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Past Shows

Listen to recordings from past shows aired on WDIY.

Running a Business
Original Air Date: February 16th, 2022

Running a Business

Laurie welcomes Thomas M. Riddle, CPA, CFP, Founder & Chairman of Valley National Financial Advisors, to discuss: Running a business – choose your entity type.

Listener Tax Questions
Original Air Date: February 09th, 2022

Listener Tax Questions

Category: Tax

Laurie addresses Listener Tax Questions about the 2021 filing season.

Financial Tips List
Original Air Date: February 02nd, 2022

Financial Tips List

Category: Financial Planning

Laurie discusses: A punch list of financial tips.

Getting Ready for Tax Return Preparation
Original Air Date: January 26th, 2022

Getting Ready for Tax Return Preparation

Category: Tax

Laurie discusses: Getting Ready for Tax Return Preparation

Behavioral Finance
Original Air Date: January 19th, 2022

Behavioral Finance

Category: Financial Planning

Laurie welcomes VNFA’s Ryan Mulhearn, CIMA® to discuss: Defining the CIMA designation and understanding Behavioral Finance.

2021 Review. 2022 Outlook.
Original Air Date: January 12th, 2022

2021 Review. 2022 Outlook.

Category: Markets & Investments

Laurie welcomes William Henderson, VP/Head of Investments at VNFA to discuss: 2021 Review & 2022 Outlook. RELATED: Quarterly Commentary – Q4 2021

Planning for 2022
Original Air Date: January 05th, 2022

Planning for 2022

Category: Financial Planning

Laurie discusses: Planning opportunities for the year ahead.

Year-End Tips & Thinking Ahead
Original Air Date: December 15th, 2021

Year-End Tips & Thinking Ahead

Category: Financial Planning, Tax

Laurie discusses: Last minute year-end tax planning tips and thinking ahead to next year.

Elements of Financial Planning
Original Air Date: December 08th, 2021

Elements of Financial Planning

Category: Financial Planning

Laurie discusses: The Elements of Financial Planning

Holiday Spending
Original Air Date: December 01st, 2021

Holiday Spending

Laurie discusses: Considerations in Holiday Spending and Gifting.