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).
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, 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.