Your Financial Choices

Personal Balance Sheet on Your Financial Choices

Aug 15, 2013

Host Laurie A. Siebert CPA, CFP(r), AEP(r) shows you the benefits of financial planning and putting together your personal balance sheet, income statement and cash flow.  (Original broadcast August 7, 2013)

Guest host Rod Young, CPA, CFP(r), discusses investing in plain, simple terms on the next program. (Original air date July 31, 2013.)

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), as she discusses the family conversations that should happen around estate planning. (Original air date, July 17, 2013.)

Financial "Catch Up" on Your Financial Choices

Jul 11, 2013

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses playing financial “catch up” - catching up on our retirement savings, catching up on our credit cards, catching up on our family members and other “catch up” issues. (Original broadcast July 10, 2013.)

Personal Finances on Your Financial Choices

Jun 27, 2013

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) shows you the benefits of financial planning and putting together your personal balance sheet, income statement and cash flow.

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses planning for the life phases in blended families including prior to marriage, life together with children, after children and survivor planning.

Rental Properties on Your Financial Choices

Jun 13, 2013

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses investing in and working with rental properties on the next program. (Original air date June 12, 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.)

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses unusual events that may effect your 2013 tax planning and what you need to know, including foreign income reporting. (Original air date May 29, 2013.)

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) provides insights into performing your own due diligence on financial information, including advisors, tips and spam. (Original air date May 15, 2013).

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