Listen to recordings from past shows aired on WDIY.
Laurie welcomes Thomas M. Riddle, CPA, CFP, Founder & Chairman of Valley National Financial Advisors, to discuss: Running a business – choose your entity type.
Laurie addresses Listener Tax Questions about the 2021 filing season.
Laurie discusses: A punch list of financial tips.
Laurie discusses: Getting Ready for Tax Return Preparation
Laurie welcomes VNFA’s Ryan Mulhearn, CIMA® to discuss: Defining the CIMA designation and understanding Behavioral Finance.
Laurie welcomes William Henderson, VP/Head of Investments at VNFA to discuss: 2021 Review & 2022 Outlook. RELATED: Quarterly Commentary – Q4 2021
Laurie discusses: Planning opportunities for the year ahead.
Laurie discusses: Last minute year-end tax planning tips and thinking ahead to next year.
Laurie discusses: The Elements of Financial Planning
Laurie discusses: Considerations in Holiday Spending and Gifting.