Past Shows
Listen to recordings from past shows aired on WDIY.
Medicare Advantage Open Enrollment Considerations
Laurie and her guest Daniel Banks, President at Silver Crest Insurance, Inc discussed: Medicare Advantage Open Enrollment Considerations.
Social Security Benefits and Implications
Laurie discussed: Social Security Benefits and Implications.
Tax Legislation Updates
Laurie discussed Tax Legislation Updates.
Listeners’ Tax questions
Laurie answered Listeners’ Tax questions.
Tax Preparation and Filing Options
Laurie will be discussed: Tax Preparation and Filing Options.
Retirement Accounts- What to Know.
Laurie discussed: Retirement Accounts- What to Know.
Investment Options and Considerations
Laurie and her guest Joe Goldfeder, Certified Financial PlannerTM and Financial Advisor at Valley National Financial Advisors, discussed: Investment options and considerations.
Getting Ready for Tax Season
Laurie discussed: How to get ready for tax season.
The 2023 Outlook
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors discussed: The 2023 Outlook.
Tax Changes- The Secure Act 2.0
Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act 2.0.
