Past Shows
Listen to recordings from past shows aired on WDIY.
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Age Matters – Why it matters to you
Laurie Siebert, CPA, CFP®, AEP®, discussed: Age Matters – Why it matters to you.
Wrapping up tax season – what did we learn?
Laurie Siebert, CPA, CFP®, AEP®, discussed: Wrapping up tax season – what did we learn?
First quarter market review and Historical Perspective with William Henderson and Chris Holland
Laurie Siebert, CPA, CFP®, AEP®, discussed: First quarter market review and Historical Perspective with William Henderson and Chris Holland.
Final wishes and goodbyes – tips to help
Laurie Siebert, CPA, CFP ®, AEP®, discussed: Final wishes and goodbyes – tips to help
Taking a deeper dive in tax free investment vehicles
Laurie Siebert, CPA®, CFP®, AEP®, discussed Taking a deeper dive in tax free investment vehicles
What are you missing in your financial planning?
Laurie Siebert, CPA®, AEP®, discussed: What are you missing in your financial planning?
Tax return questions and observations continued
Laurie Siebert, CPA®, AEP®, discussed Tax return questions and observations continued.
More Tax Questions!
Laurie Siebert, CPA®, AEP®, discussed: More Tax Questions!
From Sales to CEO: Key Lessons Learned on Investing in the financial industry
Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO: Key Lessons Learned on Investing in the financial industry.
Understanding Your Tax Return
Laurie Siebert, CPA®, AEP®, discussed: Understanding Your Tax Return
