Past Shows
Listen to recordings from past shows aired on WDIY.
Gifting and Sharing Financial Information With Family.
Laurie discussed: Gifting and sharing financial information with family.
Navigating Life’s Transitions – Family, Job, Retirement, End of life
Laurie discussed Navigating Life’s Transitions – Family, Job, Retirement, and End of Life.
Year End Tax Planning and 2025 Projections
Laurie discussed: Year End Tax Planning and 2025 Projections.
Random Thoughts on Financial Choices
Laurie discussed: Random Thoughts on Financial Choices.
Medicare 2025: What You Need To Know
Laurie and her guest, Daniel Banks, President of Silver Crest Insurance, Inc., discussed Medicare 2025: What You Need To Know.
Quarterly Market Review
Laurie and her call in guest Bill Henderson, CIO at Valley National Financial Advisors discussed: Quarterly Market Review.
Scary – not knowing what questions to ask! Let’s help.
Laurie discussed: Scary – not knowing what questions to ask! Let’s help.
Age Matters in Your Financial Planning
Laurie discussed: Age Matters In Your Financial Planning.
Flexible Estate Planning – What have we learned?
Laurie discussed: Flexible Estate Planning – What have we learned?
Flexible Estate Planning
Laurie and her guest, Attorney Pete Iorio, from Fitzpatrick Lentz and Bubba discussed: Flexible Estate Planning.
