PREVIOUS EPISODES (Guests & Topics)
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August 2, 2008 - Delving Deeper into Retirement Accounts
July 26, 2008 - Retirement Accounts Smorgasbord.
- Recap of the different kinds from last week.
- Beneficiary designations and beneficiaries’ options
- Are you tapping your retirement accounts if you need cash flow help during these economic times?
July 19, 2008 - FDIC Insurance – What You Need to Know Now and Retirement Accounts –
Understand the Differences
July 12, 2008 - What do women need to know about their finances?
with host Laurie Siebert and guest Hannah Tatu, participant in the Breast Cancer 3Day
We'll pay attention to the fear of the financial unknowns and concentrate on turning that fear into power and security by
facing those fears NOW, not only for you but for your loved ones!
July 5, 2008 - NO SHOW
June 28, 2008 - RETIREMENT PLANNING: Points to Ponder
(featuring five Valley National financial advisors and retirement planning experts)
A roundtable discussion covering everything you want to know about retirement planning from Valley
National's top financial advisors and retirement experts.
June 14, 2008
Guest host Michael Ippoliti, CFP® -
Solutions for Seniors
Mike and Darla Heivly, a Geriatric Care Manager with Senior Solutions, will address the issues facing the boomer and pre-
boomer generations; specifically the financial and health care needs of your parents, your spouse or other loved ones.
June 7, 2008
with host Laurie Siebert
Beneficiary Designation
May 31, 2008
with guest host Jaclyn Cornelius, CFP and guest Hannah Tatu
Wedding Finances - before and after the big day!
May 24, 2008
with host Laurie Siebert
Recaps and important takeaways of previous shows;
May 19, 2008
with Eric Strauss of Worth, Magee and Fisher
and Jaclyn Cornelius, CFP® of Valley National Financial Advisors
Leqal and financial questions to ask yourself (and each other!) when you're tying the knot!
May 10, 2008
with Mark Bacak of the Bethlehem Social Security Office
Questions about Social Security and introduction of a new prescription drug program that can help seniors save up to
$3,600 a year!
www.ssa.gov - Social Security Administration website
April 19, 2008
with host Laurie Siebert
Financial Education Month; the Financial Planners Association website
www.fpanet.org
www.fpaphilly.org
www.cfpboard.org
April 12, 2008
with Thomas Riddle, Valley National Financial Advisors
Last-minute tax questions!
April 5, 2008
"YOUR FINANCIAL CHOICES"
with Laurie A. Siebert, CPA, CFP® - SATURDAY MORNINGS AT 9AM on NEWS TALK 790 WAEB.
with Laurie A. Siebert, CPA, CFP® - SATURDAY MORNINGS AT 9AM on NEWS TALK 790 WAEB.