Your Financial Choices

Putting your tax return to work on Your Financial Choices

Mar 20, 2014

  Join host, Laurie A. Siebert, CPA, CFP®, AEP® as she discusses "Financial planning- putting your tax return to work." Laurie will also take listener's questions live on-Air. Or, questions may be submitted early through www.yourfinancialchoices.comby clicking Contact Laurie. (Original air-date March 18, 2014).

 Host, Laurie A. Siebert, CPA, CFP®, AEP® takes your income tax questions and explains how different kinds of income get taxed differently. Questions to Your Financial Choices may be submitted early through www.yourfinancialchoices.com by clicking Contact Laurie. (Original air-date March 12, 2014).

Building a Portfolio on Your Financial Choices

Mar 6, 2014

Host, Laurie A. Siebert, CPA, CFP®, AEP® and her guest, Kevin Brosious, President of Wealth Management, Inc., MBA, CPA/PFS, CFP®as they discuss "What to consider when building a portfolio." Laurie take listener's questions live on-Air.

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).

  Join host, Laurie A. Siebert, CPA,CFP(r), AEP (r) and her guest, Attorney Kirby Upright as they discuss legal considerations for same sex couples including estate planning that applies to everyone.If you have any questions for Laurie please submit them through www.yourfinancialchoices.com by clicking Contact Laurie. (Original air-date February 19, 2014).

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. 

Pages