Past Shows
Listen to recordings from past shows aired on WDIY.
Considerations in Marital Status Changes
Laurie Siebert, CPA, CFP®, AEP®, discussed: Considerations in Marital Status Changes
Tax credits under the new tax legislation
Laurie Siebert, CPA, CFP®, AEP®, discussed: Tax credits under the new tax legislation
Estate Planning – know the numbers
Laurie Siebert, CPA, CFP®, AEP®, discussed: Estate Planning – know the numbers
Random Thoughts on Your Financial Choices
Laurie Siebert, CPA, CFP®, AEP®, discussed: Random Thoughts on Your Financial Choices
Retirement Planning Options
Laurie Siebert, CPA, CFP®, AEP®, discussed: Retirement Planning Options
Mid-year Tax Planning Considerations
Laurie Siebert, CPA, CFP®, AEP®, discussed: Mid-year tax planning considerations.
Navigating Life Events
Laurie Siebert, CPA, CFP®, AEP®, discussed: Navigating Life Events
Retirement Accounts and their features
Laurie Siebert, CPA, CFP®, AEP®, discussed: Retirement Accounts and their features.
Navigating taxes with Asset Allocation and Risk Tolerance
Laurie Siebert, CPA, CFP®, AEP®, discussed: Navigating taxes with Asset Allocation and Risk Tolerance. Questions can be submitted to yourfinancialchoices.com before the live show. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
Goal Setting
Laurie Siebert, CPA, CFP®, AEP®, discussed: Goal Setting
