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.

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Autor

WDIY 88.1 FM

Kategoria

Education

Strona podcastu

www.wdiy.org

Ostatni odcinek

29 paź 2026

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Odcinki

Year-End Tax Planning: What Else Can Be Done? | Your Financial Choices 29.10.2026

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 close.

Third Quarter Market Review with Chris Holland and Bill Henderson | Your Financial Choices 19.10.2026

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 markets.

Financial Odds and Ends | Your Financial Choices 01.10.2026

On this episode of Your Financial Choices, Laurie Siebert shares thoughts and reflections on financial decision making from a wide range of topics.

Estate Planning - Coordinating Your Team | Your Financial Choices 25.09.2026

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 ease the process.

Estate Planning Changes with Children with Attorney Nick Nanovic | Your Financial Choices 17.09.2026

On this episode of Your Financial Choices, Laurie Siebert is joined by Nick Nanovic from Gross McGinley to talk about estate planning considerations with children.

"Live Here, Work Here, Stay Here" with LINC's Katelyn Mack | Your Financial Choices 10.09.2026

On this episode of Your Financial Choices, Laurie Siebert talks with LINC President Katelyn Mack about attracting, recruiting, and retaining top talent for local businesses.

Labor Day: Work and Babies, What You Need to Know | Your Financial Choices 08.09.2026

On this episode of Your Financial Choices, Laurie Siebert explores the two meanings of "labor" and what both could mean for your financial situation.

The Biggest Financial Decisions I'm Seeing | Your Financial Choices 24.08.2026

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 months.

The Complexities of Required Minimum Distributions | Your Financial Choices 14.08.2026

On this episode of Your Financial Choices, Laurie Siebert explains what required minimum distributions really are and why changes to them make them more confusing.

Lessons Learned as a Financial Advisor | Your Financial Choices 31.07.2026

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 financial planners.

First-Half Market Review and What We're Watching | Your Financial Choices 24.07.2026

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.

Random Financial Thoughts | Your Financial Choices 16.07.2026

On this episode of Your Financial Choices, Laurie Siebert shares her thoughts on a variety of financial-related topics. Listener questions are also accepted.

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.

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