Your Financial Choices

Laurie Siebert and her guests from Valley National Financial Advisors, Timothy G. Roof, CFP and William Henderson, Head of Investments, discuss: “A market recap of 2020 and 2021 expectations.”

To kick off February and the start of tax season, Laurie Siebert discusses how to get your financial life in order, taking listener questions live.

2020 Tax Season on Your Financial Choices

Jan 30, 2020

Host Laurie Siebert helps listeners gear up for the 2020 tax season with tips and advice, all while taking listener questions live. 

SECURE Act on Your Financial Choices

Jan 23, 2020

In December 2019, President Trump signed the SECURE Act. Laurie Siebert discusses how this could affect the retirement savings of many individuals.

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) 

Valley National Financial Advisors

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)

Valley National Financial Advisors

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)