Your Financial Choices
29 episodes
Retirement Accounts: Transitions, Distributions, and Options | Your Financial Choices
Education Funding Continued and the FAFSA | Your Financial Choices
Updates on Education Funding | Your Financial Choices
Managing Retirement Account Distributions | Your Financial Choices
Everything ROTH: Conversions, Contributions, Benefits | Your Financial Choices
Reviewing the Elements of Your Financial Life | Your Financial Choices
Why Age Matters for You | Your Financial Choices
Wrapping Up Tax Season: What Did We Learn? | Your Financial Choices
First Quarter Markets & Historical Perspective with Bill Henderson and Chris Holland | 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 accepted.
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.
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 accepted.
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 accepted.
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.
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 CEO.
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.
Getting Ready for Tax Preparation | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert prepares listeners for tax season with tips to make the process simpler.
Succession Planning with Tom Garrity | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert welcomes Tom Garrity of Compass Point family Business Consulting to talk about the "hows" and "whys" of succession planning.
2025 and 2026 Market Review with Bill Henderson and Chris Holland | Your Financial Choices
Laurie Siebert welcomes Bill Henderson and Chris Holland of Valley National Financial Advisors to discuss the recent and upcoming state of the markets.
What Financial Tips Did We Learn in 2025? | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert starts the new year off with a foundation of some of the helpful tips she gave last year.
Year-End Financial Planning Takeaways | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert wraps up her discussion on charitable giving and puts a bow on what we've learned this year.
Year End Tax Considerations and Charitable Giving | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert helps you wrap up your year and prepare for the financial decisions to come in 2026.
Tax Planning for Periods of Transition | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert looks into ways of planning for larger shifts in life.
Community in Action: Bob Price Memorial Turkey Drive | Your Financial Choices
Laurie Siebert welcomes the Provident Bank Foundation, New Bethany, and the Lehigh Valley IronPigs to talk about their work to feed families in need this Thanksgiving.
Conversations with Family about Estate Planning | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert emphasizes the importance of planning ahead of time with family and loved ones.
Understanding Your Retirement Accounts | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert breaks down the different types of retirement accounts and their different benefits.
Further Considerations in Estate Planning with Eric Strauss | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert welcomes Eric Strauss of Gross McGinley Law Offices to highlight the value of a strong estate plan.
Random Thoughts on Financial Topics | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert shares a list of random thoughts that are important for listeners to know.
Cybersecurity Tips with Rob Ziobro | Your Financial Choices
On this episode of Your Financial Choices, Laurie Siebert sits down with Rob Ziobro of Valley National Financial Advisors to share tips on keeping your digital accounts secure.