Past Shows
Listen to recordings from past shows aired on WDIY.
First half year performance, earnings and market thoughts with Chris Holland, Director, Research and Investments at Valley National Financial Advisors
Laurie Siebert, CPA, CFP®, AEP®, discussed: First half year performance, earnings and market thoughts with Chris Holland, Director, Research and Investments at Valley National Financial.
Tax Planning with the Recent Tax Legislation
Laurie Siebert, CPA, CFP®, AEP®, will discussed: Tax Planning with the Recent Tax Legislation
Considerations in Marital Status Changes
Laurie Siebert, CPA, CFP®, AEP®, discussed: Considerations in Marital Status Changes
Tax credits under the new tax legislation
Laurie Siebert, CPA, CFP®, AEP®, discussed: Tax credits under the new tax legislation
Estate Planning – know the numbers
Laurie Siebert, CPA, CFP®, AEP®, discussed: Estate Planning – know the numbers
Random Thoughts on Your Financial Choices
Laurie Siebert, CPA, CFP®, AEP®, discussed: Random Thoughts on Your Financial Choices
Retirement Planning Options
Laurie Siebert, CPA, CFP®, AEP®, discussed: Retirement Planning Options
Mid-year Tax Planning Considerations
Laurie Siebert, CPA, CFP®, AEP®, discussed: Mid-year tax planning considerations.
Navigating Life Events
Laurie Siebert, CPA, CFP®, AEP®, discussed: Navigating Life Events
Retirement Accounts and their features
Laurie Siebert, CPA, CFP®, AEP®, discussed: Retirement Accounts and their features.
