Past Shows
Listen to recordings from past shows aired on WDIY.
Medicare Tips
Laurie Siebert, CPA, CFP®, AEP® and her guest, Daniel Banks of Silver Crest Insurance discuss: “Medicare Enrollment – what you need to know and how to be prepared.” RELATED ARTICLE: Medicare Open Enrollment Period Begins October 15
Trusts & Estate Issues
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Charles Stopp from the Law Office of Steckel & Stopp, discuss “trusts and other interesting estate issues.”
Employer Benefits & Open Enrollment
Guest host Rodman Young, CPA/PFS, CFP®, from Valley National Financial Advisors, discusses employer benefits and open enrollment.
Back to School Finances
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors, discuss financial considerations for back to school.
Lump Sum or Annuity?
Laurie Siebert, CPA, CFP®, AEP® and her guest, Thomas M. Riddle, CPA, CFP® – President of Valley National Financial Advisors, discuss lump sum versus annuity options for retirees.
Life & Disability Insurance
Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Munoz, CLU®, FLMI – Assistant Vice President of Insurance for Valley National Financial Advisors, discuss life and disability insurance.
Longevity in Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses “Longevity – what affects it and how do you plan?”
Retirement Benefit Options
Laurie Siebert, CPA, CFP®, AEP® discusses “Understanding Retirement Benefit Options,” including Social Security, pension elections and 401(k)s.
Beneficiaries & Asset Titling in Estate Plans
Laurie Siebert, CPA, CFP®, AEP® discusses Estate Planning – specifically, beneficiary designations and asset titling.
Financial Management for Recent Grads
Laurie Siebert, CPA, CFP®, AEP® and her guest, Michael Martin, CFP® discuss “tips for recent college grads – how to manage your finances.”
