WDIY 88.1 FM

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.

Autor

WDIY 88.1 FM

Kategorie

Education

Podcast-Website

www.wdiy.org

Neueste Folge

9. Jul 2026

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Managing a Slim Budget | Your Financial Choices 09.07.2026

On this episode of Your Financial Choices, Laurie Siebert gives tips on managing a tight budget, and bonus advice on preparing for retirement. Listener questions are also accepted.

Financial Considerations for Children | Your Financial Choices 07.07.2026

On this episode of Your Financial Choices, Laurie Siebert talks about considerations related to earnings, education funding, and more that should be made when raising children.

Emotional Elements of Financial Planning | Your Financial Choices 26.06.2026

On this episode of Your Financial Choices, Laurie Siebert explains how emotions can play into the financial decisions you make. Listener questions are also accepted.

Inheriting Retirement Accounts | Your Financial Choices 18.06.2026

On this episode of Your Financial Choices, Laurie Siebert explains who may inherit retirement accounts, the situations it could happen in, and related options.

Retirement Accounts: Transitions, Distributions, and Options | Your Financial Choices 12.06.2026

On this episode of Your Financial Choices, Laurie Siebert talks about the process of transitioning retirement accounts, distributions, and available options.

Education Funding Continued and the FAFSA | Your Financial Choices 08.06.2026

On this episode of Your Financial Choices, Laurie Siebert continues giving suggestions for addressing student costs through tools like the FAFSA.

Updates on Education Funding | Your Financial Choices 01.06.2026

On this episode of Your Financial Choices, Laurie Siebert discusses education funding through 529 plans and education credits.

Managing Retirement Account Distributions | Your Financial Choices 14.05.2026

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.

Everything ROTH: Conversions, Contributions, Benefits | Your Financial Choices 11.05.2026

On this episode of Your Financial Choices, Laurie Siebert explores the large topic of ROTH IRAs and how to use them effectively.

Reviewing the Elements of Your Financial Life | Your Financial Choices 01.05.2026

On this episode of Your Financial Choices, Laurie Siebert explains the elements of financial planning and why doing so is important. Listener questions are also accepted.

Why Age Matters for You | Your Financial Choices 24.04.2026

On this episode of Your Financial Choices, Laurie Siebert talks about financial considerations to be made in each stage of life.

Wrapping Up Tax Season: What Did We Learn? | Your Financial Choices 17.04.2026

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.

First Quarter Markets & Historical Perspective with Bill Henderson and Chris Holland | Your Financial Choices 09.04.2026

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 so far.

Final Wishes and Goodbyes: Tips to Help | Your Financial Choices 02.04.2026

On this episode of Your Financial Choices, Laurie Siebert encourages listeners to think about final wishes before they're needed. Listener questions are also accepted.

Deeper Dive into Tax Reinvestment Vehicles | Your Financial Choices 26.03.2026

On this episode of Your Financial Choices, Laurie Siebert explains what investing can look like in individual situations. Listener questions are also accepted.

What Are You Missing in Your Financial Planning? | Your Financial Choices 23.03.2026

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 accepted.

Tax Return Questions and Observations | Your Financial Choices 12.03.2026

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 accepted.

More Tax Questions | Your Financial Choices 27.02.2026

On this episode of Your Financial Choices, Laurie Siebert dives deeper into tax-related topics as tax season approaches. Listener questions are also accepted.

From Sales to CEO: Key Lessons on Investing with Matt Petrozelli | Your Financial Choices 25.02.2026

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 CEO.

Understanding Your Tax Return | Your Financial Choices 12.02.2026

On this episode of Your Financial Choices, Laurie Siebert dives deeper into what the words and numbers on your tax return really mean.

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