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

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)

The Elements of Financial Planning on Your Financial Choices

Laurie Siebert discusses the elements of financial planning. She also takes listener questions live on the air. (Original air-date: 8/22/2018)

Education Benefits on Your Financial Choices

Laurie Siebert and her guest David Givler , Associate Financial Advisor at Valley National discussed Education Benefits including 529s, AOTC, Savings Bonds, 529 distributions and FASFA loans. Laurie and David also answered questions live on the air. (Original air-date: 08/15/2018)

All About Probate on Your Financial Choices

Laurie Siebert and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates, discuss: "All about Probate – What happens after I die?" Laurie and Dennis also answered questions live on the air. (Original air-date: 8/1/2018)

Company Transitions and Your Job on Your Financial Choices

Guest hosts Rodman Young and Jaclyn Cornelius, from Valley National Financial Advisors , discussed "c ompany transitions and your job." Questions explored included "your company is getting acquired – what might happen to your benefits? Leadership changes and your job – sense that you might lose your job, what should you do along with what might be some important decisions in any company transition?" Phone lines will be open during the program for listener questions at 610-758-8810. Rodman and

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)

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