“Your Financial Choices”

Posted on October 16, 2018 by The Weekly Commentary

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®.

This week Laurie and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates will discuss: “Essential components of an estate plan.”

RELATED VIDEOS: 5-Step Approach to Estate Planning

Estate Planning Series Introduction WATCH NOW

Step 1: Identifying Goals WATCH NOW

Laurie will take your calls on this or other topics at 610-758-8810 during the live show, or via yourfinancialchoices.com. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

“Your Financial Choices”

Posted on October 9, 2018 by The Weekly Commentary

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week Laurie will discuss: “Charitable Giving in a new tax environment.”

“Your Financial Choices”

Posted on October 2, 2018 by The Weekly Commentary

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week Laurie will discuss: “Considerations in the transition from working to retirement.”

VIDEO: Spend 5 minutes with Laurie to review her top takeaways from September and a preview of this month’s show topics lined up for Your Financial Choices. WATCH NOW

“Your Financial Choices”

Posted on September 25, 2018 by The Weekly Commentary

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week Laurie will discuss a “New – 2018 self-employed business deduction.”

“Your Financial Choices”

Posted on September 18, 2018 by The Weekly Commentary

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week Laurie will discuss a “Understanding what you can do with your retirement accounts.”

“Your Financial Choices”

Posted on September 11, 2018 by The Weekly Commentary

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week Laurie and her guest Joseph F. Goldfeder, CFP^® Vice President at Valley National Financial Advisors, will discuss a “Retirement Plan Checkup.”

Laurie and Joe will take your calls on this or other topics at 610-758-8810 during the live show, or via yourfinancialchoices.com. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

“Your Financial Choices”

Posted on September 4, 2018 by The Weekly Commentary

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week Laurie and her guest Daniel Banks, President of Silver Crest Insurance, will discuss: Updates & Changes in Medicare Planning.

“Your Financial Choices”

Posted on August 28, 2018 by The Weekly Commentary

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week Laurie will discuss: “Finding Money,” unclaimed property, missed tax credits, discounts and other ways people can overlook money.

“Your Financial Choices”

Posted on August 21, 2018 by The Weekly Commentary

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week Laurie will discuss: “The Elements of Financial Planning”

“Your Financial Choices”

Posted on August 14, 2018 by The Weekly Commentary

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week Laurie welcomes Associate Financial Advisor David Givler to discuss: “Education Benefits – 529s, AOTC, Savings Bonds, 529 distributions and FASFA, loans.”

Laurie and her guest will take your calls on this or other topics at 610-758-8810 during the live show, or anytime online via yourfinancialchoice.com.

Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

Our one-stop service model includes: Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services, offered as a Trust Representative Office of National Advisors Trust Company, FSB – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders. Our services are provided by a team of objective professionals and managed by one contact person – your personal financial advisor.

Valley National Financial Advisors is proud home of the Lehigh Valley’s most CFP® – Certified Financial Planner Professionals^TM. Among other honors, Valley National has been voted Best Financial Planner in the Lehigh Valley seven times by the readers of Lehigh Valley Magazine, and ranked among FA Magazine’s Top RIAs and AdvisorOne’s Top Wealth Managers.

For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

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