
Celebrating 5 Years on WDIY!
Laurie Siebert, CPA, CFP, AEP does a retrospective. Looking back at the topics covered, guests and personal moments as the show celebrates 5 years on WDIY.
Laurie Siebert, CPA, CFP, AEP does a retrospective. Looking back at the topics covered, guests and personal moments as the show celebrates 5 years on WDIY.
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors...
Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act...
Laurie discussed: Bonds- What are they and how are they taxed?