Your Financial Choices

Wednesdays, 6:00-7:00pm

Laurie A. Siebert covers a wide range of topics focused on helping the listener make sound choices when it comes to personal finance. She can be heard offering the same parting advice in the final seconds of each program, "Be proactive not reactive." Laurie is a Certified Public Accountant, Certified Financial Planner®, and an Accredited Estate Planner®. She is a Senior Vice President at Valley National Financial Advisors.

Ways to Connect

Tax Notices and Amended Returns on Your Financial Choices

Jun 1, 2017

Laurie Siebert will discuss: " Tax notices and amended returns for the IRS and PA."

Laurie also takes listener questions live on the air during.

(Original air-date: 5/31/2017)

Host Laurie Siebert and her guest, Attorney Sarah Andrew of Schoffstall Elder Law, discuss: "Special Needs Fairness Act and ABLE Act."

Laurie and Sarah also take questions live on the air.

(Original air-date: 5/10/17)

Laurie Siebert discusses: "Selling a principal residence and other mixed use real estate property."

Laurie also takes questions live on the air .

(Original air-date: 5/17/17)

Estate Planning on Your Financial Choices

May 4, 2017

Host Laurie Siebert and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss Estate Planning.

Laurie and James also answers questions from listeners. 

(Original air-date: 5/3/17)

Host Laurie Siebert will discuss: "Extensions, estimates and avoiding penalties."

Laurie also answers questions live on the air, as well as question submitted online before the show. 

(Original air-date: 4/12/17)

Host Laurie Siebert discusses "What did we learn from this tax season?"

Laurie also takes listener questions on the air, as well as question submitted online before the show.

Fiduciary Rules on Your Financial Choices

Mar 30, 2017

Host Laurie Siebert and her guest, Kerry Petcher, editor of Retirement Income Journal, will discuss: "Fiduciary rules. Where do we stand?" 

 Laurie also answers listener questions during the show. (Original air-date: 3/29/17)

Host Laurie Siebert and her guest, Justin Cohen, Finance Major at Temple University, discuss:"How much do college students understand about financial issues?" 

 Laurie also answers live listener questions, as well as questions submitted before the show online.

(Original air-date: 3/22/17)

Schedule K-1 on Your Financial Choices

Mar 16, 2017

This week, Laurie Siebert discusses "What is a Schedule K-1 and why might you get one?" 

 Laurie also answers listener questions on the air and questions submitted online before the show. (Original air-date: 3/15/17)

Laurie Siebert devotes the entire show to MORE listener tax questions, including Schedule D, spin-offs and splits

Laurie answers questions on the air, as well as questions submitted online before the show.

(Original air-date: 3/8/17)
 

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