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Past Shows

Listen to recordings from past shows aired on WDIY.

Year-End Tax Planning
Original Air Date: November 17th, 2021

Year-End Tax Planning

Category: Tax

Laurie discusses: Year-End Tax Planning

ROTH Conversions
Original Air Date: November 10th, 2021

ROTH Conversions

Category: Retirement, Tax

Laurie discusses: ROTH conversions and tax considerations

Medicare Annual Enrollment
Original Air Date: November 03rd, 2021

Medicare Annual Enrollment

Category: Medicare

Laurie welcomes guest Daniel Banks from Silver Crest Insurance to discuss: What is Medicare Annual Enrollment?

Q3 Market Review
Original Air Date: October 27th, 2021

Q3 Market Review

Category: Markets & Investments

Laurie welcomes Jordi Visser, chief investment officer of the $4 billion Weiss Multi-Strategy Advisers and William Henderson, VP/Head of Investments for Valley National Financial Advisors to discuss: Third Quarter Market Review & Investment Terms.

Retiring Early
Original Air Date: October 20th, 2021

Retiring Early

Category: Retirement

Guest hosts Rodman Young and Jaclyn Cornelius from Valley National Financial Advisors discuss: Retiring Early.

Considerations in Home Ownership
Original Air Date: October 13th, 2021

Considerations in Home Ownership

Laurie discusses: Considerations in home ownership.

What is Financial Planning?
Original Air Date: September 29th, 2021

What is Financial Planning?

Category: Financial Planning

What is financial planning and what might you miss?

Listeners’ Questions
Original Air Date: September 22nd, 2021

Listeners’ Questions

Laurie addresses a variety of Listener Questions.

Planning for Unknowns
Original Air Date: September 15th, 2021

Planning for Unknowns

Category: Financial Planning

Laurie discusses: Planning for Unknowns – tax rates, Social Security, death.

Paying Taxes – Self Employed vs Employee
Original Air Date: September 08th, 2021

Paying Taxes – Self Employed vs Employee

Category: Tax

Laurie discusses: Paying Taxes – self-employed vs employee.