Laurie Siebert

Host Laurie A. Siebert, CPA,CFP(r), AEP (r) discusses decisions regarding retirement account funding.  Laurie will also take listener's questions live on-air. Questions for future programs can be submitted early through www.yourfinancialchoices.com by clicking Contact Laurie (original air date 02/26/14).

Income Taxes on Your Financial Choices

Feb 18, 2014

How are you doing on those income taxes?  Join host, Laurie A. Siebert, CPA, CFP(r), AEP (r) as she discusses ways to prepare for the current tax season.  If you have any questions for Laurie please submit them through www.yourfinancialchoices.com by clicking Contact Laurie. (Original air-date February 12, 2014).

Annuities for Dummies

Feb 10, 2014

Host Laurie Siebert, CPA, CFP, AEP and her guest Kerry Pechter, author of Annuities for Dummies, will discuss annuities and retirement income. Laurie loves to hear from our audience and welcomes your questions live on the air at 610-758-8810 or yourfinancialchoices.com every Wednesday between 6:00 P.M. and 7:00 P.M.

Banking Services - Experience the Difference Locally

Feb 2, 2014

Host, Laurie A. Siebert, CPA, CFP(r), AEP (r) and her guest, Executive VP and COO of Merchants Bank, Tracie Smith discuss Banking Services - Experience the Difference Locally. (Original air-date January 28, 2014).

Multi-Generation Financial Planning

Jan 24, 2014

Host, Laurie A. Siebert, CPA, CFP(r), AEP (r) and her guest, Financial Advisor Matthew Petrozelli discuss Multi-generation Financial Planning. (Original air-date January 22, 2014).

How do you get ready for the tax season?

Jan 17, 2014

Host, Laurie A. Siebert, CPA, CFP(r), AEP (r) discusses how to get ready for tax season and doing so efficiently. Original air-date January 14, 2014. 

New Year's Resolutions and Your Financial Life

Jan 9, 2014

Host Laurie A. Siebert, CPA,CFP(r), AEP(r) and this weeks guest Alan Shannon-Breslin, CPA discuss New Year's Resolutions and your financial life. (Original air-date January 8, 2014).
  

Life Care Planning on Your Financial Choices

Nov 1, 2013

Host Laurie A. Siebert, CPA, CFP(r), AEP (r) welcomes her guest, attorney Jim Ruggiero, AEP(r). The two discuss life care planning - what it is and how to get started.  (Original air date October 30, 2013.)

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes Jane Hathaway, Mortgage Executive with
Premier Mortgage. The two discuss the mortgage and real estate market. (Original air date June 5, 2013.)

Using a Trust to Distribute Assets

Jun 18, 2012

Host Laurie A. Siebert, CPA, CFP, AEP and her guest, attorney Eric Strauss of Worth, Magee and Fisher,  discuss why you may want to consider using trusts to transfer assets to your children as opposed to an outright distribution on Wednesday night's  program.  Laurie will also take other financially-related questions on-air or online at  yourfinancialchoices.com.

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