Your Financial Choices Laurie A. Siebert covers a wide range of topics focused on helping the listener make sound choices when it comes to personal finance. She can be heard offering the same parting advice in the final seconds of each program, "Be proactive, not reactive." Laurie is a Certified Public Accountant, Certified Financial Planner®, and an Accredited Estate Planner®. She is a Senior Vice President at Valley National Financial Advisors.
Your Financial Choices

Your Financial Choices

From WDIY

Laurie A. Siebert covers a wide range of topics focused on helping the listener make sound choices when it comes to personal finance. She can be heard offering the same parting advice in the final seconds of each program, "Be proactive, not reactive." Laurie is a Certified Public Accountant, Certified Financial Planner®, and an Accredited Estate Planner®. She is a Senior Vice President at Valley National Financial Advisors.

Most Recent Episodes

Year-End Tax Planning on Your Financial Choices

Laurie Siebert discusses: "Year-end tax planning – what do you need to know and what can you still do?"

Cybersecurity and Identity Theft on Your Financial Choices

Laurie Siebert discusses: "Cybersecurity and identity theft." (Original air-date: 10/24/2018)

Bringing the Estate Plan Together on Your Financial Choices

Laurie Siebert wraps up her Estate Planning Month series with a discussion about "Bringing the Estate Plan Together."

Essential Components of an Estate Plan on Your Financial Choices

Laurie Siebert wlecomes guest Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates to discuss: "Essential components of an estate plan."

New 2018 Self-Employed Business Deductions on Your Financial Choices

Laurie Siebert's topic is "New – 2018 self-employed business deductions." Laurie also takes listener questions live on the air. (Original air-date: 9/26/2018)

Transitioning from Working to Retirement on Your Financial Choices

Laurie Siebert's topic is "Considerations in the transition from working to retirement." Laurie also takes listener questions live on the air.

Understanding Retirement Accounts on Your Financial Choices

Laurie Siebert's topic is "Understanding what you can do with your retirement accounts." Laurie also takes listener questions live on the air. (Original air-date: 9/19/2018)

Retirement Plan Checkup on Your Financial Choices

Laurie Siebert welcomes guest Joseph Goldfeder, CFP ®, Vice President at Valley National Financial Advisors, to discuss the topic of "Retirement Plan Checkup." Laurie and Joseph also take listener questions live on the air. (Original air-date: 9/12/2018)

Updates and Changes in Medicare Planning on Your Financial Choices

Laurie Siebert welcomes guest Daniel Banks, President of Silver Crest Insurance, to discuss updates and changes in medicare planning. Laurie and Daniel also take questions from listeners live on the air. (Original air-date: 9/5/2018)

Finding Money on Your Financial Choices

Laurie Siebert's topic this week is 'Finding Money' – Employer matches on a 401k, unclaimed property, missed tax credits, discounts, recurring charges you forgot to cancel, and other ways people can overlook money. Laurie also takes listener questions live on the air. (Original air-date: 8/29/2018)

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