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.
Retirement Account Reporting
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement account reporting – contributions, deductions and distributions”
Understanding Tax Reporting Forms
Laurie Siebert, CPA, CFP®, AEP® discusses: “Understanding the income tax reporting forms”
Social Security Changes
Laurie Siebert, CPA, CFP®, AEP® and her guest, Mark Bacak, District Manager for the Social Security Administration, discuss: “Social Security Changes”
Financial Planning for Special Needs
Laurie Siebert, CPA, CFP®, AEP® and her guest, Robert Touzeau, CLU, ChSNC, LUTCF, discuss: “Financial planning for special needs families”
Medicare Annual Disenrollment Period
Laurie Siebert, CPA, CFP®, AEP® and her guest, Daniel Banks of Silver Crest Insurance, discuss: “The Medicare Annual Disenrollment Period and other Medicare related items” RELATED SHOWS: Medicare Tips (September 30, 2015) RELATED ARTICLE: Medicare Open Enrollment Period Begins October 15
Getting Ready for Filing Your Tax Return
Laurie Siebert, CPA, CFP®, AEP® discusses: “Getting Ready for Filing Your Tax Return” RELATED SHOWS: Last-Minute Tax Strategies/Updates | Year-End Financial & Tax Review
Last-Minute Tax Strategies/Updates
Laurie Siebert, CPA, CFP®, AEP® discusses: “Last-Minute Tax Strategies & Updates”
Community Impact
Laurie Siebert, CPA, CFP®, AEP® and her guest, Jeffrey Parks, Executive Director at ArtsQuest Foundation, discuss: “Community Impact”
Social Security & Medicare
Laurie Siebert, CPA, CFP®, AEP® discusses: “Social Security planning and Medicare premium adjustments.”
Qualifying for a Mortgage / Restoring Credit
Laurie Siebert, CPA, CFP®, AEP® and her guest, Steve Stelzman from The Mortgage Company, discuss: “Qualifying for a mortgage and restoring your credit.” RELATED SHOW: Mortgage Approval Process (June 17, 2015)
