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

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)
 

Laurie Siebert devotes this week's edition of Your Financial Choices to answering listener questions. 

 

(Original air-date: 3/1/17)

Laurie Siebert discusses "Interest and dividends and the geography of your investments." 

 Laurie also answers listener questions live on the air during the program. (Original air-date: 2/22/17)

Risk Management on Your Financial Choices

Feb 16, 2017

Laurie Siebert and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: "Taking care of your loved ones through risk management."

Laurie and Roxie also take listener questions live on the air during the program.

 (Original air-date: 2/15/17)

Laurie Siebert discusses: "Understanding Schedule A and itemized deductions on your tax return."

Laurie also answers listener questions live on the air during the program. (Original air-date: 2/8/2017)

Laurie Siebert, and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: "ACT 95 and Power of Attorney". 

Laurie and James also take listener questions live on the air.

(Original-air-date: 1/25/2017)

On this edition of Your Financial Choices, Laurie Siebert, CPA, CFP®, AEP® discusses the financial implications of being a beneficiary.

Laurie also takes listener questions live on the air.

(Original air-date: 1/11/2017)

Grants & Legacy Planning on Your Financial Choices

Jan 19, 2017

Laurie Siebert, CPA, CFP®, AEP® and her guest, Erika Riddle Petrozelli, CPA, Director of Donor Services for Lehigh Valley Community Foundation discuss Lehigh Valley Community Foundation's 50th anniversary grants and legacy planning.

Laurie and Erika also take listener questions live on the air.

(Original air-date: 1/18/2017)

What can you do right in 2017?  On this edition of Your Financial Choices, host Laurie Siebert offers up a “punch list” of things to do in 2017 to put you in the best financial position in the new year. 

Topics covered include review 401K contributions, reviewing insurance coverage, credit versus debit, checking your credit scores, and more; plus Laurie takes listener questions.

(Original air-date: 1/4/2017)

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