Financial Planning

Potpourri of Taxes on Your Financial Choices

Apr 5, 2018

This week, Laurie Siebert discussed a potpourri of taxes - extensions, estimates and 2018 planning.

She also took listeners' questions live on the air.

(Original air-date: 4/4/18)

Disaster Planning on Your Financial Choices

Nov 16, 2017

This week, Laurie Siebert's topic was "Disaster Planning." 

Laurie also took listener questions live on the air.

(Original air-date: 11/15/2017)

Take-Aways from Past Shows on Your Financial Choices

Jun 23, 2016

Laurie Siebert discusses take-aways from past shows–a review of some of the most important financial topics from the past year. Laurie also answers listener questions live on the air.

(Original air-date: 6/22/2016)

Douglas McCormick, author of Family Inc., discuss the concepts of the book: "Using Business Principles to Maximize Your Family's Wealth."  Laurie and Douglas also take listener questions live on-air.

(Original air-date: 6/15/2016)

Laurie Siebert CPA, CFP®, AEP®  discusses financial planning considerations for women. She also takes listener questions live on-air.

(Original air-date: 5/11/2016)

Host Laurie Siebert is joined by Steve Stelzman from The Mortgage Company to discuss: "Qualifying for a mortgage and restoring your credit." Laurie and Steve also answer listener questions live on-air.

(Original air-date: 11/18/2015)

Valley National Group



Guest host Rodman Young, CPA/PFS, CFP®, from Valley National Financial Advisors, will discuss:

“Year-end financial and tax review – before it’s too late!” 

Financial Planning Hot Topics on Your Financial Choices

Oct 15, 2015

Laurie Siebert, CPA, CFP®, AEP® discusses financial planning hot topics and takes listener questions live on the air.

(Original Air Date: 10/07/15)

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)

Laurie Siebert, CPA, CFP, AEP discusses positioning and planning strategies for your children’s future education options.

Every Wednesday from 6-7 PM Laurie takes listeners' questions live on-air at 610-758-8810. If you have any questions or comments, you can Contact Laurie at her website

(Original air-date 08/27/14)