Valley National Financial Advisors

Laurie Siebert welcomes Connor Darrell, CFA, Head of Investments at Valley National Financial Advisors to discuss: “A Review of the Markets through Q1 2019.”


Thanks to our partnership with Valley National Financial Advisors during WDIY's Fall Membership Drive, Second Harvest Food Bank of Lehigh Valley and Northeast Pennsylvania will be able to provide over 12,800 meals to those in need in the area.

Laurie Siebert welcomes back Timothy G. Roof , CFP® and Connor Darrell, CFA from Valley National Financial Advisors to discuss the markets: "The Year in Review and What’s Ahead."

The Fall Membership Drive's partnership gets discussed in depth with guests Jessica Dokachev, Director of Second Harvest Food Bank of the Lehigh Valley and Northeast PA, and Matt Petrozelli, CEO of Valley National Financial Advisors. 

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) 

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)

Life and Disability Insurance on Your Financial Choices

Aug 23, 2015

Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Munoz, CLU®, FLMI – Assistant Vice President of Insurance for Valley National Financial Advisors, help listeners to better understand life and disability insurance.

Laurie takes questions live on the air at 610-758-8810 (Wednesday from 6-7 PM) or at YourFinancialChoices.com -- Contact Laurie.

(Original air-date: 8/19/2015)

Host Laurie Siebert CPA, CFP®, AEP® discusses longevity -- what it is and how to plan for it. Laurie also answers listener questions.

(Original air-date: 08/05/15)

Tax Planning Strategies on Your Financial Choices

Mar 23, 2015

Guest hosts Rod Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors will discuss tax planning strategies and answer listener tax questions. Rod and Jackie take your questions live on the air. 

(Original air-date: 03/18/2015)

 

Rod Young on Your Financial Choices

Mar 5, 2015

Rod Young, CPA/PFS, CFP® from Valley National Financial Advisors, joins host Laurie Siebert to discuss tax deductions and tax credits on your return. Laurie and Rod also take listener questions on-air and off-air. 

(Original air-date: 3/04/2015)