Charitable Giving & Itemized Deductions

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Charitable giving and itemized deductions during WDIY’s annual Fall Pledge Drive.”

(Original air date October 16, 2019)

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Answers to Medicare Questions

Laurie Siebert, CPA, CFP®, AEP® and her guest Dan Banks from Silver Crest Insurance discuss:

“Your Medicare Questions.”

(Original air date October 9, 2019)

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Mortgages & Refinancing

Laurie Siebert, CPA, CFP®, AEP® and her guest Steve Stelzman from The Mortgage Co. discuss:

“Mortgages and refinancing.”

(Original air date October 2, 2019)

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10th Anniversary Show

Laurie Siebert, CPA, CFP®, AEP® celebrates:

“10 Years of Your Financial Choices on WDIY.”

(Original air date September 25, 2019)

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Women in Business

Laurie Siebert, CPA, CFP®, AEP® welcomes Members of the Chamber of Commerce Women’s Business Council, Darlene Pors and Carla Hickey to discusses:

“Women in Business – local opportunities and events”

(Original air date September 18, 2019)

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Early Year-End Tax Planning

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Year-end tax planning, before year end.”

(Original air date September 11, 2019)

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Work-Related Finances

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Labor – employment benefits, open enrollment, tax implications.”

(Original air date September 4, 2019)

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Tax Implications of Investment Decisions

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Financial Decisions – understanding the tax implications of your investments decisions.”

(Original air date August 28, 2019)

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Market Volatility

Laurie Siebert, CPA, CFP®, AEP® and her guest Tim Roof, CFP® Vice President at Valley National Financial Advisors discuss:

“Volatility and the markets.”

(Original air date August 21, 2019)

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Retirement Options

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Retirement options, including pensions and lump sum payouts.”

(Original air date August 14, 2019)

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