Shows / Your Financial Choices
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.
Episodes
- Your Financial Choices
Year-End Tax Planning: What Else Can Be Done? | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert offers ways listeners can place themselves in secure financial spots, even as the year comes to a…
Your Financial ChoicesThird Quarter Market Review with Chris Holland and Bill Henderson | Your Financial Choices
On this episode of Your Financial Choices, Chris Holland and Bill Henderson of Valley National Financial Advisors look back on themes from the third quarter…
- Your Financial Choices
Financial Odds and Ends | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert shares thoughts and reflections on financial decision making from a wide range of topics.
Your Financial ChoicesEstate Planning - Coordinating Your Team | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert continues last week's discussion on estate planning, this week regarding the support system that can…
Your Financial ChoicesEstate Planning Changes with Children with Attorney Nick Nanovic | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert is joined by Nick Nanovic from Gross McGinley to talk about estate planning considerations with…
Your Financial Choices"Live Here, Work Here, Stay Here" with LINC's Katelyn Mack | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert talks with LINC President Katelyn Mack about attracting, recruiting, and retaining top talent for…
Your Financial ChoicesLabor Day: Work and Babies, What You Need to Know | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert explores the two meanings of "labor" and what both could mean for your financial situation.
- Your Financial Choices
The Biggest Financial Decisions I'm Seeing | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert looks back on some of the common questions or concerns she's received from her clients in recent…
- Your Financial Choices
The Complexities of Required Minimum Distributions | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert explains what required minimum distributions really are and why changes to them make them more…
- Your Financial Choices
Lessons Learned as a Financial Advisor | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert shares some of the knowledge she and her colleagues have gained during their time as certified…
- Your Financial Choices
First-Half Market Review and What We're Watching | Your Financial Choices
On this episode of Your Financial Choices, Bill Henderson and Chris Holland of Valley National Financial Advisors analyze this year's market results so far.
- Your Financial Choices
Random Financial Thoughts | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert shares her thoughts on a variety of financial-related topics. Listener questions are also accepted.
- Your Financial Choices
Managing a Slim Budget | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert gives tips on managing a tight budget, and bonus advice on preparing for retirement. Listener…
- Your Financial Choices
Financial Considerations for Children | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert talks about considerations related to earnings, education funding, and more that should be made when…
- Your Financial Choices
Emotional Elements of Financial Planning | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert explains how emotions can play into the financial decisions you make. Listener questions are also…
- Your Financial Choices
Inheriting Retirement Accounts | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert explains who may inherit retirement accounts, the situations it could happen in, and related options.
- Your Financial Choices
Retirement Accounts: Transitions, Distributions, and Options | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert talks about the process of transitioning retirement accounts, distributions, and available options.
- Your Financial Choices
Education Funding Continued and the FAFSA | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert continues giving suggestions for addressing student costs through tools like the FAFSA.
- Your Financial Choices
Updates on Education Funding | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert discusses education funding through 529 plans and education credits.
- Your Financial Choices
Managing Retirement Account Distributions | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert explores topics like naming beneficiaries, the difference between a 401(k) and an IRA, and more.
- Your Financial Choices
Everything ROTH: Conversions, Contributions, Benefits | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert explores the large topic of ROTH IRAs and how to use them effectively.
- Your Financial Choices
Reviewing the Elements of Your Financial Life | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert explains the elements of financial planning and why doing so is important. Listener questions are…
- Your Financial Choices
Why Age Matters for You | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert talks about financial considerations to be made in each stage of life.
- Your Financial Choices
Wrapping Up Tax Season: What Did We Learn? | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert shares tips that came up for her and her colleagues as they helped clients file this year's taxes.
- Your Financial Choices
First Quarter Markets & Historical Perspective with Bill Henderson and Chris Holland | Your Financial Choices
On this episode of Your Financial Choices, Valley National Financial Advisors' Bill Henderson and Chris Holland fill in to take a look at this year's markets…
- Your Financial Choices
Final Wishes and Goodbyes: Tips to Help | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert encourages listeners to think about final wishes before they're needed. Listener questions are also…
- Your Financial Choices
Deeper Dive into Tax Reinvestment Vehicles | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert explains what investing can look like in individual situations. Listener questions are also accepted.
- Your Financial Choices
What Are You Missing in Your Financial Planning? | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert looks at considerations you may not be making in your planning process. Listener questions are also…
- Your Financial Choices
Tax Return Questions and Observations | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert continues offering support to listeners as they work to file their taxes. Listener questions are also…
- Your Financial Choices
More Tax Questions | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert dives deeper into tax-related topics as tax season approaches. Listener questions are also accepted.
- Your Financial Choices
From Sales to CEO: Key Lessons on Investing with Matt Petrozelli | Your Financial Choices
On this episode of Your Financial Choices, Matt Petrozelli of Valley National Financial Advisors shares the key lessons he's learned throughout his career to…
- Your Financial Choices
Understanding Your Tax Return | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert dives deeper into what the words and numbers on your tax return really mean.