| March 29, 2008 with Mary Ann Stover, Foundation Source Charitable Contributions www.FoundationSource.com March 22, 2008 March 15, 2008 with host Laurie Siebert Tax Return Preparation March 8, 2008 with Thomas Riddle, Valley National Financial Advisers Infation and MUNI bonds March 1, 2008 with host Laurie Siebert Tax Return Preparation February 23, 2008 with Mike Ippolitti, Valley National Financial Advisers Retirement Planning February 16, 2008 with Andrea Decker, broker Coldwell Banker Hearthside Making educated choices in real estate: the benefits of using a realtor; how to look for a realtor; questions to ask your realtor; what to consider when moving out-of-state; the difference between pre-qualification and pre-approval *If you would like to contact Andy Decker, please call her personal phone at (484) 357-2154 February 9, 2008 with Greg Karp, personal finance journalist and author of Living Rich by Spending Smart Controlling spending by taking baby steps; budgeting vs. tracking; making and keeping a money goal; taking responsibility for spending decisions February 2, 2008 with attorney Eric Strauss of Worth, Magee & Fisher, P.C. Estate Planning Boot Camp - Things to consider before you call your attorney (roles, beneficiaries, asset thresholds, taxes - Wills, Trusts, POAs) and who to help advise you. January 26, 2008 with Thomas M. Riddle, CPA, CFP®, President of Valley National Group 5 KEY FACTS for retirement-minded individuals (with a special focus on how to replace the payroll earnings stream in retirement) and other factors to consider such as income taxes, investment selection, risk tolerance, cash flow, estate planning January 19, 2008 with host Laurie Siebert, CPA, CFP® Pages 1 and 2 of the Tax Return (continued from 1/12) with a special emphasis on credits. January 12, 2008 with host Laurie Siebert, CPA, CFP® Page 1 of the Tax Return; A look at some of the nuances behind the most familiar line items on the Federal Form 1040 as well as several tax reduction success stories. January 5, 2008 with Russell Wild Author, Bond Trading For Dummies & Exchange-Traded Funds For Dummies www.RussellWild.com December 29, 2007 with Greg Mitton Associate Dean of Admission/Director of Financial Aid, Muhlenberg College Financial planning for college CLICK HERE FOR FINANCIAL AID RESOURCES December 15, 2007 with Frank J. Stettner , CPA Vice President of the Valley National Group, Inc. More year end tax planning and new tax law - Discussion including harvesting losses in your investment portfolio, medical expenses, flexible spending accounts, and mortgage insurance premiums. December 8, 2007 with Thomas M. Riddle, CPA, CFP President of the Valley National Group, Inc. Year End Tax Planning - Retirement accounts, single 401k's, IRA's, ROTH's, charitable contributions, gifting appreciated property and using IRA's to fund charitable contributions if you are over age 70 1/2. |
PREVIOUS EPISODES (Guests & Topics)
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"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.