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.

    Your Financial Choices

Most Recent Episodes

Considerations in Retirement Planning on Your Financial Choices

This week, Laurie will discuss considerations in retirement planning, such as what will inflows look like, what will spending look like, what flexibility is there in your spending, what will you do if an emergency arises, and what is the transition plan? Laurie also took listener questions during the program. (Original air-date: 07/18/18)

Market Commentary on Your Financial Choices

This week, Laurie welcomes Timothy G. Roof, CFP ® , Vice President and Connor Darrell, Head of Investments, from Valley National Financial Advisors to discuss: "Market Commentary" Laurie also took listener questions during the program. (Original air-date: 7/11/2018)

A Retrospective of Past Topics on Your Financial Choices

This edition of Your Financial Choices features Laurie Sibert taking a retrospective look at past topics on the show. Laurie also took listener questions during the program. (Original air-date: 6/27/2018)

Taking A Fresh Look at What's New in College Savings 529 Plans on Your Financial Choices

This edition of Your Financial Choices features Laurie Sibert taking a fresh look at College Savings 529 Plans and seeing what's new. Laurie also took listener questions during the program. (Original air-date: 6/20/2018)

Taking A Fresh Look at What's New in College Savings 529 Plans on Your Financial Choices

Family Financial Conversations on Your Financial Choices

Laurie Siebert's topic this week is family financial conversations – how and what to discuss. Laurie also takes questions live on the air. (Original air-date: 6/13/2018)

Business Mentoring with Lehigh Valley SCORE on Your Financial Choices

This week, Laurie Siebert welcomes guest Girish Sud, the Chair of the Lehigh Valley chapter of SCORE –a nonprofit business mentoriring organization . Girish is also a Certified Business Mentor himself. Laurie and Girish dicuss mentoring, workshops and resources for business startups. They also take listener questions live on the air. (Original air-date: 6/6/2018)

Planning & Budgeting for Life's Big Events on Your Financial Choices

This week, Laurie Sibert discusses life's big events and how to plan and budget for them. Laurie also took listener questions during the program. (Original air-date: 5/30/2018)

Reviewing Tax Season Take-Aways on Your Financial Choices

Laurie Siebert discusses a review of tax season take-aways – AGAIN. Laurie also take listener questions live on the air. (Original air-date: 5/23/2018)

Small Business and Non-Profit Start-Ups on Your Financial Choices

Laurie Siebert and her guest, Attorney Mark Aurand at Greater Good , discuss accessible legal considerations for small business and non-profit start-ups. Laurie and Mark also take listener questions live on the air. (Original air-date: 5/16/2018)

IRA Trusts on Your Financial Choices

Laurie Siebert and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss IRA Trusts. Laurie and James also take listener questions live on the air. (Original air-date: 5/9/2018)

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