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
September 25, 2019
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
September 18, 2019
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
September 11, 2019
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
September 4, 2019
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
August 28, 2019
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
August 26, 2019
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
August 14, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Retirement options, including pensions and lump sum payouts.”
(Original air date August 14, 2019)
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Mid-Year Financial Review
July 24, 2019
Laurie Siebert, CPA, CFP®, AEP® discusses: “Mid-Year Financial Review.”
(Original air date July 24, 2019)
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2nd Quarter Market Review
July 10, 2019
Laurie Siebert, CPA, CFP®, AEP® is joined by Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors to discuss:
“2nd Quarter Market Review”
(Original air date July 10, 2019)
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Valley National Financial Advisors’ Quarterly Commentary – Q2 2019
Q1 2019 Market Review & VNFA Quarterly Commentary
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