Past Shows
Listen to recordings from past shows aired on WDIY.
Please review Important Disclosure Information set forth in the last section of this web site.
Making Financial Decisions Together
Laurie Siebert, CPA, CFP®, AEP® discusses: “Men and women and the interplay of their financial decisions”
Affording College
Laurie Siebert, CPA, CFP®, AEP® discusses: “Ways to pay for college”
Tax Notices & Amended Returns
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax notices and amended returns for the IRS and PA”
Selling a Home & Mixed Use Real Estate
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Selling a principal residence and other mixed use real estate property”
Special Needs Fairness Act & ABLE Act
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Sarah Andrew of Schoffstall Elder Law, discuss: “Special Needs Fairness Act and ABLE Act”
Estate Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: “Estate planning and when does a POA know to step in?”
Extensions, Estimates, Penalties
Laurie Siebert, CPA, CFP®, AEP® discusses: “Extensions, estimates and avoiding penalties”
Tax Season Take-Aways
Laurie Siebert, CPA, CFP®, AEP® discusses: “What did we learn from this tax season?”
Fiduciary Rules
Laurie Siebert, CPA, CFP®, AEP® and her guest, Kerry Petcher, Editor of Retirement Income Journal, discuss: “Fiduciary rules. Where do we stand?”
College Students & Financial Issues
Laurie Siebert, CPA, CFP®, AEP® and her guest, Justin Cohen, Finance Major at Temple University, discuss: “How much do college students understand about financial issues?” Plus, Luke Jaindl discusses fundraising for The Leukemia & Lymphoma Society.
