years of experience helping people plan and complete: “Financial New Year’s Resolutions.”

Economic Pulse: Week of 12/13/19

Dec 26, 2019
Shamus McGroggan | WDIY

Dr. Kamram Afshar presents a synopsis of the week's economic news with a detailed look at trends in the Lehigh Valley and the nation.

What Questions Do You Have on Your Financial Choices

Dec 16, 2019

Laurie Siebert dedicates the show to listener questions – past and present. “What questions do you have?”

Economic Pulse: Week of 12/6/19

Dec 12, 2019
Shamus McGroggan | WDIY

Dr. Kamram Afshar presents a synopsis of the week's economic news with a detailed look at trends in the Lehigh Valley and the nation.

Laurie Siebert's topic is "More on Medicare," a follow-up to her recent show dedicated to Medicare. Laurie is joined by guests from Capital BlueCross -- Stewart Brouse, Director of Federal Program Sales, and Thomas Kennedy, Manager of Medicare Broker Field Sales.

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